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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
Voloridge Investment Management
126
Voloridge Investment Management
Florida
$4.18M +$4.58M +57,750 New
Aberdeen Group
127
Aberdeen Group
United Kingdom
$4.13M +$235K +2,961 +5%
WC
128
Whitney & Co
New York
$4.05M +$4.44M +55,984 New
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$4.02M +$1.94M +24,482 +79%
OIM
130
Opus Investment Management
Massachusetts
$3.9M -$103K -1,300 -2%
ETC
131
Exchange Traded Concepts
Oklahoma
$3.73M +$4.07M +51,319 +17,635%
NEAM
132
New England Asset Management
Connecticut
$3.67M +$190K +2,400 +5%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$3.67M +$713K +9,001 +22%
BEAM
134
Baker Ellis Asset Management
Washington
$3.46M -$10.5K -132 -0.3%
BCFS
135
Butensky & Cohen Financial Security
Florida
$3.34M +$311K +3,928 +9%
Toronto Dominion Bank
136
Toronto Dominion Bank
Ontario, Canada
$3.31M -$287K -3,622 -7%
MIS
137
Morningstar Investment Services
Illinois
$3.28M +$3.59M +45,355 New
Mitsubishi UFJ Asset Management
138
Mitsubishi UFJ Asset Management
Japan
$3.27M +$293K +3,694 +9%
CSS
139
Cubist Systematic Strategies
Connecticut
$3.23M -$1.3M -16,381 -27%
Comerica Bank
140
Comerica Bank
Texas
$3.11M +$721K +9,091 +24%
Marshall Wace
141
Marshall Wace
United Kingdom
$3.07M -$2.99M -37,785 -47%
Treasurer of the State of North Carolina
142
Treasurer of the State of North Carolina
North Carolina
$3.06M +$109K +1,369 +3%
Envestnet Asset Management
143
Envestnet Asset Management
Illinois
$2.98M +$373K +4,710 +13%
US Bancorp
144
US Bancorp
Minnesota
$2.98M -$395K -4,981 -11%
MC
145
Moors & Cabot
Massachusetts
$2.96M +$1.94M +24,522 +149%
Janus Henderson Group
146
Janus Henderson Group
United Kingdom
$2.94M -$7.68M -96,912 -70%
AB
147
Amalgamated Bank
New York
$2.9M -$87.8K -1,108 -3%
Vontobel Holding
148
Vontobel Holding
Switzerland
$2.87M +$2.87M +36,214 +1,058%
Retirement Systems of Alabama
149
Retirement Systems of Alabama
Alabama
$2.8M -$199K -2,514 -6%
SIC
150
SFE Investment Counsel
California
$2.75M +$468K +5,900 +18%

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.