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Pinnacle West Capital
PNW

Overview Fund Activity

534 hedge funds and large institutions have $7.32B invested in Pinnacle West Capital in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 205 increasing their positions, 145 reducing their positions, and 29 closing their positions.

Holders
534
Holders Change
+58
Holders Change %
+12.18%
% of All Funds
8.62%
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
145
Closed
29
Calls
$27M
Puts
$17.3M
Net Calls
+$9.69M
Net Calls Change
-$1.54M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$45.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$43.4M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$48.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.08B
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$37M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$535M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
American Century Companies
3
American Century Companies
Missouri
$196M
4
ZP
4
Zimmer Partners
New York
$54.7M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$97.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B 14,225,294 +323,057 +2%
BlackRock
2
BlackRock
New York
$763M 10,033,796 +151,452 +2%
State Street
3
State Street
Massachusetts
$566M 7,444,222 -190,400 -2%
Lazard Asset Management
4
Lazard Asset Management
New York
$535M 7,034,629 -2,006,715 -22%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$418M 5,500,214 -147,200 -3%
Invesco
6
Invesco
Georgia
$388M 5,103,009 +147,046 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$210M 2,758,370 +97,897 +4%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$208M 2,734,545 +59,692 +2%
American Century Companies
9
American Century Companies
Missouri
$196M 2,574,238 -1,149,851 -31%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$116M 1,520,374 +23,107 +2%
Franklin Resources
11
Franklin Resources
California
$109M 1,428,914 +19,420 +1%
First Trust Advisors
12
First Trust Advisors
Illinois
$105M 1,381,637 +61,117 +5%
Norges Bank
13
Norges Bank
Norway
$104M 1,368,576 +129,042 +10%
Mitsubishi UFJ Trust & Banking
14
Mitsubishi UFJ Trust & Banking
Japan
$97.1M 1,276,308 -335,751 -21%
Morgan Stanley
15
Morgan Stanley
New York
$96.4M 1,267,837 -104,914 -8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$80.3M 1,056,517 -16,113 -2%
Northern Trust
17
Northern Trust
Illinois
$77.2M 1,015,097 +48,827 +5%
Charles Schwab
18
Charles Schwab
California
$72.7M 955,537 +29,067 +3%
Legal & General Group
19
Legal & General Group
United Kingdom
$68.1M 895,022 -40,610 -4%
Goldman Sachs
20
Goldman Sachs
New York
$67M 880,631 +12,853 +1%
PCA
21
Personal Capital Advisors
California
$64.1M 842,988 +22,498 +3%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$63M 828,579 +160,340 +24%
DPIM
23
Duff & Phelps Investment Management
Illinois
$61.6M 810,450 – –
Newport Trust Company
24
Newport Trust Company
District of Columbia
$57.3M 753,868 -14,049 -2%
CFC
25
Cincinnati Financial Corp
Ohio
$55.5M 729,460 – –
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