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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
GWS
501
Glassman Wealth Services
Virginia
$1K
HIA
502
Harbor Investment Advisory
Maryland
$1K
PMFA
503
Plante Moran Financial Advisors
Michigan
$1K
TCWA
504
Ten Capital Wealth Advisors
Washington
$1K
IWP
505
IAG Wealth Partners
Wisconsin
$1K +$396 +5 New
BIA
506
Bell Investment Advisors
California
$1K +$1.03K +13 New
AA
507
Addison Advisors
Vermont
$1K +$1.11K +14 New
CI
508
Cordant Inc
Oregon
$1K +$1.43K +18 New
CIA
509
ClearBridge Investments (Australia)
Australia
-$28.1M -343,172 Closed
Qube Research & Technologies (QRT)
510
Qube Research & Technologies (QRT)
United Kingdom
-$7.64M -93,155 Closed
ECM
511
Evergreen Capital Management
Washington
-$6.25M -76,270 Closed
GGS
512
Galvin Gaustad & Stein
Arizona
-$5.38M -65,655 Closed
BGIM
513
Brandywine Global Investment Management
Pennsylvania
-$5.31M -64,766 Closed
N
514
Natixis
France
-$4.56M -55,629 Closed
Verition Fund Management
515
Verition Fund Management
Connecticut
-$4.36M -53,173 Closed
LSV Asset Management
516
LSV Asset Management
Illinois
-$4.01M -48,930 Closed
Royal London Asset Management
517
Royal London Asset Management
United Kingdom
-$3.56M -43,452 Closed
PDN
518
Pensionfund DSM Netherlands
Netherlands
-$2.85M -36,000 Closed
PHK
519
Point72 Hong Kong
Hong Kong
-$2.22M -27,068 Closed
SFA
520
Sequoia Financial Advisors
Ohio
-$2.16M -26,315 Closed
MPM
521
Meritage Portfolio Management
Kansas
-$2.09M -25,543 Closed
TCM
522
Teza Capital Management
Illinois
-$1.87M -22,826 Closed
JRCM
523
Jones Road Capital Management
New York
-$1.86M -22,700 Closed
ACJ
524
Autonomy Capital (Jersey)
Jersey
-$1.15M -13,965 Closed
SFS
525
Sowell Financial Services
Arkansas
-$963K -11,745 Closed

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.