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Pinnacle West Capital
PNW

Overview Fund Activity

613 hedge funds and large institutions have $9.57B invested in Pinnacle West Capital in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 216 increasing their positions, 180 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+39
Holders Change %
+6.79%
% of All Funds
8.16%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
108
Increased
216
Reduced
180
Closed
63
Calls
$16.8M
Puts
$4.94M
Net Calls
+$11.8M
Net Calls Change
-$12.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$102M
2
Invesco
Invesco
Georgia
+$88.7M
3
MIM
Merewether Investment Management
Texas
+$69.2M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$63.6M
5
Deutsche Bank
Deutsche Bank
Germany
+$51.7M

Top Sellers

1
ZP
Zimmer Partners
New York
-$257M
2
AIP
Atlas Infrastructure Partners
United Kingdom
-$230M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$226M
4
Citadel Advisors
Citadel Advisors
Florida
-$127M
5
Lazard Asset Management
Lazard Asset Management
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
526
Trust Company of Vermont
Vermont
$16.9K +$16.9K +199 New
HWA
527
Heritage Wealth Advisors
Virginia
$14.8K +$14.8K +174 New
GEA
528
Glen Eagle Advisors
New Jersey
$14.2K +$9.76K +115 +221%
BC
529
Barrett & Company
Rhode Island
$14.2K +$14.2K +167 New
LI
530
LRI Investments
Florida
$13.8K -$198K -2,335 -93%
BIA
531
Bell Investment Advisors
California
$13.4K -$509 -6 -4%
C
532
Covestor
United Kingdom
$13K +$419 +5 +3%
PB
533
Pinnacle Bancorp
Nebraska
$12.4K -$2.71K -32 -18%
SS
534
SBI Securities
Japan
$12.4K +$12.4K +146 New
AssetMark Inc
535
AssetMark Inc
California
$11.5K +$9.41K +111 +444%
JFGIW
536
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.5K – – –
AGWCA
537
Annis Gardner Whiting Capital Advisors
Florida
$10.3K – – –
BFPW
538
BOK Financial Private Wealth
Colorado
$10K +$1.53K +18 +18%
SAM
539
Smartleaf Asset Management
Massachusetts
$9.58K -$1.7K -20 -15%
SA
540
SRH Advisors
Kansas
$9.33K – – –
RTL
541
Red Tortoise LLC
Georgia
$8.65K – – –
BCWM
542
Bartlett & Co Wealth Management
Ohio
$8.48K – – –
SC
543
Stephens Consulting
Michigan
$8.48K – – –
HWM
544
Hemington Wealth Management
Virginia
$8K +$1.39K +18 +21%
BIG
545
Brooklyn Investment Group
New York
$7.63K -$933 -11 -11%
SWM
546
Spire Wealth Management
Virginia
$7.38K -$170 -2 -2%
FP
547
Financial Perspectives
Minnesota
$6.87K – – –
AF
548
Atala Financial
California
$6.87K +$6.87K +81 New
MAM
549
Meeder Asset Management
Ohio
$6.78K +$6.78K +80 New
WTC
550
WhitTier Trust Company
Nevada
$6.78K – – –
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