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Pinnacle West Capital

506 hedge funds and large institutions have $7B invested in Pinnacle West Capital in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 172 increasing their positions, 178 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $7.45M | Put options by funds: $5.78M

22% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 55

2% more funds holding

Funds holding: 497506 (+9)

0% less capital invested

Capital invested by funds: $7.01B → $7B (-$10.8M)

3% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 178

1.12% less ownership

Funds ownership: 84.61%83.49% (-1.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
506
Holders Change
+9
Holders Change %
+1.81%
% of All Funds
10.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
67
Increased
172
Reduced
178
Closed
55
Calls
$7.45M
Puts
$5.78M
Net Calls
+$1.67M
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$58.9M -$1.41M -18,467 -2%
Cohen & Steers
27
Cohen & Steers
New York
$58.2M -$14M -182,166 -19%
AQR Capital Management
28
AQR Capital Management
Connecticut
$57.3M -$57.1M -745,627 -49%
Charles Schwab
29
Charles Schwab
California
$55.5M -$1.98M -25,881 -3%
Swiss National Bank
30
Swiss National Bank
Switzerland
$52.7M -$437K -5,700 -0.8%
CIA
31
ClearBridge Investments (Australia)
Australia
$49.7M -$1.33M -17,399 -3%
Adage Capital Partners
32
Adage Capital Partners
Massachusetts
$46.3M +$7.35M +96,000 +18%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$46M -$2.35M -30,743 -5%
ACI
34
AMP Capital Investors
Australia
$42.5M +$4.19M +54,766 +10%
UBS AM
35
UBS AM
Illinois
$37.2M -$5.51M -71,915 -13%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$37.1M -$6.14M -80,205 -14%
PPA
37
Parametric Portfolio Associates
Washington
$36M +$124K +1,615 +0.3%
Ensign Peak Advisors
38
Ensign Peak Advisors
Utah
$35.2M +$4.96M +64,718 +16%
Deutsche Bank
39
Deutsche Bank
Germany
$35.1M -$13.9M -181,374 -28%
Victory Capital Management
40
Victory Capital Management
Texas
$34.5M -$6.38M -83,260 -15%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$34.3M +$772K +10,087 +2%
JP Morgan Chase
42
JP Morgan Chase
New York
$32.9M +$9.43M +123,084 +38%
Wells Fargo
43
Wells Fargo
California
$32.5M +$3.18M +41,547 +11%
N
44
Nuveen
North Carolina
$31.8M -$5.27M -68,855 -14%
Bank of America
45
Bank of America
North Carolina
$28.8M +$2.26M +29,466 +8%
PCA
46
Personal Capital Advisors
California
$27.2M -$1.65M -21,593 -6%
Two Sigma Investments
47
Two Sigma Investments
New York
$26.3M +$9.67M +126,339 +56%
MAM
48
Martingale Asset Management
Massachusetts
$26M -$191K -2,500 -0.7%
GF
49
Gabelli Funds
New York
$25.8M
WI
50
Wafra Inc
New York
$22.8M -$5.21M -68,038 -18%