We are live on ! Find out more
PNW icon

Pinnacle West Capital
PNW

543 hedge funds and large institutions have $8.7B invested in Pinnacle West Capital in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 182 increasing their positions, 189 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $26.4M | Put options by funds: $12.2M

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

54% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 41

8.92% more ownership

Funds ownership: 91.4% → 100.32% (+8.9%)

3% more funds holding

Funds holding: 527 → 543 (+16)

4% more capital invested

Capital invested by funds: $8.41B → $8.7B (+$296M)

4% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 189

Holders
543
Holders Change
+16
Holders Change %
+3.04%
% of All Funds
7.84%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
63
Increased
182
Reduced
189
Closed
41
Calls
$26.4M
Puts
$12.2M
Net Calls
+$14.2M
Net Calls Change
+$12.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$147M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$104M
3
Deutsche Bank
Deutsche Bank
Germany
+$77.6M
4
CC
Covalis Capital
United Kingdom
+$41.7M
5
ECM
ExodusPoint Capital Management
New York
+$37.8M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$287M
2
American Century Companies
American Century Companies
Missouri
-$68.2M
3
SSA
Schonfeld Strategic Advisors
New York
-$31.9M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$20.9M
5
Ameriprise
Ameriprise
Minnesota
-$20.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
576
CoreCap Advisors
Michigan
– -$24.2K -324 Closed
FGAM
577
Financial Gravity Asset Management
Texas
– -$17K -228 Closed
NCTC
578
New Covenant Trust Company
Indiana
– -$1.79K -24 Closed
AW
579
Avion Wealth
Texas
– -$2K -16 Closed
TAM
580
Tucker Asset Management
Colorado
– -$1.2K -16 Closed
FMTCOCP
581
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$1K -10 Closed
CAL
582
Capital Advisors Ltd
Ohio
– -$453 -6 -67%
CTA
583
Colonial Trust Advisors
South Carolina
– -$149 -2 Closed
A
584
AlphaQuest
New York
– -$75 -1 Closed
SSG
585
Summit Securities Group
New York
– +$75 +1 New
20 21 22 23
24

PNW Hedge Fund Activity: Q2 2024 in Review

543 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q2 2024, worth a combined $8.7B — up 3.5% from $8.41B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new PNW positions and 41 closed out — a net gain of 22 holders — while 182 added to existing stakes and 189 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $147M. The largest seller was Lazard Asset Management, cutting an estimated $287M.

  • 543 institutional investors held Pinnacle West Capital (PNW) as of Q2 2024, up from 527 in Q1 2024.
  • Funds reported $8.7B of Pinnacle West Capital stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 63 funds opened new Pinnacle West Capital positions in Q2 2024 and 41 closed out, a net change of +22 holders.
  • The largest Pinnacle West Capital buyer in Q2 2024 was Capital Research Global Investors, an estimated $147M added.
  • The largest Pinnacle West Capital seller in Q2 2024 was Lazard Asset Management, an estimated $287M sold.

Based on aggregated 13F filings for Q2 2024.