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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
FP
426
Financial Perspectives
Minnesota
$14.9K
BEI
427
Benjamin Edwards Inc
Missouri
$14K -$45.7K -638 -79%
Kayne Anderson Rudnick Investment Management
428
Kayne Anderson Rudnick Investment Management
California
$14K
TC
429
Trust Company
Kansas
$14K
Bessemer Group
430
Bessemer Group
New Jersey
$14K +$286 +4 +2%
ACA
431
Atlas Capital Advisors
Wyoming
$11.7K -$1.07K -15 -9%
PCG
432
Private Capital Group
Connecticut
$11K +$930 +13 +11%
GAM
433
Gemmer Asset Management
California
$10K
SCA
434
Stonebridge Capital Advisors
Minnesota
$10K
EWA
435
EverSource Wealth Advisors
Alabama
$10K +$1.15K +16 +16%
T
436
TCWP
Ohio
$10K +$9.8K +137 New
BHWM
437
Beaird Harris Wealth Management
Texas
$9K
SA
438
SRH Advisors
Kansas
$9K
AA
439
Addison Advisors
Vermont
$9K +$3.79K +53 +79%
PB
440
Pinnacle Bancorp
Nebraska
$8K
Loomis, Sayles & Company
441
Loomis, Sayles & Company
Massachusetts
$8K +$7.37K +103 New
DFCM
442
Dark Forest Capital Management
Puerto Rico
$8K +$8.02K +112 New
SC
443
Stephens Consulting
Michigan
$7.81K
VCM
444
Versant Capital Management
Arizona
$7K +$3.15K +44 +94%
WTC
445
WhitTier Trust Company
Nevada
$6K
FFA
446
Freedman Financial Associates
Massachusetts
$6K +$5.01K +70 New
FMII
447
Farmers & Merchants Investments Inc
Nebraska
$5K -$6.08K -85 -59%
FAG
448
Fortitude Advisory Group
Washington
$5K
OC
449
Oakworth Capital
Alabama
$5K
ODG
450
O'Dell Group
Ohio
$5K +$72 +1 +2%