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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
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$52.7M +$6.82M +95,346 +16%
Goldman Sachs
27
Goldman Sachs
New York
$47.6M +$3.62M +50,562 +9%
Morgan Stanley
28
Morgan Stanley
New York
$47M -$7.73M -107,971 -15%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$38.6M +$2.26M +31,526 +7%
N
30
Nuveen
North Carolina
$37.6M -$9.92M -138,587 -21%
Ameriprise
31
Ameriprise
Minnesota
$31.1M +$27.7M +386,761 +704%
UBS AM
32
UBS AM
Illinois
$30.6M +$11.7M +164,044 +72%
AQR Capital Management
33
AQR Capital Management
Connecticut
$28.6M +$1.54M +21,490 +6%
GF
34
Gabelli Funds
New York
$27.1M -$14.3K -200 -0.1%
AA
35
ALPS Advisors
Colorado
$25.6M -$1.63M -22,846 -7%
MIS
36
Morningstar Investment Services
Illinois
$24.7M +$1.15M +16,071 +5%
CI
37
Cincinnati Insurance
Ohio
$23.2M +$3.08M +43,000 +17%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$22.9M +$86.6K +1,210 +0.4%
AIMCA
39
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$22.4M -$2.78M -38,800 -12%
Swiss National Bank
40
Swiss National Bank
Switzerland
$20.8M +$1.33M +18,600 +7%
WCM
41
Wedge Capital Management
North Carolina
$19.9M +$2.84M +39,668 +18%
GC
42
Guggenheim Capital
Illinois
$18.8M +$3.53M +49,263 +26%
Bank of America
43
Bank of America
North Carolina
$18.5M -$8.16M -114,081 -32%
AllianceBernstein
44
AllianceBernstein
Tennessee
$17.6M +$1.78M +24,857 +12%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$17.3M -$1.49M -20,766 -9%
Wells Fargo
46
Wells Fargo
California
$17.1M -$8.96M -125,182 -36%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$16.6M -$3.75M -52,387 -20%
Canada Pension Plan Investment Board
48
Canada Pension Plan Investment Board
Ontario, Canada
$15.6M +$12.2M +170,958 +595%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.3M -$187K -2,608 -1%
Prudential Financial
50
Prudential Financial
New Jersey
$14M -$957K -13,370 -7%