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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
BCM
251
Birmingham Capital Management
Alabama
$765K
HIMCH
252
Hartford Investment Management Co (HIMCO)
Connecticut
$755K -$119K -1,503 -13%
JC
253
JB Capital
Connecticut
$745K +$817K +10,302 New
CIBC Asset Management
254
CIBC Asset Management
Ontario, Canada
$734K +$25.4K +320 +3%
CSUI
255
Cincinnati Specialty Underwriters Insurance
Ohio
$703K
NB
256
Norinchukin Bank
Japan
$692K +$19K +240 +3%
IG
257
ING Group
Netherlands
$685K +$750K +9,469 New
OPERF
258
Oregon Public Employees Retirement Fund
Oregon
$683K +$12.8K +162 +2%
CI Investments Inc
259
CI Investments Inc
Ontario, Canada
$682K -$47.9K -604 -6%
TWA
260
TCI Wealth Advisors
Arizona
$676K -$2.77K -35 -0.4%
SAM
261
Securian Asset Management
Minnesota
$669K -$7.93K -100 -1%
CAN
262
Cetera Advisor Networks
California
$667K +$227K +2,858 +45%
WGAM
263
Wilkinson Global Asset Management
New York
$651K
KBC Group
264
KBC Group
Belgium
$634K -$694K -8,756 -50%
IAS
265
Investment Advisory Services
Texas
$623K -$4.83K -61 -0.7%
MSRPS
266
Maryland State Retirement & Pension System
Maryland
$623K
BCI
267
Brinker Capital Investments
Pennsylvania
$606K
KC
268
Kepos Capital
New York
$606K +$118K +1,492 +22%
TI
269
Trexquant Investment
Connecticut
$606K +$664K +8,379 New
CCWA
270
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$579K +$159 +2 +0%
GCP
271
GSA Capital Partners
United Kingdom
$573K +$627K +7,913 New
IF
272
Intrua Financial
Texas
$570K +$671K +8,464 New
MAM
273
Meeder Asset Management
Ohio
$562K +$119K +1,496 +24%
IIC
274
Ironwood Investment Counsel
Arizona
$559K +$16.1K +203 +3%
BEI
275
Benjamin Edwards Inc
Missouri
$551K +$603K +7,613 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.