We are live on ! Find out more
PNW icon

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
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$12.1M -$450K -6,019 -3%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$11.6M +$795K +10,624 +7%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$11.5M +$2.43M +32,458 +26%
Amundi
54
Amundi
France
$11.4M +$1.01M +13,550 +9%
AllianceBernstein
55
AllianceBernstein
Tennessee
$11.2M -$5.39M -72,007 -32%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$11.1M +$23.9K +319 +0.2%
COPPSERS
57
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.4M +$79.6K +1,064 +0.8%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$10.3M +$9.3M +124,320 +734%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$10.3M +$1.77M +23,647 +20%
Principal Financial Group
60
Principal Financial Group
Iowa
$10.2M +$180K +2,405 +2%
Boston Partners
61
Boston Partners
Massachusetts
$10.1M +$8.45K +113 +0.1%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$9.97M -$36.5K -488 -0.4%
Voloridge Investment Management
63
Voloridge Investment Management
Florida
$9.91M +$6.78M +90,709 +202%
Prudential Financial
64
Prudential Financial
New Jersey
$9.57M -$3.5M -46,790 -26%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$9.43M -$305K -4,084 -3%
Holocene Advisors
66
Holocene Advisors
New York
$9.01M +$3.61M +48,331 +65%
Millennium Management
67
Millennium Management
New York
$8.7M +$8.67M +115,944 +3,764%
Kayne Anderson Rudnick Investment Management
68
Kayne Anderson Rudnick Investment Management
California
$8.68M +$8.86M +118,518 +66,583%
Adage Capital Partners
69
Adage Capital Partners
Massachusetts
$8.61M +$7.29M +97,500 +483%
Allspring Global Investments
70
Allspring Global Investments
North Carolina
$8.54M +$1.7M +22,779 +24%
Citigroup
71
Citigroup
New York
$8.46M +$2.25M +30,064 +35%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$8.33M +$3.06M +40,942 +56%
SAM
73
Silvercrest Asset Management
New York
$8.07M
Janus Henderson Group
74
Janus Henderson Group
United Kingdom
$7.91M +$5.24M +70,130 +184%
ERSOT
75
Employees Retirement System of Texas
Texas
$7.79M

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.