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Pinnacle West Capital
PNW

Overview Fund Activity

520 hedge funds and large institutions have $7.98B invested in Pinnacle West Capital in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 159 increasing their positions, 201 reducing their positions, and 40 closing their positions.

Holders
520
Holders Change
+3
Holders Change %
+0.58%
% of All Funds
8.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
159
Reduced
201
Closed
40
Calls
$19.1M
Puts
$13.1M
Net Calls
+$6M
Net Calls Change
-$7.85M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$109M
2
WHRC
2
W.H. Reaves & Co
New Jersey
$59.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$93M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$50.1M
5
Northern Trust
5
Northern Trust
Illinois
$104M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$132M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$365M
3
Invesco
3
Invesco
Georgia
$333M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$523M
5
BlackRock
5
BlackRock
New York
$820M
Name Market Value Shares Shares
Change 		Shares
Change %
HHAM
101
HITE Hedge Asset Management
Massachusetts
$7.36M 90,345 +39,496 +78%
KFP
102
Keystone Financial Planning
Ohio
$7.23M 88,703 -693 -0.8%
Janus Henderson Group
103
Janus Henderson Group
United Kingdom
$7.22M 88,666 +28,444 +47%
AAIM
104
American Assets Investment Management
California
$6.76M 83,000 – –
MAM
105
Magellan Asset Management
Australia
$6.68M 81,991 +6,777 +9%
TD Asset Management
106
TD Asset Management
Ontario, Canada
$6M 73,599 -8,856 -11%
CIA
107
Capital Investment Advisors
Georgia
$5.92M 72,629 +2,443 +3%
MPM
108
Meritage Portfolio Management
Kansas
$5.5M 67,572 +2,734 +4%
Osaic Holdings
109
Osaic Holdings
Arizona
$5.37M 65,822 +976 +2%
BGIM
110
Brandywine Global Investment Management
Pennsylvania
$5.37M 65,865 -6,302 -9%
Point72 Asset Management
111
Point72 Asset Management
Connecticut
$5.36M 65,800 -115,100 -64%
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$5.36M 65,781 +2,060 +3%
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$5.31M 65,154 -595 -0.9%
YCM
114
Yaupon Capital Management
New York
$5.24M 64,351 +64,351 New
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$5.23M 64,199 -5,922 -8%
Macquarie Group
116
Macquarie Group
Australia
$5.1M 62,664 +11,188 +22%
Squarepoint
117
Squarepoint
New York
$4.95M 60,749 +26,707 +78%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.91M 60,305 -4,296 -7%
State of New Jersey Common Pension Fund D
119
State of New Jersey Common Pension Fund D
New Jersey
$4.77M 58,566 – –
Mitsubishi UFJ Asset Management
120
Mitsubishi UFJ Asset Management
Japan
$4.47M 54,836 +10,847 +25%
BEAM
121
Baker Ellis Asset Management
Washington
$4.31M 52,872 -1,260 -2%
LPL Financial
122
LPL Financial
California
$4.12M 50,574 +10,054 +25%
Treasurer of the State of North Carolina
123
Treasurer of the State of North Carolina
North Carolina
$4.03M 49,483 +130 +0.3%
BCFS
124
Butensky & Cohen Financial Security
Florida
$4.03M 49,428 -1,335 -3%
Cerity Partners
125
Cerity Partners
New York
$4.01M 49,168 +29,057 +144%
3 4
5
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