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Pinnacle West Capital
PNW

Overview Fund Activity

516 hedge funds and large institutions have $7.22B invested in Pinnacle West Capital in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 158 increasing their positions, 188 reducing their positions, and 68 closing their positions.

Holders
516
Holders Change
-4
Holders Change %
-0.77%
% of All Funds
8.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
71
Increased
158
Reduced
188
Closed
68
Calls
$16.4M
Puts
$16.3M
Net Calls
+$102K
Net Calls Change
-$5.9M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$221M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$420M
3
Millennium Management
3
Millennium Management
New York
$81.7M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$30.1M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$38.6M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$284M
2
ECM
2
ExodusPoint Capital Management
New York
$0
3
BlackRock
3
BlackRock
New York
$712M
4
State Street
4
State Street
Massachusetts
$488M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$208K
Name Market Value Shares Shares
Change 		Shares
Change %
LNWWM
551
Laird Norton Wetherby Wealth Management
California
– – -2,868 Closed
BL
552
Balentine LLC
Georgia
– – -2,818 Closed
VIA
553
Vident Investment Advisory
Georgia
– – -2,815 Closed
CA
554
Cetera Advisors
Colorado
– – -2,765 Closed
CCM
555
Coldstream Capital Management
Washington
– – -2,653 Closed
BP
556
Ballentine Partners
Massachusetts
– – -2,645 Closed
DI
557
Diligent Investors
California
– – -2,550 Closed
SPC
558
Sigma Planning Corp
Michigan
– – -2,548 Closed
TWM
559
TriaGen Wealth Management
California
– – -2,477 Closed
TNBTD
560
Trustmark National Bank Trust Department
Mississippi
– – -2,474 Closed
TWM
561
Thrive Wealth Management
Pennsylvania
– – -2,458 Closed
MSE
562
MUFG Securities EMEA
United Kingdom
– – -2,022 Closed
PP
563
PrairieView Partners
Minnesota
– – -1,819 Closed
SOW
564
State of Wyoming
Wyoming
– – -1,360 Closed
DCM
565
Dupont Capital Management
Delaware
– – -1,351 Closed
BFEC
566
Benjamin F. Edwards & Company
Missouri
– – -1,260 Closed
CAS
567
Coppell Advisory Solutions
Texas
– – -1,200 Closed
LWCFA
568
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -567 Closed
HT
569
Headlands Technologies
Illinois
– – -222 Closed
DGAM
570
Desjardins Global Asset Management
Quebec, Canada
– – -192 Closed
HS
571
Horan Securities
United States
– – -166 Closed
BAM
572
Bellevue Asset Management
Washington
– – -161 Closed
TAIM
573
TD Ameritrade Investment Management
Nebraska
– – -155 Closed
SSG
574
Summit Securities Group
New York
– – -149 Closed
CSWM
575
Cassady Schiller Wealth Management
Ohio
– – -125 Closed
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