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Pinnacle West Capital

511 hedge funds and large institutions have $6.91B invested in Pinnacle West Capital in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 176 increasing their positions, 162 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 58

2% more funds holding

Funds holding: 503511 (+8)

9% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 162

2.26% less ownership

Funds ownership: 87.04%84.78% (-2.3%)

14% less capital invested

Capital invested by funds: $8.03B → $6.91B (-$1.12B)

57% less call options, than puts

Call options by funds: $14M | Put options by funds: $32.7M

Holders
511
Holders Change
+8
Holders Change %
+1.59%
% of All Funds
8.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
72
Increased
176
Reduced
162
Closed
58
Calls
$14M
Puts
$32.7M
Net Calls
-$18.7M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
II
226
IFM Investors
Australia
$1.08M
MOACM
227
Mutual of America Capital Management
New York
$1.07M +$6.5K +82 +0.6%
CHC
228
City Holding Co
West Virginia
$1.07M -$71.6K -903 -6%
WHRC
229
W.H. Reaves & Co
New Jersey
$1.04M +$16.9K +213 +1%
ACM
230
AlphaCrest Capital Management
New York
$1.04M +$818K +10,316 +258%
ASN
231
Advisory Services Network
Georgia
$1.02M +$859K +10,841 +330%
DIM
232
DC Investments Management
Virginia
$1.01M
Capstone Investment Advisors
233
Capstone Investment Advisors
New York
$1.01M +$1.1M +13,941 New
MLICM
234
Metropolitan Life Insurance Company (MetLife)
New York
$960K -$35.4K -447 -3%
Cambridge Investment Research Advisors
235
Cambridge Investment Research Advisors
Iowa
$944K -$317 -4 -0%
Man Group
236
Man Group
United Kingdom
$939K +$730K +9,207 +244%
NGA
237
Naples Global Advisors
Florida
$938K +$27.7K +350 +3%
OPA
238
Old Port Advisors
Maine
$928K +$217K +2,738 +28%
OQS
239
Occudo Quantitative Strategies
Florida
$909K +$996K +12,563 New
SLA
240
Silver Lake Advisory
Utah
$907K -$7.85K -99 -0.8%
PAMP
241
Polar Asset Management Partners
Ontario, Canada
$898K +$600K +7,565 +156%
HWAM
242
Hennion & Walsh Asset Management
New Jersey
$893K +$284K +3,580 +41%
NAM
243
Nissay Asset Management
Japan
$877K +$32.7K +412 +4%
Schroder Investment Management Group
244
Schroder Investment Management Group
United Kingdom
$853K -$2.74M -34,570 -75%
M&T Bank
245
M&T Bank
New York
$849K -$28.5K -360 -3%
DekaBank Deutsche Girozentrale
246
DekaBank Deutsche Girozentrale
Germany
$845K +$61K +770 +7%
WPP
247
Whalerock Point Partners
Rhode Island
$819K
Creative Planning
248
Creative Planning
Kansas
$814K +$101K +1,279 +13%
CGH
249
Crossmark Global Holdings
Texas
$812K -$18.5K -234 -2%
OSIA
250
O'Shares Investment Advisers
Massachusetts
$798K +$874K +11,030 New

PNW Hedge Fund Activity: Q3 2021 in Review

511 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q3 2021, worth a combined $6.91B — down 14% from $8.03B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new PNW positions and 58 closed out — a net gain of 14 holders — while 176 added to existing stakes and 162 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $39.4M. The largest seller was Royal Bank of Canada, cutting an estimated $73.3M.

  • 511 institutional investors held Pinnacle West Capital (PNW) as of Q3 2021, up from 503 in Q2 2021.
  • Funds reported $6.91B of Pinnacle West Capital stock for Q3 2021, down 14% quarter-over-quarter.
  • 72 funds opened new Pinnacle West Capital positions in Q3 2021 and 58 closed out, a net change of +14 holders.
  • The largest Pinnacle West Capital buyer in Q3 2021 was Fidelity Investments, an estimated $39.4M added.
  • The largest Pinnacle West Capital seller in Q3 2021 was Royal Bank of Canada, an estimated $73.3M sold.

Based on aggregated 13F filings for Q3 2021.