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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 %
VCM
551
Versant Capital Management
Arizona
$6.61K -$2.46K -29 -27%
KWAG
552
Kiely Wealth Advisory Group
North Carolina
$6.59K – – –
NFSG
553
Newbridge Financial Services Group
Florida
$6.44K +$6.44K +76 New
FMII
554
Farmers & Merchants Investments Inc
Nebraska
$6.36K – – –
FDCP
555
Foster Dykema Cabot & Partners
Massachusetts
$6.19K – – –
EC
556
Elequin Capital
New York
$5.93K -$8.22K -97 -58%
PSB
557
Piscataqua Savings Bank
New Hampshire
$5.93K – – –
JWA
558
JFS Wealth Advisors
Pennsylvania
$5.68K – – –
WA
559
WPG Advisers
Maryland
$5.68K +$5.68K +67 New
MCM
560
MV Capital Management
Maryland
$5K – – –
OC
561
Oakworth Capital
Alabama
$4.92K – – –
BF
562
BOK Financial
Oklahoma
$4.58K +$4.58K +56 New
BGAI
563
Bruce G. Allen Investments
Colorado
$4.32K – – –
LWA
564
Lowe Wealth Advisors
Maryland
$4.24K +$4.24K +50 New
BCMLT
565
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.77K – – –
GBT
566
Grove Bank & Trust
Florida
$3.65K +$1.19K +14 +48%
PWMG
567
Private Wealth Management Group
New Jersey
$3.48K – – –
ACM
568
Anfield Capital Management
California
$3.48K – – –
TWD
569
True Wealth Design
Ohio
$3.48K +$3.22K +38 +1,267%
SFA
570
Semmax Financial Advisors
North Carolina
$3.46K – – –
LOIP
571
Live Oak Investment Partners
Texas
$3.39K -$3.54K – –
RF
572
Roxbury Financial
New Jersey
$3.31K +$3.31K +35 New
NS
573
NBC Securities
Alabama
$3.22K -$83.7K -987 -96%
EBA
574
Eagle Bay Advisors
New York
$3.01K -$837 -10 -22%
SIM
575
Synergy Investment Management
Florida
$2.88K +$2.88K +34 New
21 22
23
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