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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
LTI
376
Laffer Tengler Investments
Tennessee
$58.9K +$501 +7 +0.9%
CT
377
Caldwell Trust
Florida
$58.7K -$35.8K -500 -40%
TPCW
378
TD Private Client Wealth
New York
$58.5K +$8.73K +122 +19%
Rockefeller Capital Management
379
Rockefeller Capital Management
New York
$58K -$370K -5,174 -87%
PFBT
380
Parkside Financial Bank & Trust
Missouri
$56K +$36.1K +504 +236%
SPIA
381
Steward Partners Investment Advisory
New York
$54K +$25.1K +351 +105%
PA
382
Parallel Advisors
California
$52K +$10.7K +149 +29%
BC
383
Bartlett & Co
Ohio
$51K +$46.5K +650 New
BCWM
384
Bartlett & Co Wealth Management
Ohio
$50.8K +$46.5K +650 New
CWP
385
Concord Wealth Partners
Virginia
$48K +$3.58K +50 +9%
FPFS
386
First Personal Financial Services
North Carolina
$47K
Skandinaviska Enskilda Banken (SEB)
387
Skandinaviska Enskilda Banken (SEB)
Sweden
$45K +$41.3K +577 New
LWCFA
388
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44K
CTC
389
Central Trust Company
Missouri
$43K
ME
390
McIlrath & Eck
Washington
$42K
NWM
391
Nauset Wealth Management
Connecticut
$42K +$38.3K +535 New
AF
392
Advisornet Financial
Minnesota
$41K +$28.7K +401 +331%
AIL
393
AGF Investments LLC
Ontario, Canada
$40K +$2.36K +33 +7%
ASBI
394
American State Bank (Iowa)
Iowa
$39K
FFC
395
First Financial Corp
Indiana
$39K
MA
396
Montag & Associates
Georgia
$39K
PCFFS
397
Pacific Center for Financial Services
California
$39K
ECM
398
Estabrook Capital Management
New York
$38.7K
BAM
399
Bellevue Asset Management
Washington
$38K
MCM
400
Manchester Capital Management
Vermont
$36K -$930 -13 -3%