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Pinnacle West Capital

537 hedge funds and large institutions have $7.33B invested in Pinnacle West Capital in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 205 increasing their positions, 146 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 29

56% more call options, than puts

Call options by funds: $27M | Put options by funds: $17.3M

40% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 146

16% more capital invested

Capital invested by funds: $6.3B → $7.33B (+$1.03B)

12% more funds holding

Funds holding: 479537 (+58)

0.84% less ownership

Funds ownership: 86.55%85.7% (-0.84%)

Holders
537
Holders Change
+58
Holders Change %
+12.11%
% of All Funds
8.63%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
98
Increased
205
Reduced
146
Closed
29
Calls
$27M
Puts
$17.3M
Net Calls
+$9.69M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
451
Bartlett & Co
Ohio
$38K
ECM
452
Estabrook Capital Management
New York
$37.7K
HI
453
Harbour Investments
Wisconsin
$36.3K +$1.14K +16 +3%
MCM
454
Manchester Capital Management
Vermont
$35.4K
Bessemer Group
455
Bessemer Group
New Jersey
$35K -$14.5K -203 -30%
EWA
456
EverSource Wealth Advisors
Alabama
$31.3K +$16.5K +231 +128%
MMG
457
Monetary Management Group
Missouri
$30.4K
HPC
458
HM Payson & Co
Maine
$30K
DFCM
459
Dark Forest Capital Management
Puerto Rico
$29.8K +$28K +392 New
DMBA
460
Deseret Mutual Benefit Administrators
Utah
$28.6K -$23.2K -324 -46%
CSB
461
City State Bank
Iowa
$28K
HWA
462
Heritage Wealth Advisors
Virginia
$27.8K
FFA
463
Farther Finance Advisors
California
$27.2K +$25.6K +358 New
PGAM
464
Princeton Global Asset Management
New Jersey
$27K
QC
465
Quent Capital
New York
$26.6K +$15.1K +212 +154%
SBL
466
Sargent Bickham Lagudis
Colorado
$24K
HCP
467
Hexagon Capital Partners
Arkansas
$20.8K +$2.5K +35 +15%
HS
468
Horan Securities
United States
$20.7K +$143 +2 +0.7%
AF
469
Allworth Financial
California
$20K +$13.6K +191 +265%
SPIA
470
Steward Partners Investment Advisory
New York
$19.8K -$28.6K -400 -61%
TWC
471
TD Waterhouse Canada
Ontario, Canada
$19.4K +$13.6K +190 New
SN
472
Sittner & Nelson
Oregon
$19K
JWA
473
JFS Wealth Advisors
Pennsylvania
$16.6K -$643 -9 -4%
FWM
474
Focused Wealth Management
New York
$16.4K
PWMG
475
Prestige Wealth Management Group
New Jersey
$16.2K -$357 -5 -2%