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Pinnacle West Capital

506 hedge funds and large institutions have $7B invested in Pinnacle West Capital in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 172 increasing their positions, 178 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $7.45M | Put options by funds: $5.78M

22% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 55

2% more funds holding

Funds holding: 497506 (+9)

0% less capital invested

Capital invested by funds: $7.01B → $7B (-$10.8M)

3% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 178

1.12% less ownership

Funds ownership: 84.61%83.49% (-1.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
506
Holders Change
+9
Holders Change %
+1.81%
% of All Funds
10.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
67
Increased
172
Reduced
178
Closed
55
Calls
$7.45M
Puts
$5.78M
Net Calls
+$1.67M
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
51
Two Sigma Advisers
New York
$21.7M +$14.8M +193,700 +198%
Jacobs Levy Equity Management
52
Jacobs Levy Equity Management
New Jersey
$21.6M +$1.41M +18,379 +7%
Janus Henderson Group
53
Janus Henderson Group
United Kingdom
$21.5M +$12.1M +157,841 +121%
PI
54
PineBridge Investments
New York
$20.6M +$15.9M +207,635 +302%
Lord, Abbett & Co
55
Lord, Abbett & Co
New Jersey
$20.3M +$2.86M +37,400 +16%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$20.1M
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$19.6M -$810K -10,580 -4%
VRS
58
Virginia Retirement Systems
Virginia
$19.3M -$15.3K -200 -0.1%
CI
59
Cincinnati Insurance
Ohio
$18.9M +$6.6M +86,238 +51%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$18.2M -$460K -6,007 -2%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$18M +$870K +11,357 +5%
Morgan Stanley
62
Morgan Stanley
New York
$17.8M +$3.7M +48,326 +25%
CS
63
Credit Suisse
Switzerland
$17.7M -$1.09M -14,259 -6%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.2M +$948K +12,376 +6%
GHA
65
GW Henssler & Associates
Georgia
$17M +$322K +4,208 +2%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$16.3M -$548K -7,155 -3%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$15.1M -$380K -4,959 -2%
CFC
68
Cincinnati Financial Corp
Ohio
$14.4M +$14.8M +193,460 New
DRZID
69
DePrince Race & Zollo Inc (DRZ)
Florida
$14.3M +$581K +7,591 +4%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$13.9M -$9.65M -126,039 -40%
APG Asset Management
71
APG Asset Management
Netherlands
$13.8M +$5.03M +65,740 +43%
SEI Investments
72
SEI Investments
Pennsylvania
$13.6M +$1.75M +22,888 +14%
Federated Hermes
73
Federated Hermes
Pennsylvania
$13.6M -$2.86M -37,397 -17%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$13.3M -$18.9K -247 -0.1%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$12.2M -$38K -496 -0.3%