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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
HSA
376
Hussman Strategic Advisors
Maryland
$73K
SC
377
SouthState Corp
Florida
$73K
AA
378
Ancora Advisors
Ohio
$69K
GRP
379
Global Retirement Partners
California
$67K -$3.07K -41 -4%
EWA
380
EverSource Wealth Advisors
Alabama
$64K +$56.7K +758 +648%
ETC
381
Exchange Traded Concepts
Oklahoma
$64K +$65.7K +878 New
DMBA
382
Deseret Mutual Benefit Administrators
Utah
$60K
CA
383
Crewe Advisors
Utah
$59K +$1.12K +15 +2%
VVP
384
Venture Visionary Partners
Ohio
$57.9K +$59.2K +792 New
Rockefeller Capital Management
385
Rockefeller Capital Management
New York
$56K +$1.94K +26 +3%
CT
386
Caldwell Trust
Florida
$54.9K
SIM
387
Sentry Investment Management
Wisconsin
$54K -$10.8K -144 -16%
TPCW
388
TD Private Client Wealth
New York
$52.7K -$2.09K -28 -4%
Canada Pension Plan Investment Board
389
Canada Pension Plan Investment Board
Ontario, Canada
$52K -$14.9M -199,004 -100%
TCWM
390
Total Clarity Wealth Management
Illinois
$51K +$51.8K +692 New
PFBT
391
Parkside Financial Bank & Trust
Missouri
$50K -$3.14K -42 -6%
NICM
392
Neo Ivy Capital Management
New York
$49K +$51K +682 New
QCG
393
Quadrant Capital Group
Ohio
$47K -$18.8K -251 -28%
SSG
394
Summit Securities Group
New York
$47K +$29.2K +390 +159%
FPFS
395
First Personal Financial Services
North Carolina
$44K
RG
396
Retirement Group
California
$44K +$15K +200 +50%
TC
397
Trust Company
Kansas
$44K +$31.6K +422 +241%
Asset Management One
398
Asset Management One
Japan
$43K -$21.7K -290 -33%
DCM
399
Dupont Capital Management
Delaware
$42K -$50.9K -680 -54%
SPIA
400
Steward Partners Investment Advisory
New York
$41K -$9.35K -125 -18%

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.