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Pinnacle West Capital
PNW

Overview Fund Activity

520 hedge funds and large institutions have $7.98B invested in Pinnacle West Capital in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 159 increasing their positions, 201 reducing their positions, and 40 closing their positions.

Holders
520
Holders Change
+3
Holders Change %
+0.58%
% of All Funds
8.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
159
Reduced
201
Closed
40
Calls
$19.1M
Puts
$13.1M
Net Calls
+$6M
Net Calls Change
-$7.85M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$109M
2
WHRC
2
W.H. Reaves & Co
New Jersey
$59.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$93M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$50.1M
5
Northern Trust
5
Northern Trust
Illinois
$104M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$132M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$365M
3
Invesco
3
Invesco
Georgia
$333M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$523M
5
BlackRock
5
BlackRock
New York
$820M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.18B 14,540,803 -103,861 -0.7%
BlackRock
2
BlackRock
New York
$820M 10,068,492 -239,249 -2%
State Street
3
State Street
Massachusetts
$569M 6,987,037 -52,000 -0.7%
Lazard Asset Management
4
Lazard Asset Management
New York
$523M 6,419,141 -500,626 -7%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$365M 4,485,094 -658,237 -13%
Invesco
6
Invesco
Georgia
$333M 4,087,269 -539,458 -12%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$227M 2,789,410 +35,676 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$209M 2,574,336 +84,844 +3%
American Century Companies
9
American Century Companies
Missouri
$173M 2,127,371 -1,624 -0.1%
Norges Bank
10
Norges Bank
Norway
$140M 1,723,684 +113,319 +7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$132M 1,624,582 -661,383 -29%
Capital Research Global Investors
12
Capital Research Global Investors
California
$109M 1,342,443 +1,342,443 New
Mitsubishi UFJ Trust & Banking
13
Mitsubishi UFJ Trust & Banking
Japan
$105M 1,292,364 -40,054 -3%
Northern Trust
14
Northern Trust
Illinois
$104M 1,281,034 +266,096 +26%
Morgan Stanley
15
Morgan Stanley
New York
$104M 1,274,337 +49,981 +4%
First Trust Advisors
16
First Trust Advisors
Illinois
$98.1M 1,203,851 -148,591 -11%
Franklin Resources
17
Franklin Resources
California
$98M 1,203,500 -60,531 -5%
Citadel Advisors
18
Citadel Advisors
Florida
$94.7M 1,162,101 -133,120 -10%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$93M 1,141,914 +434,739 +61%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$84.7M 1,039,449 -24,285 -2%
Jennison Associates
21
Jennison Associates
New York
$83.7M 1,027,642 +90,017 +10%
Charles Schwab
22
Charles Schwab
California
$77.7M 953,497 -3,408 -0.4%
Legal & General Group
23
Legal & General Group
United Kingdom
$77.2M 947,475 +76,749 +9%
Empower Advisory Group
24
Empower Advisory Group
Colorado
$71.2M 874,041 +7,849 +0.9%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$67.4M 826,921 +49,044 +6%
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