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Pinnacle West Capital

537 hedge funds and large institutions have $7.33B invested in Pinnacle West Capital in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 205 increasing their positions, 146 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 29

56% more call options, than puts

Call options by funds: $27M | Put options by funds: $17.3M

40% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 146

16% more capital invested

Capital invested by funds: $6.3B → $7.33B (+$1.03B)

12% more funds holding

Funds holding: 479537 (+58)

0.84% less ownership

Funds ownership: 86.55%85.7% (-0.84%)

Holders
537
Holders Change
+58
Holders Change %
+12.11%
% of All Funds
8.63%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
98
Increased
205
Reduced
146
Closed
29
Calls
$27M
Puts
$17.3M
Net Calls
+$9.69M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
501
MassMutual Private Wealth & Trust
Connecticut
$7K -$1.43K -20 -19%
PP
502
Pacifica Partners
Canada
$6.61K +$6.07K +85 New
WTC
503
WhitTier Trust Company
Nevada
$6.08K
BTI
504
Blue Trust Inc
Georgia
$6K +$286 +4 +4%
MCM
505
MV Capital Management
Maryland
$5.25K +$2.57K +36 +109%
BAAM
506
Baker Avenue Asset Management
California
$5.17K +$4.86K +68 New
OC
507
Oakworth Capital
Alabama
$4.41K
BCMLT
508
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.11K
BEI
509
Benjamin Edwards Inc
Missouri
$4K -$4.79K -67 -55%
VCM
510
Versant Capital Management
Arizona
$3.12K -$4.22K -59 -59%
LOIP
511
Live Oak Investment Partners
Texas
$3.04K
PPWM
512
PFG Private Wealth Management
Florida
$3K
SC
513
Sierra Capital
Florida
$3K +$1.14K +16 +89%
BWM
514
BerganKDV Wealth Management
Minnesota
$2.71K -$786 -11 -23%
GWS
515
Glassman Wealth Services
Virginia
$2.66K -$1.5K -21 -38%
SC
516
Schubert & Co
Texas
$2.43K
TF
517
TimeScale Financial
Massachusetts
$2.07K
IBOK
518
Independence Bank of Kentucky
Kentucky
$2K +$1.5K +21 New
SIS
519
Sound Income Strategies
Florida
$1.67K
DI
520
Disciplined Investments
Oklahoma
$1.37K -$143 -2 -10%
SIC
521
SJS Investment Consulting
Ohio
$1.29K +$429 +6 +55%
TAM
522
Tucker Asset Management
Colorado
$1.16K
AW
523
Avion Wealth
Texas
$1K
TFA
524
Transamerica Financial Advisors
Florida
$1K +$572 +8 +800%
LFG
525
Larson Financial Group
Missouri
$836