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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
KC
351
Kepos Capital
New York
$164K -$421K -5,635 -72%
S
352
SignatureFD
Georgia
$162K +$17.6K +235 +12%
EBA
353
Eagle Bay Advisors
New York
$160K +$164K +2,194 New
PFGIA
354
Patriot Financial Group Insurance Agency
Massachusetts
$158K -$25.5K -341 -14%
WT
355
Whittier Trust
California
$152K
TF
356
Tompkins Financial
New York
$146K
EW
357
Evoke Wealth
California
$139K -$11.3K -151 -7%
MA
358
MCF Advisors
Kentucky
$134K -$1.12K -15 -0.8%
PP
359
PrairieView Partners
Minnesota
$133K +$75 +1 +0.1%
SCM
360
Silvant Capital Management
Georgia
$132K
FHA
361
First Horizon Advisors
Tennessee
$132K +$105K +1,405 +344%
CIBC Private Wealth Group
362
CIBC Private Wealth Group
Georgia
$116K -$76.2K -1,019 -39%
AIP
363
Ameritas Investment Partners
Nebraska
$112K
SWM
364
SeaCrest Wealth Management
New York
$110K +$112K +1,500 New
Daiwa Securities Group
365
Daiwa Securities Group
Japan
$107K +$15.2K +203 +16%
PTC
366
Private Trust Company
Ohio
$106K +$109K +1,456 New
UB
367
UMB Bank
Missouri
$102K
FF
368
FourThought Financial
Florida
$98K
Skandinaviska Enskilda Banken (SEB)
369
Skandinaviska Enskilda Banken (SEB)
Sweden
$97K +$56.3K +753 +131%
WI
370
Wahed Invest
New York
$88K +$90.1K +1,205 New
UAML
371
US Asset Management LLC
Pennsylvania
$86K
ZB
372
Zions Bancorporation
Utah
$86K
BFEC
373
Benjamin F. Edwards & Company
Missouri
$80K +$82K +1,096 New
FCB
374
First Command Bank
Texas
$73K
FCFS
375
First Command Financial Services
Texas
$73K

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.