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Pinnacle West Capital
PNW

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: 503 → 511 (+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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$39.4M
2
Amundi
Amundi
France
+$38.6M
3
Renaissance Technologies
Renaissance Technologies
New York
+$19.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$16.7M
5
ST
Sabal Trust
Florida
+$16.2M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$73.3M
2
Bessemer Group
Bessemer Group
New Jersey
-$69.6M
3
Ameriprise
Ameriprise
Minnesota
-$59.6M
4
Bank of America
Bank of America
North Carolina
-$37.5M
5
Invesco
Invesco
Georgia
-$35.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
176
Castellan Group
Kentucky
$1.97M +$1.39M +17,590 +182%
RJFSA
177
Raymond James Financial Services Advisors
Florida
$1.91M +$496K +6,252 +31%
SIP
178
Stoneridge Investment Partners
Pennsylvania
$1.88M +$2.06M +26,040 New
First Manhattan
179
First Manhattan
New York
$1.87M – – –
Nomura Asset Management
180
Nomura Asset Management
Japan
$1.86M +$249K +3,138 +14%
PS
181
Pensionfund Sabic
Netherlands
$1.84M +$198K +2,500 +11%
MIM
182
MetLife Investment Management
New Jersey
$1.84M -$52.9K -667 -3%
Commonwealth Equity Services
183
Commonwealth Equity Services
Massachusetts
$1.82M +$148K +1,864 +8%
UIM
184
USS Investment Management
United Kingdom
$1.8M +$693K +8,748 +54%
SM
185
SG3 Management
Puerto Rico
$1.79M +$1.97M +24,800 New
PP
186
Palladium Partners
Virginia
$1.74M – – –
LPL Financial
187
LPL Financial
California
$1.7M -$291K -3,675 -14%
DIA
188
Dean Investment Associates
Ohio
$1.68M +$40.2K +507 +2%
QT
189
Quantbot Technologies
New York
$1.65M +$1.73M +21,786 +2,025%
Balyasny Asset Management
190
Balyasny Asset Management
Illinois
$1.65M +$1.81M +22,848 New
SSA
191
Schonfeld Strategic Advisors
New York
$1.64M +$991K +12,500 +124%
Natixis Advisors
192
Natixis Advisors
Massachusetts
$1.6M -$184K -2,327 -10%
PPW
193
Parcion Private Wealth
Washington
$1.54M – – –
BCIM
194
British Columbia Investment Management
British Columbia, Canada
$1.51M – – –
Public Sector Pension Investment Board (PSP Investments)
195
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.49M +$228K +2,877 +16%
GIBU
196
Gulf International Bank (UK)
United Kingdom
$1.48M – – –
URS
197
Utah Retirement Systems
Utah
$1.48M -$103K -1,300 -6%
QIM
198
Quantitative Investment Management
Virginia
$1.45M +$1.59M +20,084 New
ProShare Advisors
199
ProShare Advisors
Maryland
$1.41M +$235K +2,967 +18%
Fuller & Thaler Asset Management
200
Fuller & Thaler Asset Management
California
$1.41M +$373K +4,700 +32%
6 7
8
9 10

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.