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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.

New
Increased
Maintained
Reduced
Closed
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 %
Public Sector Pension Investment Board (PSP Investments)
201
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.27M – – –
AAS
202
Avantax Advisory Services
Texas
$1.26M -$30.3K -405 -2%
SMDAM
203
Sumitomo Mitsui DS Asset Management
Japan
$1.21M +$1.21M +16,191 New
RJFSA
204
Raymond James Financial Services Advisors
Florida
$1.21M -$163K -2,178 -12%
CIBC Asset Management
205
CIBC Asset Management
Ontario, Canada
$1.2M +$32.3K +432 +3%
II
206
IFM Investors
Australia
$1.18M +$37.4K +501 +3%
Amundi
207
Amundi
France
$1.17M -$3.05M -41,736 -72%
CAN
208
Cetera Advisor Networks
California
$1.15M -$32.5K -435 -3%
BCI
209
Brinker Capital Investments
Pennsylvania
$1.14M +$199K +2,658 +21%
OPS
210
Orion Portfolio Solutions
Nebraska
$1.14M +$199K +2,658 +21%
NYLIM
211
New York Life Investment Management
New York
$1.13M -$44.4K -594 -4%
EM
212
Excalibur Management
Massachusetts
$1.13M +$5.9K +79 +0.5%
VI
213
Versor Investments
New York
$1.13M +$441K +5,900 +64%
CCC
214
Cincinnati Casualty Company
Ohio
$1.12M – – –
MOACM
215
Mutual of America Capital Management
New York
$1.11M -$22.6K -303 -2%
EA
216
Ellsworth Advisors
Ohio
$1.11M +$1.11M +15,356 New
QT
217
Quantbot Technologies
New York
$1.1M +$1.1M +14,751 New
TCM
218
Twin Capital Management
Pennsylvania
$1.1M -$150K -2,003 -12%
AI
219
Atom Investors
Texas
$1.08M +$634K +8,486 +143%
First Manhattan
220
First Manhattan
New York
$1.08M -$149K -2,000 -12%
Bank of Nova Scotia
221
Bank of Nova Scotia
Ontario, Canada
$1.07M +$434K +5,811 +68%
RT
222
Rockland Trust
Massachusetts
$1.07M +$51.1K +684 +5%
Verition Fund Management
223
Verition Fund Management
Connecticut
$1.05M -$135K -1,811 -11%
RP
224
Riverwater Partners
Wisconsin
$1.02M +$10K +134 +1%
MFIM
225
Mesirow Financial Investment Management
Illinois
$1.02M +$23.3K +312 +2%
7 8
9
10 11