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Pinnacle West Capital
PNW

Overview Fund Activity

524 hedge funds and large institutions have $8.4B invested in Pinnacle West Capital in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 171 increasing their positions, 193 reducing their positions, and 80 closing their positions.

Holders
524
Holders Change
-20
Holders Change %
-3.68%
% of All Funds
7.6%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
66
Increased
171
Reduced
193
Closed
80
Calls
$20.7M
Puts
$18.7M
Net Calls
+$2.03M
Net Calls Change
+$4.28M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$960M
2
AIP
2
Atlas Infrastructure Partners
United Kingdom
$250M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$502M
4
ZP
4
Zimmer Partners
New York
$198M
5
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$135M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$106M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$27.6M
4
Jennison Associates
4
Jennison Associates
New York
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.06B 14,126,942 -155,172 -1%
Capital Research Global Investors
2
Capital Research Global Investors
California
$960M 12,851,930 +6,344,121 +97%
BlackRock
3
BlackRock
New York
$769M 10,293,228 +250,513 +2%
Lazard Asset Management
4
Lazard Asset Management
New York
$502M 6,719,397 +2,828,450 +73%
State Street
5
State Street
Massachusetts
$484M 6,477,431 -321,699 -5%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$419M 5,606,251 -114,863 -2%
Invesco
7
Invesco
Georgia
$281M 3,759,401 -256,854 -6%
AIP
8
Atlas Infrastructure Partners
United Kingdom
$250M 3,343,928 +3,343,928 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$207M 2,778,648 +111,896 +4%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$204M 2,727,205 -18,061 -0.7%
ZP
11
Zimmer Partners
New York
$198M 2,655,010 +2,655,010 New
Norges Bank
12
Norges Bank
Norway
$157M 2,101,712 +529,972 +34%
American Century Companies
13
American Century Companies
Missouri
$139M 1,865,933 +42,390 +2%
Pictet Asset Management
14
Pictet Asset Management
Switzerland
$135M 1,806,479 +1,777,310 +6,093%
Morgan Stanley
15
Morgan Stanley
New York
$106M 1,412,272 -1,401,406 -50%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$83.4M 1,115,913 -43,409 -4%
Charles Schwab
17
Charles Schwab
California
$75.2M 1,006,439 +15,068 +2%
Northern Trust
18
Northern Trust
Illinois
$74.3M 993,722 -13,090 -1%
WHRC
19
W.H. Reaves & Co
New Jersey
$72.4M 969,176 +154,867 +19%
Empower Advisory Group
20
Empower Advisory Group
Colorado
$70.2M 939,797 +37,570 +4%
Legal & General Group
21
Legal & General Group
United Kingdom
$69.6M 930,766 +6,673 +0.7%
Franklin Resources
22
Franklin Resources
California
$66M 882,761 -239,381 -21%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$63.8M 850,608 +316,472 +59%
CFC
24
Cincinnati Financial Corp
Ohio
$54.5M 729,460 – –
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$53.8M 854,661 +101,971 +14%
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