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Pinnacle West Capital
PNW

Overview Fund Activity

544 hedge funds and large institutions have $7.1B invested in Pinnacle West Capital in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 160 increasing their positions, 210 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+28
Holders Change %
+5.43%
% of All Funds
7.98%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
86
Increased
160
Reduced
210
Closed
51
Calls
$21.7M
Puts
$24M
Net Calls
-$2.24M
Net Calls Change
-$2.34M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$468M
2
Morgan Stanley
Morgan Stanley
New York
$202M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$28.1M
4
BlackRock
BlackRock
New York
$721M
5
Victory Capital Management
Victory Capital Management
Texas
$22.4M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$3.23M
2
Citadel Advisors
Citadel Advisors
Florida
$8.77M
3
Millennium Management
Millennium Management
New York
$28.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$32.7M
5
Jennison Associates
Jennison Associates
New York
$33.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
526
Asset Dedication LLC
California
$1K – – –
TFA
527
Transamerica Financial Advisors
Florida
$1K – – –
TWP
528
TFO Wealth Partners
Ohio
$934 – – –
MSG
529
Main Street Group
Virginia
$933 +$933 +13 New
PWMG
530
Prestige Wealth Management Group
New Jersey
$719 – – –
AWM
531
Abound Wealth Management
Tennessee
$719 +$719 +10 New
CFGS
532
Concourse Financial Group Securities
Alabama
$718 +$287 +4 +67%
DF
533
Dunhill Financial
United Kingdom
$508 +$508 +7 New
OCM
534
Orion Capital Management
California
$503 – – –
FDCP
535
Foster Dykema Cabot & Partners
Massachusetts
$431 +$431 +6 New
IWP
536
IAG Wealth Partners
Wisconsin
$359 – – –
SAM
537
Smartleaf Asset Management
Massachusetts
$359 +$359 +5 New
TWD
538
True Wealth Design
Ohio
$288 +$72 +1 +33%
WA
539
WestEnd Advisors
North Carolina
$216 – – –
S
540
Sachetta
Massachusetts
$216 +$216 +3 New
CTA
541
Colonial Trust Advisors
South Carolina
$144 +$144 +2 New
CP
542
Castleview Partners
Texas
$144 +$144 +2 New
PA
543
PSI Advisors
Florida
$72 – – –
CAS
544
Coppell Advisory Solutions
Texas
$18 – – –
CWC
545
Carolinas Wealth Consulting
North Carolina
$12 -$12 – –
CT
546
Colonial Trust
South Carolina
$1 -$2.74K -36 Closed
Adage Capital Partners
547
Adage Capital Partners
Massachusetts
– -$31.3M -425,183 Closed
Hudson Bay Capital Management
548
Hudson Bay Capital Management
Connecticut
– -$8.48M -115,160 Closed
LIP
549
Lighthouse Investment Partners
Florida
– -$4.75M -64,410 Closed
LA
550
LBP AM
France
– -$3.34M -45,332 Closed
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