We are live on ! Find out more
PNW icon

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
ZB
401
Zions Bancorporation
Utah
$80K +$77.4K +977 +757%
DAM
402
Delta Asset Management
Tennessee
$79K -$396 -5 -0.5%
SSB
403
Sandy Spring Bank
Maryland
$79K +$63.2K +798 +266%
IA
404
IFP Advisors
Florida
$73K +$5.71K +72 +8%
SIM
405
Sentry Investment Management
Wisconsin
$69K -$11.1K -140 -13%
DMBA
406
Deseret Mutual Benefit Administrators
Utah
$69K
MA
407
MCF Advisors
Kentucky
$69K +$54.3K +685 +257%
Bessemer Group
408
Bessemer Group
New Jersey
$68K -$69.6M -877,695 -100%
Fifth Third Bancorp
409
Fifth Third Bancorp
Ohio
$61K -$317 -4 -0.5%
MIP
410
Mondrian Investment Partners
United Kingdom
$60K
GRP
411
Global Retirement Partners
California
$60K +$6.1K +77 +10%
LTI
412
Laffer Tengler Investments
Tennessee
$54.1K +$713 +9 +1%
AA
413
Ancora Advisors
Ohio
$54K +$59.4K +750 New
CFO
414
CVA Family Office
Colorado
$44K
BCWM
415
Bartlett & Co Wealth Management
Ohio
$43.4K -$7.93K -100 -14%
SAM
416
Shell Asset Management
Netherlands
$43K -$43K -543 -48%
BC
417
Bartlett & Co
Ohio
$43K -$7.93K -100 -14%
FPFS
418
First Personal Financial Services
North Carolina
$43K
LWCFA
419
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K
CTC
420
Central Trust Company
Missouri
$40K -$396 -5 -0.9%
S
421
SignatureFD
Georgia
$40K +$14.3K +180 +49%
AIM
422
Achmea Investment Management
Netherlands
$39K -$2.91M -36,709 -99%
ME
423
McIlrath & Eck
Washington
$39K
ASBI
424
American State Bank (Iowa)
Iowa
$36.2K
FFC
425
First Financial Corp
Indiana
$36K

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.