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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
Jones Financial Companies
451
Jones Financial Companies
Missouri
$5K +$4.29K +60 New
BWM
452
BerganKDV Wealth Management
Minnesota
$4K -$8.09K -113 -71%
ST
453
Smithfield Trust
Pennsylvania
$4K
WWM
454
Wolff Wiese Magana
California
$4K
JWA
455
JFS Wealth Advisors
Pennsylvania
$4K +$2.43K +34 +162%
QC
456
Quent Capital
New York
$4K +$3.51K +49 +4,900%
BCMLT
457
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K +$3.86K +54 New
PPWM
458
PFG Private Wealth Management
Florida
$3K
MPWT
459
MassMutual Private Wealth & Trust
Connecticut
$3K +$1.36K +19 +95%
SIS
460
Sound Income Strategies
Florida
$3K +$1.36K +19 +86%
Koshinski Asset Management
461
Koshinski Asset Management
Illinois
$2.89K
MCM
462
MV Capital Management
Maryland
$2K
TF
463
TimeScale Financial
Massachusetts
$2K +$72 +1 +5%
CI
464
Cordant Inc
Oregon
$2K +$1.79K +25 New
ACK
465
Andrew C. Karlinski
$2K +$1.93K +27 New
GKIM
466
GW&K Investment Management
Massachusetts
$2K +$2.15K +30 New
SWA
467
Sutton Wealth Advisors
Florida
$1.17K +$1.07K +15 New
TAM
468
Tucker Asset Management
Colorado
$1.17K +$1.07K +15 New
SC
469
Sierra Capital
Florida
$1K -$1.43K -20 -53%
GWS
470
Glassman Wealth Services
Virginia
$1K -$215 -3 -16%
CAL
471
Capital Advisors Ltd
Ohio
$1K
SC
472
Schubert & Co
Texas
$1K +$215 +3 +27%
AF
473
Allworth Financial
California
$1K +$501 +7 New
DI
474
Disciplined Investments
Oklahoma
$1K +$1K +14 New
CIAS
475
CFS Investment Advisory Services
New Jersey
$1K +$3.44M +48,110 New