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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
AF
551
Atala Financial
California
$6.87K +$7.19K +81 New
MAM
552
Meeder Asset Management
Ohio
$6.78K +$7.1K +80 New
WTC
553
WhitTier Trust Company
Nevada
$6.78K
VCM
554
Versant Capital Management
Arizona
$6.61K -$2.58K -29 -27%
KWAG
555
Kiely Wealth Advisory Group
North Carolina
$6.59K
NFSG
556
Newbridge Financial Services Group
Florida
$6.44K +$6.75K +76 New
FMII
557
Farmers & Merchants Investments Inc
Nebraska
$6.36K
FDCP
558
Foster Dykema Cabot & Partners
Massachusetts
$6.19K
EC
559
Elequin Capital
New York
$5.93K -$8.61K -97 -58%
PSB
560
Piscataqua Savings Bank
New Hampshire
$5.93K
JWA
561
JFS Wealth Advisors
Pennsylvania
$5.68K
WA
562
WPG Advisers
Maryland
$5.68K +$5.95K +67 New
MCM
563
MV Capital Management
Maryland
$5K
OC
564
Oakworth Capital
Alabama
$4.92K
BF
565
BOK Financial
Oklahoma
$4.58K +$4.97K +56 New
BGAI
566
Bruce G. Allen Investments
Colorado
$4.32K
LWA
567
Lowe Wealth Advisors
Maryland
$4.24K +$4.44K +50 New
BCMLT
568
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.77K
GBT
569
Grove Bank & Trust
Florida
$3.65K +$1.24K +14 +48%
ACM
570
Anfield Capital Management
California
$3.48K
PWMG
571
Private Wealth Management Group
New Jersey
$3.48K
TWD
572
True Wealth Design
Ohio
$3.48K +$3.37K +38 +1,267%
SFA
573
Semmax Financial Advisors
North Carolina
$3.46K
LOIP
574
Live Oak Investment Partners
Texas
$3.39K
RF
575
Roxbury Financial
New Jersey
$3.31K +$3.11K +35 New