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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
SBL
426
Sargent Bickham Lagudis
Colorado
$23K
AIL
427
AGF Investments LLC
Ontario, Canada
$20K -$17.3K -231 -45%
FMII
428
Farmers & Merchants Investments Inc
Nebraska
$19K +$15K +200 +333%
SN
429
Sittner & Nelson
Oregon
$18K
CI
430
CX Institutional
Indiana
$18K +$17.9K +240 New
APA
431
American Portfolios Advisors
New York
$17K -$7.48K -100 -30%
FWM
432
Focused Wealth Management
New York
$16K
PWMG
433
Prestige Wealth Management Group
New Jersey
$16K
JWA
434
JFS Wealth Advisors
Pennsylvania
$16K +$12.7K +170 +309%
CFGS
435
Concourse Financial Group Securities
Alabama
$16K +$15.9K +213 New
CWP
436
Concord Wealth Partners
Virginia
$15K -$30.7K -411 -67%
PSB
437
Piscataqua Savings Bank
New Hampshire
$15K
RMC
438
Resources Management Corp
Connecticut
$15K
TIM
439
Tortoise Investment Management
New York
$15K
BBHC
440
Brown Brothers Harriman & Co
New York
$15K +$15.6K +208 New
FP
441
Financial Perspectives
Minnesota
$14K
LC
442
Lindbrook Capital
California
$13K -$598 -8 -4%
Bessemer Group
443
Bessemer Group
New Jersey
$13K -$75 -1 -0.6%
CA
444
CoreCap Advisors
Michigan
$13K +$13.2K +177 New
Bank of Montreal
445
Bank of Montreal
Ontario, Canada
$12.7K -$3.03M -40,536 -19%
AA
446
Addison Advisors
Vermont
$12K +$3.44K +46 +38%
SFG
447
Steward Financial Group
Texas
$12K +$12.9K +172 New
NFSG
448
Newbridge Financial Services Group
Florida
$11K +$11.1K +149 New
ACA
449
Atlas Capital Advisors
Wyoming
$11K
SFA
450
Semmax Financial Advisors
North Carolina
$9K -$2.59M -34,671 -100%

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.