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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
1
Capital Research Global Investors
California
$960M
2
AIP
2
Atlas Infrastructure Partners
United Kingdom
$250M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$502M
4
ZP
4
Zimmer Partners
New York
$198M
5
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$135M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$106M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$27.6M
4
Jennison Associates
4
Jennison Associates
New York
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
51
Guggenheim Capital
Illinois
$18.8M +$3.75M +50,143 +25%
Bank of America
52
Bank of America
North Carolina
$18.6M -$293K -3,924 -2%
SEI Investments
53
SEI Investments
Pennsylvania
$17.1M +$2.31M +30,924 +16%
COPPSERS
54
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17M +$1.05M +14,101 +7%
Swiss National Bank
55
Swiss National Bank
Switzerland
$16.7M +$44.8K +600 +0.3%
Barclays
56
Barclays
United Kingdom
$15.7M +$656K +8,781 +4%
UBS Group
57
UBS Group
Switzerland
$15.4M -$16.2M -216,260 -51%
GCM
58
Ghisallo Capital Management
Massachusetts
$14.9M +$14.9M +200,000 New
FCI
59
Financial Counselors Inc
Kansas
$14.1M +$1.18M +15,827 +9%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14M -$482K -6,449 -3%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$13.8M -$1.2M -16,113 -8%
Balyasny Asset Management
62
Balyasny Asset Management
Illinois
$13.5M -$6.98M -93,389 -34%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$13.5M -$2.25M -30,143 -14%
WCM
64
Wedge Capital Management
North Carolina
$13.2M +$1.78M +23,793 +16%
SFI
65
Susquehanna Fundamental Investments
Pennsylvania
$12.8M +$12.8M +171,604 New
SCM
66
SKBA Capital Management
California
$12.7M +$1.48M +19,760 +13%
CI
67
Cambiar Investors
Colorado
$12.4M +$12.4M +166,521 New
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$11.2M +$216K +2,892 +2%
Wells Fargo
69
Wells Fargo
California
$10.9M -$911K -12,184 -8%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$10.9M +$374 +5 +0%
AllianceBernstein
71
AllianceBernstein
Tennessee
$10.6M -$139K -1,865 -1%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$10.4M -$63.2M -845,485 -86%
Millennium Management
73
Millennium Management
New York
$10.1M -$19.1M -255,886 -65%
Stifel Financial
74
Stifel Financial
Missouri
$9.85M +$1.41M +18,925 +17%
Federated Hermes
75
Federated Hermes
Pennsylvania
$9.79M +$633K +8,471 +7%
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