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Pinnacle West Capital
PNW

Overview Fund Activity

610 hedge funds and large institutions have $10.7B invested in Pinnacle West Capital in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 235 increasing their positions, 180 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
8.28%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
71
Increased
235
Reduced
180
Closed
70
Calls
$12M
Puts
$7.86M
Net Calls
+$4.1M
Net Calls Change
-$7.71M

Top Buyers

1
AIP
Atlas Infrastructure Partners
United Kingdom
+$186M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$86M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$73.7M
4
ECM
ExodusPoint Capital Management
New York
+$58.9M
5
First Trust Advisors
First Trust Advisors
Illinois
+$45.7M

Top Sellers

1
BlackRock
BlackRock
New York
-$74M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$59.3M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$38.6M
4
MMA
Mizuho Markets Americas
New York
-$30.5M
5
UBS Group
UBS Group
Switzerland
-$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
501
Sentry Investment Management
Wisconsin
$35K -$2.41K -27 -6%
YP
502
YANKCOM Partnership
South Dakota
$32.5K – – –
ECM
503
Estabrook Capital Management
New York
$31.1K – – –
KIM
504
Kestra Investment Management
Texas
$31K +$31K +325 New
PFBT
505
Parkside Financial Bank & Trust
Missouri
$29.5K -$1.33K -14 -4%
GWP
506
Gen-Wealth Partners
Michigan
$28.6K – – –
TFIPS
507
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.6K – – –
BF
508
BOK Financial
Oklahoma
$28.6K +$23.2K +244 +436%
SPIA
509
Steward Partners Investment Advisory
New York
$28.1K – – –
DMBA
510
Deseret Mutual Benefit Administrators
Utah
$27.9K – – –
BBHC
511
Brown Brothers Harriman & Co
New York
$27.7K – – –
C
512
Covestor
United Kingdom
$27K +$12.4K +132 +85%
CAM
513
Costello Asset Management
Pennsylvania
$25.6K +$25.6K +268 New
QC
514
Quent Capital
New York
$25.4K +$95 +1 +0.4%
CT
515
Clearstead Trust
Maine
$24.7K +$24.7K +259 New
SN
516
Sittner & Nelson
Oregon
$23.8K – – –
HCP
517
Hexagon Capital Partners
Arkansas
$22.6K +$3.24K +34 +17%
ABWM
518
Alpine Bank Wealth Management
Colorado
$22.2K +$22.2K +233 New
CA
519
CoreCap Advisors
Michigan
$21.7K -$1.24K -13 -5%
RTC
520
Riverview Trust Company
Washington
$19.1K – – –
TIM
521
Tortoise Investment Management
New York
$19.1K – – –
RMC
522
Resources Management Corp
Connecticut
$19K – – –
TCOV
523
Trust Company of Vermont
Vermont
$19K – – –
HWA
524
Heritage Wealth Advisors
Virginia
$16.6K – – –
BIA
525
Bell Investment Advisors
California
$16.6K +$1.52K +16 +10%
19 20
21
22 23