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Pinnacle West Capital
PNW

Overview Fund Activity

541 hedge funds and large institutions have $8.7B invested in Pinnacle West Capital in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 182 increasing their positions, 189 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+17
Holders Change %
+3.24%
% of All Funds
7.87%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
63
Increased
182
Reduced
189
Closed
40
Calls
$26.4M
Puts
$12.2M
Net Calls
+$14.2M
Net Calls Change
+$12.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.13B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$534M
3
Deutsche Bank
Deutsche Bank
Germany
$126M
4
CC
Covalis Capital
United Kingdom
$42.2M
5
ECM
ExodusPoint Capital Management
New York
$90.1M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$223M
2
American Century Companies
American Century Companies
Missouri
$73.5M
3
SSA
Schonfeld Strategic Advisors
New York
$477K
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$8.32M
5
Ameriprise
Ameriprise
Minnesota
$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCG
526
Transcendent Capital Group
Oklahoma
$611 +$611 +8 New
TWD
527
True Wealth Design
Ohio
$535 -$76 -1 -13%
OCM
528
Orion Capital Management
California
$535 – – –
CA
529
Continuum Advisory
Idaho
$535 – – –
LIA
530
Lynx Investment Advisory
District of Columbia
$535 +$535 +7 New
RAM
531
Riggs Asset Management
Pennsylvania
$459 – – –
SIS
532
Sound Income Strategies
Florida
$458 – – –
IWP
533
IAG Wealth Partners
Wisconsin
$382 – – –
IC
534
Innealta Capital
Texas
$382 +$382 +5 New
WPA
535
West Paces Advisors
Georgia
$306 +$306 +4 New
S
536
Sachetta
Massachusetts
$257 – – –
RS
537
Rakuten Securities
Japan
$229 +$229 +3 New
WA
538
WestEnd Advisors
North Carolina
$153 – – –
AWM
539
Avior Wealth Management
Nebraska
$76 -$16.4K -216 -100%
PA
540
PSI Advisors
Florida
$76 – – –
CIMLRA
541
CBRE Investment Management Listed Real Assets
Pennsylvania
– -$20.3M -271,504 Closed
Balyasny Asset Management
542
Balyasny Asset Management
Illinois
– -$13.5M -181,299 Closed
ACG
543
Aventail Capital Group
New York
– -$9.54M -127,609 Closed
Alyeska Investment Group
544
Alyeska Investment Group
Illinois
– -$8.86M -118,595 Closed
BCM
545
Bornite Capital Management
New York
– -$7.47M -100,000 Closed
YCM
546
Yaupon Capital Management
New York
– -$6.78M -90,707 Closed
MWM
547
Moran Wealth Management
Florida
– -$4.13M -55,330 Closed
SGM
548
Seven Grand Managers
New York
– -$3.74M -50,000 Closed
RB
549
Rodgers Brothers
Pennsylvania
– -$2.9M -38,825 Closed
AIG
550
American International Group
New York
– -$2.22M -29,654 Closed
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