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Pinnacle West Capital

579 hedge funds and large institutions have $10.1B invested in Pinnacle West Capital in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 197 increasing their positions, 190 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

298% more call options, than puts

Call options by funds: $32.7M | Put options by funds: $8.22M

103% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 39

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

16% more capital invested

Capital invested by funds: $8.7B → $10.1B (+$1.42B)

7% more funds holding

Funds holding: 543579 (+36)

4% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 190

0.54% more ownership

Funds ownership: 100.32%100.86% (+0.54%)

Holders
579
Holders Change
+36
Holders Change %
+6.63%
% of All Funds
8.31%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
79
Increased
197
Reduced
190
Closed
39
Calls
$32.7M
Puts
$8.22M
Net Calls
+$24.5M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.27B -$37.6M -440,153 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.24B -$4.63M -54,273 -0.4%
BlackRock
3
BlackRock
New York
$920M -$17.5M -204,789 -2%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$605M -$13.5M -158,394 -2%
State Street
5
State Street
Massachusetts
$567M +$4.84M +56,644 +0.9%
AIP
6
Atlas Infrastructure Partners
United Kingdom
$315M +$23.3M +273,412 +8%
Invesco
7
Invesco
Georgia
$288M -$33.9M -396,510 -11%
ZP
8
Zimmer Partners
New York
$257M +$13.3M +155,466 +6%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$240M +$509K +5,960 +0.2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$237M -$15.2M -177,741 -6%
Norges Bank
11
Norges Bank
Norway
$192M +$9.17M +107,390 +5%
Deutsche Bank
12
Deutsche Bank
Germany
$162M +$15.4M +180,035 +11%
Citadel Advisors
13
Citadel Advisors
Florida
$161M +$106M +1,243,866 +218%
Morgan Stanley
14
Morgan Stanley
New York
$141M +$11M +128,501 +9%
Pictet Asset Management
15
Pictet Asset Management
Switzerland
$141M -$10.7M -125,664 -7%
Lazard Asset Management
16
Lazard Asset Management
New York
$117M -$136M -1,597,638 -55%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$102M -$750K -8,784 -0.8%
WHRC
18
W.H. Reaves & Co
New Jersey
$91.1M +$3.25M +38,112 +4%
Charles Schwab
19
Charles Schwab
California
$91.1M +$433K +5,066 +0.5%
Empower Advisory Group
20
Empower Advisory Group
Colorado
$86.2M +$1.59M +18,673 +2%
Northern Trust
21
Northern Trust
Illinois
$84.6M -$9.41M -110,153 -10%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$84.2M +$8.99M +105,299 +12%
N
23
Nuveen
North Carolina
$79.8M -$829K -9,709 -1%
Franklin Resources
24
Franklin Resources
California
$74.7M -$986K -11,549 -1%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$71.8M +$39.2M +458,676 +130%

PNW Hedge Fund Activity: Q3 2024 in Review

579 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q3 2024, worth a combined $10.1B — up 16% from $8.7B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PNW positions and 39 closed out — a net gain of 40 holders — while 197 added to existing stakes and 190 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $106M. The largest seller was Lazard Asset Management, cutting an estimated $136M.

  • 579 institutional investors held Pinnacle West Capital (PNW) as of Q3 2024, up from 543 in Q2 2024.
  • Funds reported $10.1B of Pinnacle West Capital stock for Q3 2024, up 16% quarter-over-quarter.
  • 79 funds opened new Pinnacle West Capital positions in Q3 2024 and 39 closed out, a net change of +40 holders.
  • The largest Pinnacle West Capital buyer in Q3 2024 was Citadel Advisors, an estimated $106M added.
  • The largest Pinnacle West Capital seller in Q3 2024 was Lazard Asset Management, an estimated $136M sold.

Based on aggregated 13F filings for Q3 2024.