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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
MGWM
501
Marks Group Wealth Management
Minnesota
-$597K -7,641 Closed
Qube Research & Technologies (QRT)
502
Qube Research & Technologies (QRT)
United Kingdom
-$497K -6,359 Closed
ISL
503
Ingalls & Snyder LLC
New York
-$398K -5,100 Closed
SG
504
StoneX Group
New York
-$373K -4,775 Closed
SI
505
Stephens Inc
Arkansas
-$351K -4,491 Closed
CA
506
Cetera Advisors
Colorado
-$331K -4,240 Closed
Tudor Investment Corp
507
Tudor Investment Corp
Connecticut
-$325K -4,162 Closed
Wolverine Trading
508
Wolverine Trading
Illinois
-$291K -3,886 Closed
CWM
509
CarsonAllaria Wealth Management
Illinois
-$288K -3,687 Closed
WAM
510
Watershed Asset Management
California
-$272K -3,488 Closed
FIA
511
Foundations Investment Advisors
Arizona
-$265K -3,414 Closed
MG
512
Mather Group
Illinois
-$256K -3,272 Closed
SFA
513
Sequoia Financial Advisors
Ohio
-$254K -3,255 Closed
Simplex Trading
514
Simplex Trading
Illinois
-$239K -3,194 Closed
AWAP
515
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
-$243K -3,113 Closed
PI
516
PFS Investments
Georgia
-$208K -2,668 Closed
MA
517
Mutual Advisors
Nebraska
-$205K -2,622 Closed
CF
518
Copperwynd Financial
Arizona
-$200K -2,557 Closed
SOW
519
State of Wyoming
Wyoming
-$141K -1,804 Closed
CFO
520
CVA Family Office
Colorado
-$59K -760 Closed
LTI
521
Laffer Tengler Investments
Tennessee
-$58.9K -754 Closed
TFO
522
Tarbox Family Office
California
-$32K -412 Closed
BFC
523
Bedel Financial Consulting
Indiana
-$31K -395 Closed
LAS
524
Lloyd Advisory Services
Georgia
-$23K -291 Closed
T
525
TCWP
Ohio
-$10K -137 Closed

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.