We are live on ! Find out more
PNW icon

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
BEI
451
Benjamin Edwards Inc
Missouri
$9K -$3.81K -51 -29%
PB
452
Pinnacle Bancorp
Nebraska
$8K
SA
453
SRH Advisors
Kansas
$8K
SC
454
Stephens Consulting
Michigan
$7.31K
VCM
455
Versant Capital Management
Arizona
$7K +$150 +2 +2%
WTC
456
WhitTier Trust Company
Nevada
$6K
MPWT
457
MassMutual Private Wealth & Trust
Connecticut
$5K +$2.02K +27 +69%
BIA
458
Bell Investment Advisors
California
$5K +$5.38K +72 New
BCMLT
459
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K
OC
460
Oakworth Capital
Alabama
$4K
ST
461
Smithfield Trust
Pennsylvania
$4K
QC
462
Quent Capital
New York
$4K +$75 +1 +2%
GWS
463
Glassman Wealth Services
Virginia
$4K +$2.99K +40 +250%
PCG
464
Private Capital Group
Connecticut
$3K -$7.25K -97 -72%
Loomis, Sayles & Company
465
Loomis, Sayles & Company
Massachusetts
$3K -$4.71K -63 -61%
BWM
466
BerganKDV Wealth Management
Minnesota
$3K
PPWM
467
PFG Private Wealth Management
Florida
$3K
SIS
468
Sound Income Strategies
Florida
$3K
WWM
469
Wolff Wiese Magana
California
$3K
BTI
470
Blue Trust Inc
Georgia
$3K +$2.77K +37 New
ACK
471
Andrew C. Karlinski
$2K +$75 +1 +4%
MCM
472
MV Capital Management
Maryland
$2K +$524 +7 +27%
TF
473
TimeScale Financial
Massachusetts
$2K +$748 +10 +45%
SC
474
Schubert & Co
Texas
$2K +$1.05K +14 +100%
AF
475
Allworth Financial
California
$2K +$1.12K +15 +214%

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.