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Pinnacle West Capital

616 hedge funds and large institutions have $9.57B invested in Pinnacle West Capital in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 217 increasing their positions, 180 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $4.94M

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

21% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 180

6% more funds holding

Funds holding: 579616 (+37)

1.52% less ownership

Funds ownership: 100.86%99.35% (-1.5%)

5% less capital invested

Capital invested by funds: $10.1B → $9.57B (-$551M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
616
Holders Change
+37
Holders Change %
+6.39%
% of All Funds
8.11%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
108
Increased
217
Reduced
180
Closed
65
Calls
$16.8M
Puts
$4.94M
Net Calls
+$11.8M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.2B +$12.8M +143,716 +1%
Capital Research Global Investors
2
Capital Research Global Investors
California
$991M -$237M -2,669,778 -19%
BlackRock
3
BlackRock
New York
$982M +$107M +1,206,854 +12%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$582M +$3.35M +37,768 +0.6%
State Street
5
State Street
Massachusetts
$538M -$4.85M -54,590 -0.9%
Invesco
6
Invesco
Georgia
$364M +$92.9M +1,045,788 +32%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$244M +$18.2M +204,805 +8%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$228M -$1.41M -15,871 -0.6%
Deutsche Bank
9
Deutsche Bank
Germany
$206M +$54.2M +610,042 +33%
Norges Bank
10
Norges Bank
Norway
$195M +$11.5M +129,958 +6%
Pictet Asset Management
11
Pictet Asset Management
Switzerland
$157M +$23.9M +268,951 +17%
Morgan Stanley
12
Morgan Stanley
New York
$149M +$14.7M +165,712 +10%
WHRC
13
W.H. Reaves & Co
New Jersey
$118M +$32.2M +362,083 +35%
N
14
Nuveen
North Carolina
$97.2M +$21.8M +245,003 +27%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$95.2M -$2.54M -28,574 -2%
Northern Trust
16
Northern Trust
Illinois
$87.8M +$7.15M +80,548 +8%
Charles Schwab
17
Charles Schwab
California
$87.4M +$275K +3,102 +0.3%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$84.3M +$3.86M +43,450 +5%
UBS Group
19
UBS Group
Switzerland
$82.8M +$48.5M +546,589 +127%
Voloridge Investment Management
20
Voloridge Investment Management
Florida
$82.1M +$14.1M +158,266 +20%
Two Sigma Investments
21
Two Sigma Investments
New York
$81.5M +$48.8M +549,637 +133%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$77.4M +$66.7M +750,700 +463%
First Trust Advisors
23
First Trust Advisors
Illinois
$74.6M +$49.5M +557,539 +173%
Empower Advisory Group
24
Empower Advisory Group
Colorado
$74M -$8.9M -100,193 -10%
Bank of America
25
Bank of America
North Carolina
$71.7M +$24.9M +280,460 +50%