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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 Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
201
CIBC Asset Management
Ontario, Canada
$1.33M -$12K -147 -0.9%
MOACM
202
Mutual of America Capital Management
New York
$1.33M +$8.07K +99 +0.6%
NYLIM
203
New York Life Investment Management
New York
$1.28M +$1.63K +20 +0.1%
Cambridge Investment Research Advisors
204
Cambridge Investment Research Advisors
Iowa
$1.27M -$91.7K -1,126 -7%
HSA
205
HBK Sorce Advisory
Pennsylvania
$1.26M -$59.2K -727 -4%
Creative Planning
206
Creative Planning
Kansas
$1.26M +$96.2K +1,181 +8%
Public Employees Retirement Association of Colorado
207
Public Employees Retirement Association of Colorado
Colorado
$1.24M – – –
TWA
208
TCI Wealth Advisors
Arizona
$1.23M +$15K +184 +1%
EM
209
Excalibur Management
Massachusetts
$1.23M +$2.61K +32 +0.2%
CCC
210
Cincinnati Casualty Company
Ohio
$1.22M – – –
ECM
211
Element Capital Management
New York
$1.19M +$63.4K +778 +6%
BFG
212
Bleakley Financial Group
New Jersey
$1.17M +$52.9K +649 +5%
II
213
IFM Investors
Australia
$1.15M +$737K +9,043 +179%
LI
214
LMCG Investments
Massachusetts
$1.14M – – –
RP
215
Riverwater Partners
Wisconsin
$1.11M +$51.2K +629 +5%
CNB
216
Czech National Bank
Czech Republic
$1.09M +$6.35K +78 +0.6%
CWM
217
CIBC World Markets
New York
$1.08M +$616K +7,561 +132%
HFM
218
Hartford Financial Management
Connecticut
$1.06M – – –
RT
219
Rockland Trust
Massachusetts
$1.04M -$7.17K -88 -0.7%
MWM
220
Modera Wealth Management
New Jersey
$988K +$988K +12,127 New
NC
221
NovaPoint Capital
Georgia
$960K +$9.29K +114 +1%
QCM
222
Quantinno Capital Management
New York
$941K +$103K +1,259 +12%
Janney Montgomery Scott
223
Janney Montgomery Scott
Pennsylvania
$940K -$282K -3,463 -23%
Neuberger Berman Group
224
Neuberger Berman Group
New York
$933K +$51.9K +637 +6%
GWSG
225
GPS Wealth Strategies Group
Colorado
$926K +$30.9K +379 +3%
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9
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