Pinnacle West Capital
479 hedge funds and large institutions have $6.3B invested in Pinnacle West Capital in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 178 increasing their positions, 147 reducing their positions, and 60 closing their positions.
74% more call options, than puts
Call options by funds: $26.5M | Put options by funds: $15.2M
21% more repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 147
0.04% less ownership
Funds ownership: 86.58% → 86.55% (-0.04%)
3% less funds holding
Funds holding: 492 → 479 (-13)
10% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 60
12% less capital invested
Capital invested by funds: $7.14B → $6.3B (-$838M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
+$75.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$75.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$27M |
| 5 |
Goldman Sachs
New York
|
+$20.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$105M |
| 2 |
Lazard Asset Management
New York
|
-$85.5M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$43.7M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$35.1M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$13.8M |
PNW Hedge Fund Activity: Q3 2022 in Review
479 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q3 2022, worth a combined $6.3B — down 12% from $7.14B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of PNW and 54 opened new positions — a net loss of 6 holders — while 147 trimmed existing stakes and 178 added.
The largest buyer was Zimmer Partners, adding an estimated $75.7M. The largest seller was Franklin Resources, cutting an estimated $105M.
- 479 institutional investors held Pinnacle West Capital (PNW) as of Q3 2022, down from 492 in Q2 2022.
- Funds reported $6.3B of Pinnacle West Capital stock for Q3 2022, down 12% quarter-over-quarter.
- 54 funds opened new Pinnacle West Capital positions in Q3 2022 and 60 closed out, a net change of -6 holders.
- The largest Pinnacle West Capital buyer in Q3 2022 was Zimmer Partners, an estimated $75.7M added.
- The largest Pinnacle West Capital seller in Q3 2022 was Franklin Resources, an estimated $105M sold.
Based on aggregated 13F filings for Q3 2022.