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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
NS
576
NBC Securities
Alabama
$3.22K -$87.6K -987 -96%
EBA
577
Eagle Bay Advisors
New York
$3.01K -$888 -10 -22%
SIM
578
Synergy Investment Management
Florida
$2.88K +$3.02K +34 New
WAG
579
Wiser Advisor Group
Arizona
$2.8K
PP
580
Pacifica Partners
Canada
$2.78K
WSFS
581
Wilmington Savings Fund Society
Delaware
$2.54K
NC
582
NewSquare Capital
Pennsylvania
$2.54K +$2.66K +30 New
DF
583
Dunhill Financial
United Kingdom
$2.37K +$533 +6 +27%
HEIP
584
Hudson Edge Investment Partners
New Jersey
$2.03K
CWC
585
Carolinas Wealth Consulting
North Carolina
$1.86K -$89 -1 -4%
RI
586
Ridgewood Investments
New Jersey
$1.7K
DPW
587
DiNuzzo Private Wealth
Pennsylvania
$1.61K
WA
588
Whipplewood Advisors
Colorado
$1.61K +$1.69K +19 New
CPG
589
Cornerstone Planning Group
New Jersey
$1.49K
W
590
WealthCollab
Washington
$1.44K
MSWM
591
Mowery & Schoenfeld Wealth Management
Illinois
$1.44K +$1.51K +17 New
AWM
592
Avior Wealth Management
Nebraska
$1.44K +$1.15K +13 +325%
SIC
593
SJS Investment Consulting
Ohio
$1.27K -$266 -3 -17%
AAP
594
Arax Advisory Partners
Colorado
$1.1K -$89 -1 -7%
HWA
595
HHM Wealth Advisors
Tennessee
$1.02K +$1.07K +12 New
GKIM
596
GW&K Investment Management
Massachusetts
$1K
WCM
597
Winthrop Capital Management
Indiana
$1K +$799 +9 New
OP
598
ORG Partners
Indiana
$872
PWMG
599
Prestige Wealth Management Group
New Jersey
$848
WCM
600
WealthTrak Capital Management
Virginia
$848 +$888 +10 New