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Pinnacle West Capital
PNW

Overview Fund Activity

476 hedge funds and large institutions have $6.3B invested in Pinnacle West Capital in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 178 increasing their positions, 146 reducing their positions, and 60 closing their positions.

Holders
476
Holders Change
-13
Holders Change %
-2.66%
% of All Funds
8.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
54
Increased
178
Reduced
146
Closed
60
Calls
$26.5M
Puts
$15.2M
Net Calls
+$11.2M
Net Calls Change
+$6.46M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$79.2M
2
Invesco
2
Invesco
Georgia
$320M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$96.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$24.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$56M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$90.9M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$583M
3
Mitsubishi UFJ Trust & Banking
3
Mitsubishi UFJ Trust & Banking
Japan
$104M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$109M
5
PAM
5
Panagora Asset Management
Massachusetts
$2.61M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$897M 13,902,237 +171,173 +1%
BlackRock
2
BlackRock
New York
$638M 9,882,344 +119,298 +1%
Lazard Asset Management
3
Lazard Asset Management
New York
$583M 9,041,344 -1,161,185 -11%
State Street
4
State Street
Massachusetts
$493M 7,634,622 +74,164 +1%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$364M 5,647,414 -29,200 -0.5%
Invesco
6
Invesco
Georgia
$320M 4,955,963 +1,027,402 +26%
American Century Companies
7
American Century Companies
Missouri
$240M 3,724,089 +6,865 +0.2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$173M 2,674,853 +13,782 +0.5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$172M 2,660,473 +63,898 +2%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$109M 1,693,463 -476,839 -22%
Mitsubishi UFJ Trust & Banking
11
Mitsubishi UFJ Trust & Banking
Japan
$104M 1,612,059 -593,356 -27%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$96.6M 1,497,267 +387,701 +35%
Franklin Resources
13
Franklin Resources
California
$90.9M 1,409,494 -1,425,254 -50%
Morgan Stanley
14
Morgan Stanley
New York
$88.6M 1,372,751 +45,915 +3%
First Trust Advisors
15
First Trust Advisors
Illinois
$85.2M 1,320,520 +7,357 +0.6%
Norges Bank
16
Norges Bank
Norway
$80M 1,239,534 -95,031 -7%
ZP
17
Zimmer Partners
New York
$79.2M 1,227,500 +1,027,500 +514%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$69.2M 1,072,630 +30,691 +3%
Northern Trust
19
Northern Trust
Illinois
$62.3M 966,270 +7,446 +0.8%
Legal & General Group
20
Legal & General Group
United Kingdom
$60.4M 935,632 -141,953 -13%
Charles Schwab
21
Charles Schwab
California
$59.8M 926,470 +19,854 +2%
Goldman Sachs
22
Goldman Sachs
New York
$56M 867,778 +284,309 +49%
PCA
23
Personal Capital Advisors
California
$52.9M 820,490 +20,486 +3%
DPIM
24
Duff & Phelps Investment Management
Illinois
$52.3M 810,450 – –
Newport Trust Company
25
Newport Trust Company
District of Columbia
$49.5M 767,917 -13,429 -2%
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