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Pinnacle West Capital
PNW

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: 479 → 537 (+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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$42M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$40.1M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$33.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$23.1M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$17.1M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$143M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$109M
3
American Century Companies
American Century Companies
Missouri
-$82.2M
4
ZP
Zimmer Partners
New York
-$36.3M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$24M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
76
Financial Counselors Inc
Kansas
$9.07M +$21.1K +295 +0.2%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$8.99M +$22.9K +321 +0.3%
Prudential Financial
78
Prudential Financial
New Jersey
$8.9M +$149K +2,087 +2%
CS
79
Credit Suisse
Switzerland
$8.7M +$1.26M +17,582 +18%
SAM
80
Silvercrest Asset Management
New York
$8.39M – – –
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$8.32M +$3.54M +49,521 +83%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$8.28M +$248K +3,464 +3%
Kovitz Investment Group Partners
83
Kovitz Investment Group Partners
Illinois
$8.02M -$1.29K -18 -0%
Federated Hermes
84
Federated Hermes
Pennsylvania
$8.01M +$401K +5,614 +6%
Axa
85
Axa
France
$7.99M +$1.92M +26,900 +34%
Stifel Financial
86
Stifel Financial
Missouri
$7.91M +$308K +4,316 +4%
Barclays
87
Barclays
United Kingdom
$7.43M -$348K -4,872 -5%
Citigroup
88
Citigroup
New York
$7.16M +$979K +13,695 +17%
Verition Fund Management
89
Verition Fund Management
Connecticut
$6.99M +$1.98M +27,744 +43%
KFP
90
Keystone Financial Planning
Ohio
$6.86M -$49.9K -699 -0.8%
VV
91
Verity & Verity
South Carolina
$6.81M +$595K +8,333 +10%
N
92
Natixis
France
$6.78M +$4.43M +62,005 +228%
Ensign Peak Advisors
93
Ensign Peak Advisors
Utah
$6.61M +$1.94M +27,160 +45%
MAM
94
Magellan Asset Management
Australia
$6.47M +$311K +4,358 +5%
AAIM
95
American Assets Investment Management
California
$6.31M – – –
Treasurer of the State of North Carolina
96
Treasurer of the State of North Carolina
North Carolina
$6.26M +$2.43M +33,973 +70%
Millennium Management
97
Millennium Management
New York
$6.18M -$17.5M -244,631 -75%
LP
98
LMR Partners
United Kingdom
$6.08M +$136K +1,905 +2%
APG Asset Management
99
APG Asset Management
Netherlands
$6.04M +$5.67M +79,400 New
CSS
100
Cubist Systematic Strategies
Connecticut
$5.95M +$399K +5,582 +8%
2 3
4
5 6

PNW Hedge Fund Activity: Q4 2022 in Review

537 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q4 2022, worth a combined $7.33B — up 16% from $6.3B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new PNW positions and 29 closed out — a net gain of 69 holders — while 205 added to existing stakes and 146 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $42M. The largest seller was Lazard Asset Management, cutting an estimated $143M.

  • 537 institutional investors held Pinnacle West Capital (PNW) as of Q4 2022, up from 479 in Q3 2022.
  • Funds reported $7.33B of Pinnacle West Capital stock for Q4 2022, up 16% quarter-over-quarter.
  • 98 funds opened new Pinnacle West Capital positions in Q4 2022 and 29 closed out, a net change of +69 holders.
  • The largest Pinnacle West Capital buyer in Q4 2022 was Fidelity Investments, an estimated $42M added.
  • The largest Pinnacle West Capital seller in Q4 2022 was Lazard Asset Management, an estimated $143M sold.

Based on aggregated 13F filings for Q4 2022.