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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
WS
301
Wedbush Securities
California
$338K -$8.23K -110 -2%
CA
302
Crumly & Associates
Illinois
$332K +$339K +4,537 New
NMIMC
303
Northwestern Mutual Investment Management Company
Wisconsin
$330K +$2.17K +29 +0.6%
DADC
304
D.A. Davidson & Co
Montana
$327K +$2.77K +37 +0.8%
HNB
305
Huntington National Bank
Ohio
$325K +$4.04K +54 +1%
BL
306
BFSG LLC
California
$321K -$8.23K -110 -2%
JMPWA
307
JP Morgan Private Wealth Advisors
California
$321K +$35.1K +469 +12%
AP
308
Advisor Partners
California
$321K +$104K +1,397 +47%
SC
309
Savant Capital
Illinois
$318K +$43.7K +584 +15%
KAS
310
Kestra Advisory Services
Texas
$318K +$47.6K +637 +17%
E
311
Ergoteles
New York
$313K +$320K +4,275 New
RC
312
RegentAtlantic Capital
New Jersey
$305K +$21.3K +285 +7%
CT
313
Chicago Trust
Illinois
$300K
ASN
314
Advisory Services Network
Georgia
$300K +$31.5K +421 +11%
JF
315
Jump Financial
Illinois
$287K +$294K +3,927 New
KRSITF
316
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$282K +$39.7K +531 +16%
1IA
317
1620 Investment Advisors
Massachusetts
$280K +$24.5K +327 +9%
SW
318
SteelPeak Wealth
California
$270K +$276K +3,696 New
FDCDDQ
319
Federation des caisses Desjardins du Quebec
Quebec, Canada
$268K +$117K +1,570 +75%
SW
320
Solidarity Wealth
Utah
$261K +$266K +3,559 New
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$259K +$17.6K +236 +7%
PA
322
Probity Advisors
Texas
$257K +$36.6K +489 +16%
GWM
323
Geneos Wealth Management
Colorado
$256K +$34.5K +461 +16%
Mackenzie Financial
324
Mackenzie Financial
Ontario, Canada
$255K -$625K -8,353 -71%
NPPM
325
North Point Portfolio Managers
Ohio
$252K

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.