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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
Allianz Asset Management
101
Allianz Asset Management
Germany
$6.43M +$7.04M +88,875 New
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$6.11M +$127K +1,606 +2%
MSV
103
MN Services Vermogensbeheer
Netherlands
$6.07M +$95.1K +1,200 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
104
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.01M
AAIM
105
American Assets Investment Management
California
$6.01M +$1.19M +15,000 +22%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$5.88M -$127K -1,597 -2%
Canada Life
107
Canada Life
Manitoba, Canada
$5.79M -$379K -4,778 -6%
SLAM
108
Swiss Life Asset Management
$5.78M +$2.03M +25,626 +47%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$5.42M +$172K +2,168 +3%
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.23M -$131K -1,651 -2%
DA
111
Duality Advisers
Florida
$5.13M +$5.62M +70,899 New
Chevy Chase Trust
112
Chevy Chase Trust
Maryland
$5.01M -$206K -2,596 -4%
PAM
113
Panagora Asset Management
Massachusetts
$5.01M +$369K +4,659 +7%
RJA
114
Raymond James & Associates
Florida
$4.81M -$1.7M -21,416 -24%
FCI
115
Financial Counselors Inc
Kansas
$4.59M +$1.98M +24,987 +65%
NIPH
116
NN Investment Partners Holdings
Netherlands
$4.55M +$4.86M +61,323 +4,088%
Stifel Financial
117
Stifel Financial
Missouri
$4.52M +$333K +4,204 +7%
State of New Jersey Common Pension Fund D
118
State of New Jersey Common Pension Fund D
New Jersey
$4.52M +$139K +1,753 +3%
HC
119
Hendley & Co
Ohio
$4.47M -$35.7K -450 -0.7%
CPO
120
Cerity Partners OCIO
New York
$4.45M +$3.56M +44,931 +272%
VV
121
Verity & Verity
South Carolina
$4.42M +$84.1K +1,061 +2%
VOYA Investment Management
122
VOYA Investment Management
Georgia
$4.42M -$2.1M -26,515 -30%
FAF
123
Första AP-fonden
Sweden
$4.28M +$602K +7,600 +15%
PAMS
124
Pictet Asset Management (Switzerland)
Switzerland
$4.21M +$4.61M +58,192 New
EFIC
125
Eliot Finkel Investment Counsel
California
$4.2M +$81.6K +1,030 +2%

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.