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Pinnacle West Capital
PNW

543 hedge funds and large institutions have $8.7B invested in Pinnacle West Capital in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 182 increasing their positions, 189 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $26.4M | Put options by funds: $12.2M

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

54% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 41

8.92% more ownership

Funds ownership: 91.4% → 100.32% (+8.9%)

3% more funds holding

Funds holding: 527 → 543 (+16)

4% more capital invested

Capital invested by funds: $8.41B → $8.7B (+$296M)

4% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 189

Holders
543
Holders Change
+16
Holders Change %
+3.04%
% of All Funds
7.84%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
63
Increased
182
Reduced
189
Closed
41
Calls
$26.4M
Puts
$12.2M
Net Calls
+$14.2M
Net Calls Change
+$12.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$147M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$104M
3
Deutsche Bank
Deutsche Bank
Germany
+$77.6M
4
CC
Covalis Capital
United Kingdom
+$41.7M
5
ECM
ExodusPoint Capital Management
New York
+$37.8M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$287M
2
American Century Companies
American Century Companies
Missouri
-$68.2M
3
SSA
Schonfeld Strategic Advisors
New York
-$31.9M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$20.9M
5
Ameriprise
Ameriprise
Minnesota
-$20.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
126
Beacon Investment Advisory Services
New Jersey
$3.6M +$3.56M +47,127 New
SFM
127
Systematic Financial Management
New Jersey
$3.55M +$709K +9,390 +25%
AIMCA
128
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.45M -$4.62M -61,233 -58%
D.E. Shaw & Co
129
D.E. Shaw & Co
New York
$3.41M -$1.51M -19,963 -31%
Toronto Dominion Bank
130
Toronto Dominion Bank
Ontario, Canada
$3.39M +$1.62M +21,469 +93%
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$3.38M +$280K +3,704 +9%
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$3.29M +$195K +2,589 +6%
Aberdeen Group
133
Aberdeen Group
United Kingdom
$3.21M -$269K -3,569 -8%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$3.03M +$118K +1,570 +4%
Renaissance Technologies
135
Renaissance Technologies
New York
$3.01M -$2.87M -38,000 -49%
IAN
136
Integrated Advisors Network
Texas
$2.93M -$85.6K -1,134 -3%
State of New Jersey Common Pension Fund D
137
State of New Jersey Common Pension Fund D
New Jersey
$2.91M -$1.54M -20,465 -35%
Fuller & Thaler Asset Management
138
Fuller & Thaler Asset Management
California
$2.9M +$9.51K +126 +0.3%
BL
139
BFSG LLC
California
$2.83M +$2.55M +33,810 +1,063%
AB
140
Amalgamated Bank
New York
$2.81M +$312K +4,139 +13%
Sumitomo Mitsui Trust Group
141
Sumitomo Mitsui Trust Group
Japan
$2.81M +$25.9K +343 +0.9%
Bessemer Group
142
Bessemer Group
New Jersey
$2.74M +$10.2K +135 +0.4%
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$2.62M -$22.6K -300 -0.9%
ACM
144
Aquatic Capital Management
Illinois
$2.54M +$740K +9,800 +42%
ASRS
145
Arizona State Retirement System
Arizona
$2.43M +$47.2K +626 +2%
GAM
146
Gotham Asset Management
New York
$2.43M +$1.04M +13,799 +77%
SOMRS
147
State of Michigan Retirement System
Michigan
$2.37M – – –
National Bank of Canada
148
National Bank of Canada
Quebec, Canada
$2.37M +$432K +5,721 +22%
Ensign Peak Advisors
149
Ensign Peak Advisors
Utah
$2.37M – – –
AAM
150
Advisors Asset Management
Colorado
$2.32M -$1.7M -22,539 -43%
4 5
6
7 8

PNW Hedge Fund Activity: Q2 2024 in Review

543 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q2 2024, worth a combined $8.7B — up 3.5% from $8.41B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new PNW positions and 41 closed out — a net gain of 22 holders — while 182 added to existing stakes and 189 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $147M. The largest seller was Lazard Asset Management, cutting an estimated $287M.

  • 543 institutional investors held Pinnacle West Capital (PNW) as of Q2 2024, up from 527 in Q1 2024.
  • Funds reported $8.7B of Pinnacle West Capital stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 63 funds opened new Pinnacle West Capital positions in Q2 2024 and 41 closed out, a net change of +22 holders.
  • The largest Pinnacle West Capital buyer in Q2 2024 was Capital Research Global Investors, an estimated $147M added.
  • The largest Pinnacle West Capital seller in Q2 2024 was Lazard Asset Management, an estimated $287M sold.

Based on aggregated 13F filings for Q2 2024.