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Pinnacle West Capital

482 hedge funds and large institutions have $7.48B invested in Pinnacle West Capital in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 195 increasing their positions, 144 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 144

14% more capital invested

Capital invested by funds: $6.55B → $7.48B (+$930M)

2.5% more ownership

Funds ownership: 82.43%84.92% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 72

3% less funds holding

Funds holding: 498482 (-16)

23% less call options, than puts

Call options by funds: $22.5M | Put options by funds: $29.2M

Holders
482
Holders Change
-16
Holders Change %
-3.21%
% of All Funds
7.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
65
Increased
195
Reduced
144
Closed
72
Calls
$22.5M
Puts
$29.2M
Net Calls
-$6.76M
Net Calls Change
+$5.34M
Name Holding Trade Value Shares
Change
Change in
Stake
X
251
Xponance
Pennsylvania
$566K +$1.65K +23 +0.3%
KRS
252
Kentucky Retirement Systems
Kentucky
$562K +$26.3K +367 +5%
DekaBank Deutsche Girozentrale
253
DekaBank Deutsche Girozentrale
Germany
$559K
LSERS
254
Louisiana State Employees Retirement System
Louisiana
$554K
Schroder Investment Management Group
255
Schroder Investment Management Group
United Kingdom
$553K +$26.4K +369 +5%
MLICM
256
Metropolitan Life Insurance Company (MetLife)
New York
$544K -$424K -5,927 -46%
IA
257
IFP Advisors
Florida
$539K +$228K +3,183 +65%
CWM
258
CIBC World Markets
New York
$535K +$203K +2,832 +70%
WFS
259
Widmann Financial Services
Maryland
$531K
N
260
Natixis
France
$528K +$483K +6,756 New
SS
261
Simplicity Solutions
Minnesota
$527K +$483K +6,754 New
IAS
262
Investment Advisory Services
Texas
$524K
EIP
263
Epoch Investment Partners
New York
$523K +$479K +6,700 New
KFA
264
Krane Funds Advisors
New York
$522K +$3.22K +45 +0.7%
Neuberger Berman Group
265
Neuberger Berman Group
New York
$518K -$176K -2,464 -27%
SWP
266
Stratos Wealth Partners
Ohio
$517K +$33.1K +462 +8%
NMERB
267
New Mexico Educational Retirement Board
New Mexico
$512K -$21.5K -300 -4%
Cetera Investment Advisers
268
Cetera Investment Advisers
Illinois
$502K +$94.2K +1,317 +26%
BC
269
Bridgefront Capital
Texas
$499K +$226K +3,157 +98%
Qube Research & Technologies (QRT)
270
Qube Research & Technologies (QRT)
United Kingdom
$497K -$422K -5,895 -48%
BCM
271
Birmingham Capital Management
Alabama
$474K -$351K -4,900 -45%
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$467K +$8.37K +117 +2%
HVIA
273
Hudson Valley Investment Advisors
New York
$463K -$85.9K -1,200 -17%
MA
274
MUFG Americas
New York
$459K -$14.3K -200 -3%
FAM
275
Fulcrum Asset Management
United Kingdom
$456K