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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
DCM
376
Dupont Capital Management
Delaware
$196K +$51.4K +648 +32%
ECM
377
Estabrook Capital Management
New York
$195K -$20.5K -259 -9%
HI
378
Harbour Investments
Wisconsin
$194K
BAM
379
Belpointe Asset Management
Nevada
$194K +$213K +2,692 New
WT
380
Whittier Trust
California
$184K
ALAM
381
Asahi Life Asset Management
Japan
$166K +$182K +2,300 New
FWM
382
Filbrandt Wealth Management
Wisconsin
$164K
TCWM
383
Total Clarity Wealth Management
Illinois
$160K +$175K +2,211 New
HSA
384
Hussman Strategic Advisors
Maryland
$145K
EW
385
Evoke Wealth
California
$144K +$159K +2,000 New
LIM
386
Longfellow Investment Management
Massachusetts
$133K
PP
387
PrairieView Partners
Minnesota
$123K +$15.9K +200 +13%
VI
388
Vestcor Inc
New Brunswick, Canada
$121K -$17.7K -223 -12%
AIP
389
Ameritas Investment Partners
Nebraska
$111K
FCB
390
First Command Bank
Texas
$109K
FCFS
391
First Command Financial Services
Texas
$109K
FF
392
FourThought Financial
Florida
$96K
SCM
393
Silvant Capital Management
Georgia
$95K
EBA
394
Eagle Bay Advisors
New York
$92K +$71.6K +903 +247%
CT
395
Caldwell Trust
Florida
$90.5K -$39.6K -500 -29%
MIFH
396
Migdal Insurance & Financial Holdings
Israel
$89K +$12.2K +154 +14%
SO
397
STRS Ohio
Ohio
$88K
BU
398
BBVA USA
Alabama
$88K +$23.1K +291 +31%
TAIM
399
TD Ameritrade Investment Management
Nebraska
$85K +$86K +1,085 +1,808%
UAML
400
US Asset Management LLC
Pennsylvania
$85K +$93.3K +1,177 New

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.