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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
TWM
326
Titus Wealth Management
California
$249K +$26K +347 +11%
II
327
Inspire Investing
Idaho
$247K -$20.3K -271 -7%
FIM
328
Freedom Investment Management
Connecticut
$247K +$252K +3,374 New
CCM
329
Coldstream Capital Management
Washington
$238K -$52.1K -697 -18%
OPCM
330
Osborne Partners Capital Management
California
$235K
CWA
331
Centennial Wealth Advisory
Michigan
$235K +$240K +3,211 New
IA
332
Inspire Advisors
Idaho
$233K -$1.5K -20 -0.6%
ZCM
333
Ziegler Capital Management
Illinois
$231K +$236K +3,154 New
MNBTD
334
Moody National Bank Trust Division
Texas
$224K +$229K +3,061 New
DDC
335
DF Dent & Co
Maryland
$219K
EGA
336
E&G Advisors
Texas
$219K
ICM
337
Infini Capital Management
Hong Kong
$217K +$222K +2,970 New
SG Americas Securities
338
SG Americas Securities
New York
$216K -$3.44K -46 -2%
C
339
Covestor
United Kingdom
$215K -$16.8K -224 -7%
LIM
340
Longfellow Investment Management
Massachusetts
$214K +$81.2K +1,086 +59%
Pacer Advisors
341
Pacer Advisors
Pennsylvania
$209K -$549K -7,335 -72%
LNWWM
342
Laird Norton Wetherby Wealth Management
California
$208K +$2.92K +39 +1%
IAA
343
Independent Advisor Alliance
North Carolina
$207K +$12.9K +172 +6%
WB
344
West Bancorporation
Iowa
$207K +$212K +2,830 New
PFG
345
PAX Financial Group
Texas
$204K -$14.9K -199 -7%
BCM
346
Brookstone Capital Management
Illinois
$203K -$17.1K -229 -7%
HFG
347
Heron Financial Group
New York
$200K
BAM
348
Belpointe Asset Management
Nevada
$191K -$6.36K -85 -3%
Nomura Asset Management
349
Nomura Asset Management
Japan
$186K -$2.24K -30 -1%
MIFH
350
Migdal Insurance & Financial Holdings
Israel
$169K +$24.3K +325 +16%

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.