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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
ESCM
501
Echo Street Capital Management
New York
-$785K -11,116 Closed
LP
502
LMR Partners
United Kingdom
-$782K -11,083 Closed
Walleye Trading
503
Walleye Trading
New York
-$762K -10,642 Closed
EGM
504
Engineers Gate Manager
New York
-$749K -10,609 Closed
DA
505
Duality Advisers
Florida
-$719K -10,182 Closed
PP
506
PDT Partners
New York
-$636K -9,011 Closed
OQS
507
Occudo Quantitative Strategies
Florida
-$634K -8,978 Closed
ETC
508
Exchange Traded Concepts
Oklahoma
-$527K -7,467 Closed
PI
509
PEAK6 Investments
Illinois
-$478K -6,681 Closed
IAIM
510
Industrial Alliance Investment Management
Quebec, Canada
-$470K -6,662 Closed
CAG
511
Csenge Advisory Group
Florida
-$491K -5,909 Closed
WorldQuant Millennium Advisors
512
WorldQuant Millennium Advisors
New York
-$393K -5,562 Closed
BPC
513
Banque Pictet & Cie
Switzerland
-$367K -5,205 Closed
YIH
514
Y-Intercept (HK)
Hong Kong
-$353K -4,995 Closed
GTCM
515
Gyon Technologies Capital Management
New Jersey
-$313K -4,433 Closed
Two Sigma Advisers
516
Two Sigma Advisers
New York
-$268K -3,800 Closed
SPC
517
Sigma Planning Corp
Michigan
-$262K -3,712 Closed
GI
518
GAMCO Investors
Connecticut
-$247K -3,500 Closed
AFM
519
Abbot Financial Management
Massachusetts
-$244K -3,450 Closed
DTL
520
Dynamic Technology Lab
Singapore
-$242K -3,425 Closed
B
521
Bailard
California
-$227K -3,220 Closed
C
522
Certuity
Florida
-$227K -3,212 Closed
Cerity Partners
523
Cerity Partners
New York
-$208K -2,956 Closed
NIM
524
NuWave Investment Management
New Jersey
-$141K -1,997 Closed
TCWM
525
Total Clarity Wealth Management
Illinois
-$132K -1,875 Closed

PNW Hedge Fund Activity: Q1 2022 in Review

482 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q1 2022, worth a combined $7.48B — up 14% from $6.55B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of PNW and 65 opened new positions — a net loss of 7 holders — while 144 trimmed existing stakes and 195 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $282M. The largest seller was Lazard Asset Management, cutting an estimated $66.4M.

  • 482 institutional investors held Pinnacle West Capital (PNW) as of Q1 2022, down from 498 in Q4 2021.
  • Funds reported $7.48B of Pinnacle West Capital stock for Q1 2022, up 14% quarter-over-quarter.
  • 65 funds opened new Pinnacle West Capital positions in Q1 2022 and 72 closed out, a net change of -7 holders.
  • The largest Pinnacle West Capital buyer in Q1 2022 was Barrow, Hanley, Mewhinney & Strauss, an estimated $282M added.
  • The largest Pinnacle West Capital seller in Q1 2022 was Lazard Asset Management, an estimated $66.4M sold.

Based on aggregated 13F filings for Q1 2022.