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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
SO
601
Sierra Ocean
California
$781 +$799 +9 New
PWA
602
Physician Wealth Advisors
Utah
$679 +$710 +8 New
NWM
603
Nova Wealth Management
Florida
$678 +$710 +8 New
CA
604
Continuum Advisory
Idaho
$593
OCM
605
Orion Capital Management
California
$593 +$622 +7 New
ADL
606
Asset Dedication LLC
California
$509 -$888 -10 -63%
RAM
607
Riggs Asset Management
Pennsylvania
$509
SIS
608
Sound Income Strategies
Florida
$509
CAM
609
Creekmur Asset Management
Illinois
$509 +$533 +6 New
MEG
610
Millstone Evans Group
Colorado
$509 +$533 +6 New
IWP
611
IAG Wealth Partners
Wisconsin
$424
GFPC
612
Global Financial Private Client
Florida
$424 +$444 +5 New
WPA
613
West Paces Advisors
Georgia
$339
OSNBOA
614
Old Second National Bank of Aurora
Illinois
$339 +$355 +4 New
PWM
615
Parkworth Wealth Management
California
$254 +$266 +3 New
PA
616
PSI Advisors
Florida
$85
ZP
617
Zimmer Partners
New York
-$257M -2,899,676 Closed
ECM
618
ExodusPoint Capital Management
New York
-$39M -440,056 Closed
IAIM
619
International Assets Investment Management
Florida
-$2.92K -258,771 Closed
Hudson Bay Capital Management
620
Hudson Bay Capital Management
Connecticut
-$15.8M -178,247 Closed
IG
621
ING Group
Netherlands
-$12.1M -136,187 Closed
Arrowstreet Capital
622
Arrowstreet Capital
Massachusetts
-$8.96M -101,095 Closed
GCM
623
Ghisallo Capital Management
Massachusetts
-$8.86M -100,000 Closed
MSE
624
MUFG Securities EMEA
United Kingdom
-$8.06M -91,000 Closed
Boston Partners
625
Boston Partners
Massachusetts
-$6.07M -68,504 Closed