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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
CIA
151
Capital Investment Advisors
Georgia
$2.65M +$536K +6,765 +23%
Macquarie Group
152
Macquarie Group
Australia
$2.54M +$132K +1,662 +5%
VanEck Associates
153
VanEck Associates
New York
$2.5M +$235K +2,969 +9%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$2.5M +$2.31M +29,185 +538%
Osaic Holdings
155
Osaic Holdings
Arizona
$2.5M -$245K -3,091 -8%
Aviva
156
Aviva
United Kingdom
$2.49M -$153K -1,936 -5%
Korea Investment Corp
157
Korea Investment Corp
South Korea
$2.48M -$246K -3,100 -8%
AWM
158
AE Wealth Management
Kansas
$2.44M +$663K +8,365 +33%
AIG
159
American International Group
New York
$2.44M -$57K -719 -2%
RIM
160
Redpoint Investment Management
Australia
$2.35M +$4.68K +59 +0.2%
Canada Pension Plan Investment Board
161
Canada Pension Plan Investment Board
Ontario, Canada
$2.33M +$2.31M +29,117 +931%
TC
162
TwinBeech Capital
New York
$2.33M +$2.55M +32,229 New
ASRS
163
Arizona State Retirement System
Arizona
$2.29M -$16.6K -210 -0.7%
SI
164
Stephens Inc
Arkansas
$2.28M -$242K -3,051 -9%
HighTower Advisors
165
HighTower Advisors
Illinois
$2.27M +$138K +1,735 +6%
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$2.24M -$7.16M -90,401 -74%
TD Asset Management
167
TD Asset Management
Ontario, Canada
$2.24M -$79.3K -1,000 -3%
GIA
168
Gateway Investment Advisers
Ohio
$2.2M -$17.2K -217 -0.7%
GFA
169
Gifford Fong Associates
California
$2.17M
Baird Financial Group
170
Baird Financial Group
Wisconsin
$2.11M -$54.4K -686 -2%
BCV
171
Banque Cantonale Vaudoise
Switzerland
$2.11M
EGM
172
Engineers Gate Manager
New York
$2.09M +$2.29M +28,852 New
SFI
173
Siemens Fonds Invest
Germany
$2.08M +$71.9K +907 +3%
RIL
174
Rothschild Investment LLC
Illinois
$2.08M +$25.4K +320 +1%
SOMRS
175
State of Michigan Retirement System
Michigan
$2.05M

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.