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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
Neuberger Berman Group
326
Neuberger Berman Group
New York
$341K -$1.27M -15,977 -77%
HNB
327
Huntington National Bank
Ohio
$339K
OAM
328
Optimal Asset Management
California
$339K +$79 +1 +0%
Nordea Investment Management
329
Nordea Investment Management
Sweden
$334K
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$332K +$68.8K +868 +23%
E
331
Ergoteles
New York
$330K +$362K +4,567 New
Truist Financial
332
Truist Financial
North Carolina
$319K -$22.6K -285 -6%
SBH
333
Segall Bryant & Hamill
Illinois
$318K +$349K +4,400 New
Jane Street
334
Jane Street
New York
$309K -$1.02M -12,829 -75%
ADBIC
335
A.D. Beadell Investment Counsel
Wisconsin
$306K -$85.2K -1,075 -20%
VPIM
336
Vanguard Personalized Indexing Management
California
$296K +$325K +4,096 New
Rafferty Asset Management
337
Rafferty Asset Management
New York
$288K +$115K +1,447 +57%
SEC
338
Seven Eight Capital
New York
$282K +$309K +3,900 New
EFL
339
ERn Financial LLC
Wisconsin
$273K +$299K +3,775 New
KAS
340
Kestra Advisory Services
Texas
$270K -$66.6K -840 -18%
IMRF
341
Illinois Municipal Retirement Fund
Illinois
$270K
FMBTD
342
First Midwest Bank Trust Division
Illinois
$269K -$327K -4,128 -53%
JMPWA
343
JP Morgan Private Wealth Advisors
California
$264K -$69.1K -872 -19%
PWM
344
Perigon Wealth Management
California
$264K -$2.54K -32 -0.9%
WJWM
345
Williams Jones Wealth Management
New York
$263K -$11.9K -150 -4%
WAM
346
World Asset Management
Michigan
$263K -$7.45K -94 -3%
ST
347
Somerset Trust
Pennsylvania
$261K -$3.01K -38 -1%
KFA
348
Krane Funds Advisors
New York
$259K -$155K -1,957 -35%
BC
349
Bridgefront Capital
Texas
$257K -$504K -6,354 -64%
Cetera Investment Advisers
350
Cetera Investment Advisers
Illinois
$256K +$75.1K +948 +37%

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.