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Pinnacle West Capital

537 hedge funds and large institutions have $7.33B invested in Pinnacle West Capital in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 205 increasing their positions, 146 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 29

56% more call options, than puts

Call options by funds: $27M | Put options by funds: $17.3M

40% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 146

16% more capital invested

Capital invested by funds: $6.3B → $7.33B (+$1.03B)

12% more funds holding

Funds holding: 479537 (+58)

0.84% less ownership

Funds ownership: 86.55%85.7% (-0.84%)

Holders
537
Holders Change
+58
Holders Change %
+12.11%
% of All Funds
8.63%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
98
Increased
205
Reduced
146
Closed
29
Calls
$27M
Puts
$17.3M
Net Calls
+$9.69M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B +$23.1M +323,057 +2%
BlackRock
2
BlackRock
New York
$763M +$10.8M +151,452 +2%
State Street
3
State Street
Massachusetts
$566M -$13.6M -190,400 -2%
Lazard Asset Management
4
Lazard Asset Management
New York
$535M -$143M -2,006,715 -22%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$418M -$10.5M -147,200 -3%
Invesco
6
Invesco
Georgia
$388M +$10.5M +147,046 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$210M +$7M +97,897 +4%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$208M +$4.27M +59,692 +2%
American Century Companies
9
American Century Companies
Missouri
$196M -$82.2M -1,149,851 -31%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$116M +$1.65M +23,107 +2%
Franklin Resources
11
Franklin Resources
California
$109M +$1.39M +19,420 +1%
First Trust Advisors
12
First Trust Advisors
Illinois
$105M +$4.37M +61,117 +5%
Norges Bank
13
Norges Bank
Norway
$104M +$9.22M +129,042 +10%
Mitsubishi UFJ Trust & Banking
14
Mitsubishi UFJ Trust & Banking
Japan
$97.1M -$24M -335,751 -21%
Morgan Stanley
15
Morgan Stanley
New York
$96.4M -$7.5M -104,914 -8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$80.3M -$1.15M -16,113 -2%
Northern Trust
17
Northern Trust
Illinois
$77.2M +$3.49M +48,827 +5%
Charles Schwab
18
Charles Schwab
California
$72.7M +$2.08M +29,067 +3%
Legal & General Group
19
Legal & General Group
United Kingdom
$68.1M -$2.9M -40,610 -4%
Goldman Sachs
20
Goldman Sachs
New York
$67M +$918K +12,853 +1%
PCA
21
Personal Capital Advisors
California
$64.1M +$1.61M +22,498 +3%
JP Morgan Chase
22
JP Morgan Chase
New York
$63M +$11.5M +160,340 +24%
DPIM
23
Duff & Phelps Investment Management
Illinois
$61.6M
Newport Trust Company
24
Newport Trust Company
District of Columbia
$57.3M -$1M -14,049 -2%
CFC
25
Cincinnati Financial Corp
Ohio
$55.5M