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Pinnacle West Capital
PNW

Overview Fund Activity

495 hedge funds and large institutions have $6.54B invested in Pinnacle West Capital in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 141 increasing their positions, 178 reducing their positions, and 97 closing their positions.

Holders
495
Holders Change
-13
Holders Change %
-2.56%
% of All Funds
7.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
95
Increased
141
Reduced
178
Closed
97
Calls
$22.4M
Puts
$34.5M
Net Calls
-$12.1M
Net Calls Change
+$6.56M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$760M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$123M
3
AIP
3
Atlas Infrastructure Partners
United Kingdom
$109M
4
Citadel Advisors
4
Citadel Advisors
Florida
$49.9M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$40.9M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$174M
2
American Century Companies
2
American Century Companies
Missouri
$268M
3
State Street
3
State Street
Massachusetts
$412M
4
Ameriprise
4
Ameriprise
Minnesota
$3.88M
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$17.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$925M 13,097,183 +114,796 +0.9%
Lazard Asset Management
2
Lazard Asset Management
New York
$760M 10,767,845 +6,774,779 +170%
BlackRock
3
BlackRock
New York
$685M 9,700,369 -499,628 -5%
State Street
4
State Street
Massachusetts
$412M 5,839,518 -848,976 -13%
American Century Companies
5
American Century Companies
Missouri
$268M 3,792,768 -971,058 -20%
Franklin Resources
6
Franklin Resources
California
$225M 3,191,652 -339,795 -10%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$220M 3,117,198 +159,020 +5%
Invesco
8
Invesco
Georgia
$193M 2,729,735 +49,459 +2%
Mitsubishi UFJ Trust & Banking
9
Mitsubishi UFJ Trust & Banking
Japan
$175M 2,477,391 +305,991 +14%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$174M 2,469,167 -4,123,745 -63%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$151M 2,149,085 +34,824 +2%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$123M 1,740,039 +1,740,039 New
AIP
13
Atlas Infrastructure Partners
United Kingdom
$109M 1,541,472 +1,541,472 New
Legal & General Group
14
Legal & General Group
United Kingdom
$89.5M 1,268,303 -256,869 -17%
First Trust Advisors
15
First Trust Advisors
Illinois
$83.1M 1,176,637 +144,377 +14%
Norges Bank
16
Norges Bank
Norway
$82.7M 1,170,916 -37,176 -3%
Northern Trust
17
Northern Trust
Illinois
$69.7M 986,862 -223,316 -18%
DPIM
18
Duff & Phelps Investment Management
Illinois
$66.1M 936,100 – –
Bank of New York Mellon
19
Bank of New York Mellon
New York
$63.9M 905,581 -393,532 -30%
Charles Schwab
20
Charles Schwab
California
$60.3M 853,583 +31,812 +4%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$58.9M 834,953 +21,517 +3%
Newport Trust Company
22
Newport Trust Company
District of Columbia
$57.7M 817,873 -33,883 -4%
Morgan Stanley
23
Morgan Stanley
New York
$50.1M 709,486 -100,210 -12%
Citadel Advisors
24
Citadel Advisors
Florida
$49.9M 707,064 +474,375 +204%
PCA
25
Personal Capital Advisors
California
$46.3M 655,094 +53,824 +9%
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