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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
Millennium Management
326
Millennium Management
New York
$241K -$23.6M -329,886 -99%
BCM
327
Brookstone Capital Management
Illinois
$241K -$3.44K -48 -2%
TWM
328
Titus Wealth Management
California
$238K +$2.29K +32 +1%
PA
329
Probity Advisors
Texas
$236K -$23.6K -330 -10%
DDC
330
DF Dent & Co
Maryland
$234K
EGA
331
E&G Advisors
Texas
$234K
AP
332
Advisor Partners
California
$234K +$214K +2,993 New
SG Americas Securities
333
SG Americas Securities
New York
$234K +$214K +2,996 New
PFG
334
PAX Financial Group
Texas
$233K +$213K +2,982 New
GWM
335
Geneos Wealth Management
Colorado
$231K -$6.94K -97 -3%
LNWWM
336
Laird Norton Wetherby Wealth Management
California
$220K +$201K +2,812 New
HFG
337
Heron Financial Group
New York
$214K +$196K +2,737 New
BAM
338
Belpointe Asset Management
Nevada
$210K +$8.95K +125 +5%
IAA
339
Independent Advisor Alliance
North Carolina
$208K +$191K +2,665 New
PI
340
PFS Investments
Georgia
$208K +$191K +2,668 New
MA
341
Mutual Advisors
Nebraska
$205K +$188K +2,622 New
CIBC Private Wealth Group
342
CIBC Private Wealth Group
Georgia
$204K +$187K +2,610 New
Nomura Asset Management
343
Nomura Asset Management
Japan
$201K -$209K -2,918 -53%
CF
344
Copperwynd Financial
Arizona
$200K +$183K +2,557 New
PFGIA
345
Patriot Financial Group Insurance Agency
Massachusetts
$196K +$92.2K +1,288 +106%
FDCDDQ
346
Federation des caisses Desjardins du Quebec
Quebec, Canada
$163K
WT
347
Whittier Trust
California
$162K
EW
348
Evoke Wealth
California
$160K +$1.22K +17 +0.8%
TF
349
Tompkins Financial
New York
$156K +$143K +2,000 New
S
350
SignatureFD
Georgia
$155K +$22.9K +320 +19%