PNW icon

Pinnacle West Capital
PNW

Overview Fund Activity

524 hedge funds and large institutions have $8.4B invested in Pinnacle West Capital in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 171 increasing their positions, 193 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
-20
Holders Change %
-3.68%
% of All Funds
7.6%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
66
Increased
171
Reduced
193
Closed
80
Calls
$20.7M
Puts
$18.7M
Net Calls
+$2.03M
Net Calls Change
+$4.28M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$474M
2
AIP
Atlas Infrastructure Partners
United Kingdom
+$250M
3
Lazard Asset Management
Lazard Asset Management
New York
+$211M
4
ZP
Zimmer Partners
New York
+$198M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
+$133M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$105M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$63.2M
3
First Trust Advisors
First Trust Advisors
Illinois
-$62.5M
4
Jennison Associates
Jennison Associates
New York
-$33.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$28.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PE
576
Point72 Europe
United Kingdom
– -$235K -3,271 Closed
OA
577
Oracle Alpha
Ontario, Canada
– -$223K -3,100 Closed
MNBTD
578
Moody National Bank Trust Division
Texas
– -$220K -3,064 Closed
BP
579
Ballentine Partners
Massachusetts
– -$214K -2,974 Closed
TC
580
Trilogy Capital
California
– -$208K -2,899 Closed
Wolverine Trading
581
Wolverine Trading
Illinois
– -$202K -2,815 Closed
Group One Trading
582
Group One Trading
Illinois
– -$173K -2,406 Closed
QL
583
Quarry LP
New York
– -$125K -1,734 Closed
TF
584
Tompkins Financial
New York
– -$115K -1,600 Closed
CCMI
585
Creative Capital Management Investments
California
– -$83K -1,156 Closed
EC
586
EntryPoint Capital
New York
– -$77.8K -1,083 Closed
WTG
587
West Tower Group
Virginia
– -$67.1K -934 Closed
AA
588
Addison Advisors
Vermont
– -$54K -752 Closed
PCM
589
Penserra Capital Management
California
– -$37K -516 Closed
T
590
TOBAM
France
– -$29K -408 Closed
HWA
591
Heritage Wealth Advisors
Virginia
– -$26.2K -365 Closed
GI
592
Gradient Investments
Minnesota
– -$21.7K -302 Closed
FWM
593
Focused Wealth Management
New York
– -$15.5K -216 Closed
Loomis, Sayles & Company
594
Loomis, Sayles & Company
Massachusetts
– -$10K -139 Closed
VWM
595
Venturi Wealth Management
Texas
– -$9.56K -133 Closed
BEI
596
Benjamin Edwards Inc
Missouri
– -$4K -55 Closed
TCWA
597
Turtle Creek Wealth Advisors
Texas
– -$3.81K -53 Closed
GWS
598
Glassman Wealth Services
Virginia
– -$2.51K -35 Closed
MTIC
599
Missouri Trust & Investment Company
Missouri
– -$1.72K -24 Closed
CA
600
Clearstead Advisors
Ohio
– -$1.22K -17 Closed
21 22 23
24
25