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Pinnacle West Capital
PNW

479 hedge funds and large institutions have $6.3B invested in Pinnacle West Capital in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 178 increasing their positions, 147 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $26.5M | Put options by funds: $15.2M

21% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 147

0.04% less ownership

Funds ownership: 86.58% → 86.55% (-0.04%)

3% less funds holding

Funds holding: 492 → 479 (-13)

10% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 60

12% less capital invested

Capital invested by funds: $7.14B → $6.3B (-$838M)

Holders
479
Holders Change
-13
Holders Change %
-2.64%
% of All Funds
8.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
54
Increased
178
Reduced
147
Closed
60
Calls
$26.5M
Puts
$15.2M
Net Calls
+$11.2M
Net Calls Change
+$6.46M

Top Buyers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
+$75.7M
2
Invesco
Invesco
Georgia
+$75.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.6M
4
Citadel Advisors
Citadel Advisors
Florida
+$27M
5
Goldman Sachs
Goldman Sachs
New York
+$20.9M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$105M
2
Lazard Asset Management
Lazard Asset Management
New York
-$85.5M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$43.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$35.1M
5
PAM
Panagora Asset Management
Massachusetts
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
526
Concord Wealth Partners
Virginia
– -$15K -206 Closed
CA
527
CoreCap Advisors
Michigan
– -$13K -177 Closed
SFG
528
Steward Financial Group
Texas
– -$12K -172 Closed
ACA
529
Atlas Capital Advisors
Wyoming
– -$11K -150 Closed
CHA
530
Carmichael Hill & Associates
Maryland
– -$1K -20 Closed
TFGT
531
TS Financial Group (TSFG)
Illinois
– -$1K -12 Closed
PA
532
PSI Advisors
Florida
– +$74 +1 New
WA
533
WestEnd Advisors
North Carolina
– +$74 +1 +100%
APF
534
Alaska Permanent Fund
Alaska
– +$295 +4 New
ADL
535
Asset Dedication LLC
California
– +$442 +6 New
18 19 20 21
22

PNW Hedge Fund Activity: Q3 2022 in Review

479 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q3 2022, worth a combined $6.3B — down 12% from $7.14B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of PNW and 54 opened new positions — a net loss of 6 holders — while 147 trimmed existing stakes and 178 added.

The largest buyer was Zimmer Partners, adding an estimated $75.7M. The largest seller was Franklin Resources, cutting an estimated $105M.

  • 479 institutional investors held Pinnacle West Capital (PNW) as of Q3 2022, down from 492 in Q2 2022.
  • Funds reported $6.3B of Pinnacle West Capital stock for Q3 2022, down 12% quarter-over-quarter.
  • 54 funds opened new Pinnacle West Capital positions in Q3 2022 and 60 closed out, a net change of -6 holders.
  • The largest Pinnacle West Capital buyer in Q3 2022 was Zimmer Partners, an estimated $75.7M added.
  • The largest Pinnacle West Capital seller in Q3 2022 was Franklin Resources, an estimated $105M sold.

Based on aggregated 13F filings for Q3 2022.