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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.

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 %
Principal Financial Group
76
Principal Financial Group
Iowa
$9.69M +$141K +1,885 +1%
ACG
77
Aventail Capital Group
New York
$9.54M +$9.54M +127,609 New
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$9.5M -$598K -7,542 -6%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$9.22M -$3.95M -52,848 -30%
Alyeska Investment Group
80
Alyeska Investment Group
Illinois
$8.86M +$8.86M +118,595 New
CS
81
Credit Suisse
Switzerland
$8.79M -$273K -3,648 -3%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$8.65M -$6.14M -82,156 -42%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$8.64M -$462K -6,180 -5%
Capstone Investment Advisors
84
Capstone Investment Advisors
New York
$8.36M +$8.36M +111,876 New
AIMCA
85
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.95M +$3.82M +51,087 +92%
Kovitz Investment Group Partners
86
Kovitz Investment Group Partners
Illinois
$7.63M +$99K +1,325 +1%
AQR Capital Management
87
AQR Capital Management
Connecticut
$7.5M -$5.19M -69,941 -41%
BCM
88
Bornite Capital Management
New York
$7.47M +$7.47M +100,000 New
Boston Partners
89
Boston Partners
Massachusetts
$7.15M -$447K -5,981 -6%
MAM
90
Magellan Asset Management
Australia
$7.14M +$297K +3,971 +4%
Connor, Clark & Lunn Investment Management (CC&L)
91
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.01M +$3.18M +42,613 +83%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$6.96M +$1.97M +26,402 +40%
Citigroup
93
Citigroup
New York
$6.82M -$2.14M -28,616 -24%
YCM
94
Yaupon Capital Management
New York
$6.78M +$6.78M +90,707 New
VV
95
Verity & Verity
South Carolina
$6.73M -$283K -3,790 -4%
Prudential Financial
96
Prudential Financial
New Jersey
$6.49M -$3.28M -43,832 -34%
KFP
97
Keystone Financial Planning
Ohio
$6.29M -$122K -1,627 -2%
Mitsubishi UFJ Asset Management
98
Mitsubishi UFJ Asset Management
Japan
$6.21M +$2.14M +28,613 +52%
AAIM
99
American Assets Investment Management
California
$6.2M – – –
Macquarie Group
100
Macquarie Group
Australia
$6.13M -$341K -4,560 -5%
2 3
4
5 6