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Pinnacle West Capital

511 hedge funds and large institutions have $6.91B invested in Pinnacle West Capital in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 176 increasing their positions, 162 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 58

2% more funds holding

Funds holding: 503511 (+8)

9% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 162

2.26% less ownership

Funds ownership: 87.04%84.78% (-2.3%)

14% less capital invested

Capital invested by funds: $8.03B → $6.91B (-$1.12B)

57% less call options, than puts

Call options by funds: $14M | Put options by funds: $32.7M

Holders
511
Holders Change
+8
Holders Change %
+1.59%
% of All Funds
8.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
72
Increased
176
Reduced
162
Closed
58
Calls
$14M
Puts
$32.7M
Net Calls
-$18.7M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$10.8M +$2.75M +34,641 +30%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$10.6M -$18.1K -228 -0.2%
Citigroup
78
Citigroup
New York
$10.6M +$2.74M +34,517 +31%
Boston Partners
79
Boston Partners
Massachusetts
$10.4M -$418K -5,280 -4%
Principal Financial Group
80
Principal Financial Group
Iowa
$10.2M +$84.6K +1,067 +0.8%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$10.2M +$9.9M +124,866 +808%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$9.66M -$950K -11,992 -8%
Millennium Management
83
Millennium Management
New York
$9.57M +$5.06M +63,888 +93%
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$9.54M -$7.87M -99,335 -43%
UBS Group
85
UBS Group
Switzerland
$9.51M +$545K +6,879 +6%
Jacobs Levy Equity Management
86
Jacobs Levy Equity Management
New Jersey
$9.34M +$14.5K +183 +0.1%
Federated Hermes
87
Federated Hermes
Pennsylvania
$9.29M -$31K -391 -0.3%
BF
88
BOK Financial
Oklahoma
$9.26M +$10.1M +127,987 New
TRSOTSOK
89
Teachers Retirement System of the State of Kentucky
Kentucky
$9.14M +$223K +2,813 +2%
CS
90
Credit Suisse
Switzerland
$8.38M -$228K -2,878 -2%
Tudor Investment Corp
91
Tudor Investment Corp
Connecticut
$8.1M +$8.87M +111,937 New
COPPSERS
92
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.65M +$2.16M +27,258 +35%
Holocene Advisors
93
Holocene Advisors
New York
$7.59M +$4.08M +51,468 +96%
Kovitz Investment Group Partners
94
Kovitz Investment Group Partners
Illinois
$7.49M +$471K +5,944 +6%
BL
95
BFSG LLC
California
$7.45M -$66.5K -839 -0.8%
Asset Management One
96
Asset Management One
Japan
$7.4M +$189K +2,384 +2%
MAM
97
Magellan Asset Management
Australia
$7.14M +$954K +12,040 +14%
CCMD
98
Cypress Capital Management (Delaware)
Delaware
$7M
WBC
99
Westpac Banking Corp
Australia
$6.99M +$777K +9,801 +11%
KFP
100
Keystone Financial Planning
Ohio
$6.75M +$416K +5,254 +6%

PNW Hedge Fund Activity: Q3 2021 in Review

511 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q3 2021, worth a combined $6.91B — down 14% from $8.03B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new PNW positions and 58 closed out — a net gain of 14 holders — while 176 added to existing stakes and 162 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $39.4M. The largest seller was Royal Bank of Canada, cutting an estimated $73.3M.

  • 511 institutional investors held Pinnacle West Capital (PNW) as of Q3 2021, up from 503 in Q2 2021.
  • Funds reported $6.91B of Pinnacle West Capital stock for Q3 2021, down 14% quarter-over-quarter.
  • 72 funds opened new Pinnacle West Capital positions in Q3 2021 and 58 closed out, a net change of +14 holders.
  • The largest Pinnacle West Capital buyer in Q3 2021 was Fidelity Investments, an estimated $39.4M added.
  • The largest Pinnacle West Capital seller in Q3 2021 was Royal Bank of Canada, an estimated $73.3M sold.

Based on aggregated 13F filings for Q3 2021.