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Pinnacle West Capital

616 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, 217 increasing their positions, 180 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $4.94M

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

21% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 180

6% more funds holding

Funds holding: 579616 (+37)

1.52% less ownership

Funds ownership: 100.86%99.35% (-1.5%)

5% less capital invested

Capital invested by funds: $10.1B → $9.57B (-$551M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
616
Holders Change
+37
Holders Change %
+6.39%
% of All Funds
8.11%
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
217
Reduced
180
Closed
65
Calls
$16.8M
Puts
$4.94M
Net Calls
+$11.8M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RMC
526
Resources Management Corp
Connecticut
$17K
TIM
527
Tortoise Investment Management
New York
$17K
WT
528
Washington Trust
Rhode Island
$17K +$17.8K +200 New
TCOV
529
Trust Company of Vermont
Vermont
$16.9K +$17.7K +199 New
HWA
530
Heritage Wealth Advisors
Virginia
$14.8K +$15.5K +174 New
GEA
531
Glen Eagle Advisors
New Jersey
$14.2K +$10.2K +115 +221%
BC
532
Barrett & Company
Rhode Island
$14.2K +$14.8K +167 New
LI
533
LRI Investments
Florida
$13.8K -$207K -2,335 -93%
BIA
534
Bell Investment Advisors
California
$13.4K -$533 -6 -4%
C
535
Covestor
United Kingdom
$13K +$444 +5 +3%
PB
536
Pinnacle Bancorp
Nebraska
$12.4K -$2.84K -32 -18%
SS
537
SBI Securities
Japan
$12.4K +$13K +146 New
AssetMark Inc
538
AssetMark Inc
California
$11.5K +$9.86K +111 +444%
JFGIW
539
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.5K
AGWCA
540
Annis Gardner Whiting Capital Advisors
Florida
$10.3K
BFPW
541
BOK Financial Private Wealth
Colorado
$10K +$1.6K +18 +18%
SAM
542
Smartleaf Asset Management
Massachusetts
$9.58K -$1.78K -20 -15%
SA
543
SRH Advisors
Kansas
$9.32K
RTL
544
Red Tortoise LLC
Georgia
$8.65K
BCWM
545
Bartlett & Co Wealth Management
Ohio
$8.48K
SC
546
Stephens Consulting
Michigan
$8.48K
HWM
547
Hemington Wealth Management
Virginia
$8K +$1.6K +18 +21%
BIG
548
Brooklyn Investment Group
New York
$7.63K -$977 -11 -11%
SWM
549
Spire Wealth Management
Virginia
$7.38K -$178 -2 -2%
FP
550
Financial Perspectives
Minnesota
$6.87K