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Pinnacle West Capital
PNW

Overview Fund Activity

544 hedge funds and large institutions have $7.1B invested in Pinnacle West Capital in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 160 increasing their positions, 210 reducing their positions, and 51 closing their positions.

Holders
544
Holders Change
+28
Holders Change %
+5.43%
% of All Funds
7.98%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
86
Increased
160
Reduced
210
Closed
51
Calls
$21.7M
Puts
$24M
Net Calls
-$2.24M
Net Calls Change
-$2.34M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$468M
2
Morgan Stanley
2
Morgan Stanley
New York
$202M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$28.1M
4
BlackRock
4
BlackRock
New York
$721M
5
Victory Capital Management
5
Victory Capital Management
Texas
$22.4M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$3.23M
2
Citadel Advisors
2
Citadel Advisors
Florida
$8.77M
3
Millennium Management
3
Millennium Management
New York
$28.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$32.7M
5
Jennison Associates
5
Jennison Associates
New York
$33.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.03B 14,282,114 -133,681 -0.9%
BlackRock
2
BlackRock
New York
$721M 10,042,715 +376,422 +4%
State Street
3
State Street
Massachusetts
$488M 6,799,130 +170,231 +3%
Capital Research Global Investors
4
Capital Research Global Investors
California
$468M 6,507,809 +3,506,181 +117%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$411M 5,721,114 +19,645 +0.3%
Invesco
6
Invesco
Georgia
$289M 4,016,255 +24,750 +0.6%
Lazard Asset Management
7
Lazard Asset Management
New York
$280M 3,890,947 +35,316 +0.9%
Morgan Stanley
8
Morgan Stanley
New York
$202M 2,813,678 +1,499,362 +114%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$197M 2,745,266 -35,816 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$191M 2,666,752 +37,959 +1%
American Century Companies
11
American Century Companies
Missouri
$131M 1,823,543 -84,938 -4%
Norges Bank
12
Norges Bank
Norway
$113M 1,571,740 -62,829 -4%
First Trust Advisors
13
First Trust Advisors
Illinois
$86.6M 1,205,800 +29,767 +3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$83.3M 1,159,322 +134,562 +13%
Franklin Resources
15
Franklin Resources
California
$80.6M 1,122,142 -56,241 -5%
Northern Trust
16
Northern Trust
Illinois
$72.3M 1,006,812 -263,932 -21%
Charles Schwab
17
Charles Schwab
California
$71.2M 991,371 +28,178 +3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$70.7M 984,050 -458,448 -32%
Legal & General Group
19
Legal & General Group
United Kingdom
$66.4M 924,093 +10,191 +1%
Empower Advisory Group
20
Empower Advisory Group
Colorado
$64.8M 902,227 +15,336 +2%
Ameriprise
21
Ameriprise
Minnesota
$58.7M 817,630 +221,831 +37%
WHRC
22
W.H. Reaves & Co
New Jersey
$58.5M 814,309 +89,442 +12%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$57.4M 799,088 +93,317 +13%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$54.1M 752,690 +108,252 +17%
EIP
25
Epoch Investment Partners
New York
$52.7M 733,969 +83,601 +13%
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