PNW icon

Pinnacle West Capital
PNW

Overview Fund Activity

534 hedge funds and large institutions have $7.32B invested in Pinnacle West Capital in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 205 increasing their positions, 145 reducing their positions, and 29 closing their positions.

Holders
534
Holders Change
+58
Holders Change %
+12.18%
% of All Funds
8.62%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
98
Increased
205
Reduced
145
Closed
29
Calls
$27M
Puts
$17.3M
Net Calls
+$9.69M
Net Calls Change
-$1.54M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$45.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$43.4M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$48.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.08B
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$37M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$535M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
American Century Companies
3
American Century Companies
Missouri
$196M
4
ZP
4
Zimmer Partners
New York
$54.7M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$97.1M
Name Market Value Shares Shares
Change 		Shares
Change %
LTI
526
Laffer Tengler Investments
Tennessee
$532 7 +7 New
IWP
527
IAG Wealth Partners
Wisconsin
$380 5 – –
TWD
528
True Wealth Design
Ohio
$228 3 +3 New
WA
529
WestEnd Advisors
North Carolina
$152 2 – –
NA
530
NewEdge Advisors
Louisiana
$105 1,381 +1,381 New
PA
531
PSI Advisors
Florida
$76 1 – –
FGAM
532
Financial Gravity Asset Management
Texas
$44 76 +76 New
CWC
533
Carolinas Wealth Consulting
North Carolina
– – – –
Wellington Management Group
534
Wellington Management Group
Massachusetts
– – -1,693,463 Closed
DIA
535
Dean Investment Associates
Ohio
– – -23,950 Closed
ACM
536
AlphaCrest Capital Management
New York
– – -15,442 Closed
RWA
537
Redhawk Wealth Advisors
Minnesota
– – -10,835 Closed
Capital Fund Management (CFM)
538
Capital Fund Management (CFM)
France
– – -10,407 Closed
Walleye Trading
539
Walleye Trading
New York
– – -10,156 Closed
SFS
540
Sowell Financial Services
Arkansas
– – -10,112 Closed
BCM
541
Bayesian Capital Management
New York
– – -10,032 Closed
Simplex Trading
542
Simplex Trading
Illinois
– – -9,199 Closed
MIS
543
Morningstar Investment Services
Illinois
– – -7,975 Closed
WFS
544
Widmann Financial Services
Maryland
– – -6,808 Closed
MA
545
MUFG Americas
New York
– – -5,851 Closed
KFA
546
Krane Funds Advisors
New York
– – -5,547 Closed
PHK
547
Point72 Hong Kong
Hong Kong
– – -5,466 Closed
BRWA
548
B. Riley Wealth Advisors
Florida
– – -4,905 Closed
OQS
549
Occudo Quantitative Strategies
Florida
– – -4,308 Closed
DU
550
Delphia (USA)
Ontario, Canada
– – -3,469 Closed
19 20 21
22
23