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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
Amundi
26
Amundi
France
$42.4M +$38.6M +486,639 +492%
ACI
27
AMP Capital Investors
Australia
$39.4M -$676K -8,533 -2%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$38.3M +$39.4M +497,591 +1,571%
AQR Capital Management
29
AQR Capital Management
Connecticut
$36.2M -$11.3M -142,277 -22%
Bank of America
30
Bank of America
North Carolina
$33.9M -$37.5M -472,677 -50%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$33.8M +$138K +1,742 +0.4%
N
32
Nuveen
North Carolina
$33.6M -$3.47M -43,803 -9%
PPA
33
Parametric Portfolio Associates
Washington
$32.6M -$7.08M -89,298 -17%
Wells Fargo
34
Wells Fargo
California
$32.5M -$5.15M -64,972 -13%
Swiss National Bank
35
Swiss National Bank
Switzerland
$32.4M -$1.08M -13,600 -3%
Goldman Sachs
36
Goldman Sachs
New York
$31.3M +$4.45M +56,147 +15%
UBS AM
37
UBS AM
Illinois
$26.7M -$1.6M -20,143 -5%
RRAM
38
River Road Asset Management
Kentucky
$25.4M +$352K +4,444 +1%
Ensign Peak Advisors
39
Ensign Peak Advisors
Utah
$25.2M +$69.2K +873 +0.3%
GF
40
Gabelli Funds
New York
$25.1M +$103K +1,300 +0.4%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$24.8M -$73.3M -924,602 -73%
Deutsche Bank
42
Deutsche Bank
Germany
$24.7M +$4.7M +59,261 +21%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$23.6M -$4.55M -57,408 -15%
VRS
44
Virginia Retirement Systems
Virginia
$23.4M -$7.47M -94,200 -23%
APG Asset Management
45
APG Asset Management
Netherlands
$23.4M -$1.38M -17,400 -4%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$21.9M +$779K +9,835 +3%
SG Americas Securities
47
SG Americas Securities
New York
$20.1M +$6.35M +80,092 +41%
Adage Capital Partners
48
Adage Capital Partners
Massachusetts
$19.2M +$11.2M +141,800 +115%
CI
49
Cincinnati Insurance
Ohio
$18.4M
Russell Investments Group
50
Russell Investments Group
United Kingdom
$18.3M -$3.91M -49,389 -16%

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.