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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
PB
476
Pinnacle Bancorp
Nebraska
$7K -$2.22K -28 -21%
PCG
477
Private Capital Group
Connecticut
$7K
RTL
478
Red Tortoise LLC
Georgia
$7K +$8.4K +106 New
WTC
479
WhitTier Trust Company
Nevada
$6K
CFA
480
Cahill Financial Advisors
Minnesota
$6K +$6.5K +82 New
HWMA
481
Heritage Wealth Management (Arizona)
Arizona
$5K
NC
482
NewSquare Capital
Pennsylvania
$5K
PFBT
483
Parkside Financial Bank & Trust
Missouri
$5K
VCM
484
Versant Capital Management
Arizona
$5K
Optiver Holding
485
Optiver Holding
Netherlands
$5K +$5.47K +69 New
FMII
486
Farmers & Merchants Investments Inc
Nebraska
$4K
ODG
487
O'Dell Group
Ohio
$4K +$4.52K +57 New
NFSG
488
Newbridge Financial Services Group
Florida
$4K +$4.6K +58 New
CFGS
489
Concourse Financial Group Securities
Alabama
$3K -$338K -4,267 -99%
WWM
490
Wolff Wiese Magana
California
$3K -$793 -10 -18%
BWM
491
BerganKDV Wealth Management
Minnesota
$3K +$79 +1 +2%
FHA
492
First Horizon Advisors
Tennessee
$3K +$2.54K +32 +800%
PPWM
493
PFG Private Wealth Management
Florida
$3K +$3.33K +42 New
Nisa Investment Advisors
494
Nisa Investment Advisors
Missouri
$2.43K +$238K +3,000 +10%
SIS
495
Sound Income Strategies
Florida
$2K
TF
496
TimeScale Financial
Massachusetts
$2K
VCM
497
Vigilant Capital Management
Maine
$2K +$1.9K +24 New
SWA
498
Sutton Wealth Advisors
Florida
$1.45K -$1.27K -16 -44%
Walleye Trading
499
Walleye Trading
New York
$1K -$247K -3,118 -99%
CMBA
500
C.M. Bidwell & Associates
Hawaii
$1K

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.