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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
Creative Planning
176
Creative Planning
Kansas
$1.79M +$477K +6,322 +37%
JFG
177
Jefferies Financial Group
New York
$1.77M +$1.75M +23,136 New
ACIM
178
Azimuth Capital Investment Management
Michigan
$1.75M -$3.77K -50 -0.2%
PPW
179
Parcion Private Wealth
Washington
$1.75M +$151 +2 +0%
Natixis Advisors
180
Natixis Advisors
Massachusetts
$1.75M +$185K +2,456 +12%
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$1.71M – – –
Cerity Partners
182
Cerity Partners
New York
$1.66M -$27.2K -361 -2%
Wealth Enhancement Advisory Services
183
Wealth Enhancement Advisory Services
Minnesota
$1.66M +$15K +199 +0.9%
TCM
184
Teza Capital Management
Illinois
$1.66M +$1.64M +21,697 New
CNB
185
Czech National Bank
Czech Republic
$1.65M +$128K +1,690 +8%
State of Tennessee, Department of Treasury
186
State of Tennessee, Department of Treasury
Tennessee
$1.63M -$75.8K -1,005 -5%
DIM
187
DC Investments Management
Virginia
$1.61M – – –
SIMG
188
Sonora Investment Management Group
Arizona
$1.56M – – –
BCI
189
Brinker Capital Investments
Pennsylvania
$1.55M +$381K +5,044 +33%
OPS
190
Orion Portfolio Solutions
Nebraska
$1.55M +$381K +5,044 +33%
CM
191
Crestline Management
Texas
$1.53M -$567K -7,510 -27%
MS
192
Madden Securities
Texas
$1.51M -$5.66K -75 -0.4%
Public Sector Pension Investment Board (PSP Investments)
193
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.47M +$173K +2,295 +13%
VI
194
Vestcor Inc
New Brunswick, Canada
$1.45M -$60.3K -799 -4%
URS
195
Utah Retirement Systems
Utah
$1.43M -$60.4K -800 -4%
SIC
196
SFE Investment Counsel
California
$1.41M +$18.5K +245 +1%
SPA
197
Sherbrooke Park Advisers
New York
$1.36M +$1.35M +17,850 New
EA
198
Ellsworth Advisors
Ohio
$1.31M +$140K +1,855 +12%
YCM
199
Yousif Capital Management
Michigan
$1.24M -$175K -2,325 -12%
AAS
200
Avantax Advisory Services
Texas
$1.22M -$65.4K -866 -5%
6 7
8
9 10

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.