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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
VEA
201
Virtus ETF Advisers
New York
$1.4M +$85.7K +1,081 +6%
State of Tennessee, Department of Treasury
202
State of Tennessee, Department of Treasury
Tennessee
$1.38M -$81.8K -1,032 -5%
EM
203
Excalibur Management
Massachusetts
$1.38M +$1.08M +13,688 +256%
Bank of Nova Scotia
204
Bank of Nova Scotia
Ontario, Canada
$1.37M -$1.29M -16,271 -46%
OTPPB
205
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.37M +$840K +10,598 +126%
WG
206
Winton Group
United Kingdom
$1.36M +$126K +1,592 +9%
BBVA
207
Banco Bilbao Vizcaya Argentaria
Spain
$1.35M +$363K +4,586 +33%
CANY
208
Caxton Associates (New York)
New York
$1.33M +$1.46M +18,436 New
SMDAM
209
Sumitomo Mitsui DS Asset Management
Japan
$1.32M +$61.3K +773 +4%
Teacher Retirement System of Texas
210
Teacher Retirement System of Texas
Texas
$1.3M +$246K +3,105 +21%
TPSF
211
Texas Permanent School Fund
Texas
$1.26M -$104K -1,307 -7%
ECM
212
ExodusPoint Capital Management
New York
$1.26M +$1.38M +17,419 New
S
213
Seeyond
France
$1.26M -$14K -177 -1%
SOADOR
214
State of Alaska Department of Revenue
Alaska
$1.25M -$15K -189 -1%
MF
215
Magnetar Financial
Illinois
$1.25M +$1.36M +17,212 New
MSL
216
Mackay Shields LLC
New York
$1.22M -$133K -1,677 -9%
PAG
217
Private Advisor Group
New Jersey
$1.19M +$470K +5,932 +56%
MFM
218
MD Financial Management
Ontario, Canada
$1.16M +$82.2K +1,037 +7%
AAS
219
Avantax Advisory Services
Texas
$1.14M +$953K +12,030 +319%
RIM
220
Redwood Investment Management
Arizona
$1.13M +$1.24M +15,588 New
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$1.11M
SIM
222
Sonora Investment Management
Arizona
$1.1M -$3.18M -40,085 -72%
ACM
223
Azimuth Capital Management
Michigan
$1.1M -$31.7K -400 -3%
DnB Asset Management
224
DnB Asset Management
Norway
$1.1M -$2.77M -34,992 -70%
CCC
225
Cincinnati Casualty Company
Ohio
$1.08M

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.