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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
FWM
451
Focused Wealth Management
New York
$16K -$8.08K -102 -32%
PWMG
452
Prestige Wealth Management Group
New Jersey
$16K
QCG
453
Quadrant Capital Group
Ohio
$16K +$5.39K +68 +43%
LAS
454
Lloyd Advisory Services
Georgia
$16K +$9.75K +123 +131%
RFA
455
Reilly Financial Advisors
California
$14K -$476 -6 -3%
AssetMark Inc
456
AssetMark Inc
California
$14K
PSB
457
Piscataqua Savings Bank
New Hampshire
$14K
RMC
458
Resources Management Corp
Connecticut
$14K
TIM
459
Tortoise Investment Management
New York
$14K
EL
460
EMFO LLC
Florida
$14K +$15.9K +200 New
FP
461
Financial Perspectives
Minnesota
$13.8K
TC
462
Trust Company
Kansas
$13K
Kayne Anderson Rudnick Investment Management
463
Kayne Anderson Rudnick Investment Management
California
$13K +$14.1K +178 New
CI
464
CX Institutional
Indiana
$12K -$1.66K -21 -11%
LC
465
Lindbrook Capital
California
$12K +$476 +6 +4%
ACA
466
Atlas Capital Advisors
Wyoming
$11.9K
OSAM
467
O'Shaughnessy Asset Management
Connecticut
$11K -$9.91K -125 -45%
AF
468
Allworth Financial
California
$11K +$4.6K +58 +58%
APA
469
American Portfolios Advisors
New York
$10.1K
GAM
470
Gemmer Asset Management
California
$10K -$4.2K -53 -28%
SCA
471
Stonebridge Capital Advisors
Minnesota
$9K -$11.7K -147 -53%
NFG
472
Next Financial Group
Texas
$9K -$9.19K -116 -49%
JWM
473
Janiczek Wealth Management
Colorado
$8K -$476 -6 -5%
OC
474
Oakworth Capital
Alabama
$8K
SA
475
SRH Advisors
Kansas
$8K

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.