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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
QC
276
Quadrature Capital
United Kingdom
$550K +$602K +7,601 New
GT
277
Glenmede Trust
Pennsylvania
$535K -$24.6K -311 -4%
ISL
278
Ingalls & Snyder LLC
New York
$535K
NMERB
279
New Mexico Educational Retirement Board
New Mexico
$533K -$15.9K -200 -3%
MA
280
MUFG Americas
New York
$527K -$32.6K -411 -5%
EVM
281
Eaton Vance Management
Massachusetts
$526K -$6.97K -88 -1%
LSERS
282
Louisiana State Employees Retirement System
Louisiana
$507K
OC
283
Oppenheimer & Co
New York
$506K +$26.9K +340 +5%
AFM
284
Abbot Financial Management
Massachusetts
$503K -$214K -2,700 -28%
Pacer Advisors
285
Pacer Advisors
Pennsylvania
$500K -$861K -10,865 -61%
Wolverine Trading
286
Wolverine Trading
Illinois
$499K +$546K +6,887 New
RFC
287
Regions Financial Corp
Alabama
$494K -$39.6K -500 -7%
TU
288
TDAM USA
Ontario, Canada
$485K
KRS
289
Kentucky Retirement Systems
Kentucky
$484K +$9.75K +123 +2%
CAM
290
CenterStar Asset Management
Illinois
$482K
MCP
291
Mirador Capital Partners
California
$476K +$2.54K +32 +0.5%
Daiwa Securities Group
292
Daiwa Securities Group
Japan
$470K +$33.4K +422 +7%
LWAC
293
Laurel Wealth Advisors (California)
California
$465K +$45.6K +575 +10%
CWM
294
CIBC World Markets
New York
$460K -$117K -1,471 -19%
AAM
295
Advisors Asset Management
Colorado
$459K -$241K -3,044 -32%
SS
296
Simplicity Solutions
Minnesota
$458K +$41.2K +520 +9%
FDCDDQ
297
Federation des caisses Desjardins du Quebec
Quebec, Canada
$458K +$449K +5,659 +837%
BC
298
Burney Company
Virginia
$456K +$194K +2,449 +64%
TWI
299
Thomas White International
Illinois
$446K
GWSG
300
GPS Wealth Strategies Group
Colorado
$436K +$12.8K +162 +3%

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.