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Pinnacle West Capital

492 hedge funds and large institutions have $7.14B invested in Pinnacle West Capital in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 180 increasing their positions, 145 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $14.9M | Put options by funds: $10.1M

38% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 50

24% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 145

2% more funds holding

Funds holding: 482492 (+10)

1.66% more ownership

Funds ownership: 84.92%86.58% (+1.7%)

5% less capital invested

Capital invested by funds: $7.48B → $7.14B (-$340M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
492
Holders Change
+10
Holders Change %
+2.07%
% of All Funds
8.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
69
Increased
180
Reduced
145
Closed
50
Calls
$14.9M
Puts
$10.1M
Net Calls
+$4.76M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
276
Contravisory Investment Management
Massachusetts
$455K +$466K +6,229 New
M&T Bank
277
M&T Bank
New York
$450K +$159K +2,121 +46%
BCM
278
Birmingham Capital Management
Alabama
$444K
HSA
279
HBK Sorce Advisory
Pennsylvania
$444K +$42.6K +569 +10%
NB
280
Norinchukin Bank
Japan
$443K -$306K -4,094 -40%
V
281
Veritable
Delaware
$434K +$53.2K +711 +14%
MA
282
MUFG Americas
New York
$430K -$299 -4 -0.1%
PMG
283
ProVise Management Group
Florida
$425K -$602K -8,052 -58%
RFC
284
Regions Financial Corp
Alabama
$420K -$2.99K -40 -0.7%
SF
285
Synovus Financial
Georgia
$420K +$431K +5,757 New
FHB
286
First Hawaiian Bank
Hawaii
$415K
KFA
287
Krane Funds Advisors
New York
$413K -$76.9K -1,028 -15%
CPR
288
CSU Producer Resources
Ohio
$410K
BCA
289
Bay Colony Advisors
Massachusetts
$404K -$23.6K -315 -5%
CCP
290
Clarkston Capital Partners
Michigan
$402K
PA
291
Profund Advisors
Maryland
$402K +$17.9K +240 +5%
EFL
292
ERn Financial LLC
Wisconsin
$395K
William Blair & Company
293
William Blair & Company
Illinois
$395K +$673 +9 +0.2%
OTPPB
294
Ontario Teachers' Pension Plan Board
Ontario, Canada
$394K -$682K -9,121 -63%
QC
295
Quadrature Capital
United Kingdom
$394K +$402K +5,382 New
BC
296
Bridgefront Capital
Texas
$391K -$78K -1,043 -16%
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
$388K -$50K -669 -11%
LWAC
298
Laurel Wealth Advisors (California)
California
$382K
NA
299
NewEdge Advisors
Louisiana
$380K +$389K +5,196 New
SWP
300
Stratos Wealth Partners
Ohio
$344K -$144K -1,919 -29%

PNW Hedge Fund Activity: Q2 2022 in Review

492 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q2 2022, worth a combined $7.14B — down 4.5% from $7.48B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PNW positions and 50 closed out — a net gain of 19 holders — while 180 added to existing stakes and 145 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $74M. The largest seller was Atlas Infrastructure Partners, exiting entirely with an estimated $113M sold.

  • 492 institutional investors held Pinnacle West Capital (PNW) as of Q2 2022, up from 482 in Q1 2022.
  • Funds reported $7.14B of Pinnacle West Capital stock for Q2 2022, down 4.5% quarter-over-quarter.
  • 69 funds opened new Pinnacle West Capital positions in Q2 2022 and 50 closed out, a net change of +19 holders.
  • The largest Pinnacle West Capital buyer in Q2 2022 was Envestnet Asset Management, an estimated $74M added.
  • The largest Pinnacle West Capital seller in Q2 2022 was Atlas Infrastructure Partners, an estimated $113M sold.

Based on aggregated 13F filings for Q2 2022.