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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
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$46.8M -$2.63M -35,114 -5%
Goldman Sachs
27
Goldman Sachs
New York
$42.7M -$1.96M -26,222 -4%
AQR Capital Management
28
AQR Capital Management
Connecticut
$38.7M +$12.6M +168,255 +46%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$38.4M +$2.33M +31,105 +6%
Ameriprise
30
Ameriprise
Minnesota
$32.6M +$1.46M +19,501 +4%
N
31
Nuveen
North Carolina
$28.9M -$8.43M -112,708 -22%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$28.6M +$7.4M +98,909 +34%
AA
33
ALPS Advisors
Colorado
$25.7M +$1.77M +23,699 +7%
GF
34
Gabelli Funds
New York
$25.4M
CI
35
Cincinnati Insurance
Ohio
$21.7M
Bank of America
36
Bank of America
North Carolina
$20.3M +$3.06M +40,864 +17%
UBS AM
37
UBS AM
Illinois
$19.9M -$8.98M -120,104 -31%
Deutsche Bank
38
Deutsche Bank
Germany
$19.5M +$8.04M +107,551 +68%
Swiss National Bank
39
Swiss National Bank
Switzerland
$19.4M -$59.8K -800 -0.3%
WCM
40
Wedge Capital Management
North Carolina
$18.1M -$558K -7,466 -3%
AIMCA
41
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17.1M -$4.01M -53,607 -19%
PAM
42
Panagora Asset Management
Massachusetts
$16.6M +$12.4M +166,240 +270%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$15.7M -$486K -6,495 -3%
GC
44
Guggenheim Capital
Illinois
$15.4M -$2.26M -30,202 -13%
Renaissance Technologies
45
Renaissance Technologies
New York
$14.9M +$4.34M +58,000 +40%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.7M +$392K +5,242 +3%
ZP
47
Zimmer Partners
New York
$14.6M +$15M +200,000 New
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$14M +$1.22M +16,282 +9%
SEI Investments
49
SEI Investments
Pennsylvania
$13.4M +$3.52M +47,012 +35%
Wells Fargo
50
Wells Fargo
California
$13.1M -$2.98M -39,787 -18%

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.