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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
PCFFS
426
Pacific Center for Financial Services
California
$36K
SPIA
427
Steward Partners Investment Advisory
New York
$36K +$713 +9 +2%
BAM
428
Bellevue Asset Management
Washington
$35K
MCM
429
Manchester Capital Management
Vermont
$35K +$1.11K +14 +3%
T
430
TOBAM
France
$34K
TFO
431
Tarbox Family Office
California
$32K
AIL
432
AGF Investments LLC
Ontario, Canada
$31K +$34.5K +435 New
RTC
433
Riverview Trust Company
Washington
$30K
CB
434
Community Bank
New York
$29K -$127K -1,600 -80%
HPC
435
HM Payson & Co
Maine
$29K
MMG
436
Monetary Management Group
Missouri
$29K
CCM
437
Covington Capital Management
California
$29K +$31.7K +400 New
HWA
438
Heritage Wealth Advisors
Virginia
$26.4K
PGAM
439
Princeton Global Asset Management
New Jersey
$25K
ST
440
Smithfield Trust
Pennsylvania
$25K
SWM
441
Spire Wealth Management
Virginia
$23K -$15.1K -191 -38%
SBL
442
Sargent Bickham Lagudis
Colorado
$23K -$12.6K -159 -33%
BCA
443
Berman Capital Advisors
Georgia
$22K +$1.74K +22 +8%
EIP
444
Ellis Investment Partners
Pennsylvania
$21K +$23.9K +302 New
TPCW
445
TD Private Client Wealth
New York
$20.5K -$9.83K -124 -30%
BFC
446
Bedel Financial Consulting
Indiana
$20K -$6.02K -76 -22%
SN
447
Sittner & Nelson
Oregon
$18K
PA
448
Parallel Advisors
California
$18K +$396 +5 +2%
AF
449
Advisornet Financial
Minnesota
$18K +$19.7K +249 New
Loomis, Sayles & Company
450
Loomis, Sayles & Company
Massachusetts
$17K

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.