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Pinnacle West Capital

482 hedge funds and large institutions have $7.48B invested in Pinnacle West Capital in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 195 increasing their positions, 144 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 144

14% more capital invested

Capital invested by funds: $6.55B → $7.48B (+$930M)

2.5% more ownership

Funds ownership: 82.43%84.92% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 72

3% less funds holding

Funds holding: 498482 (-16)

23% less call options, than puts

Call options by funds: $22.5M | Put options by funds: $29.2M

Holders
482
Holders Change
-16
Holders Change %
-3.21%
% of All Funds
7.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
65
Increased
195
Reduced
144
Closed
72
Calls
$22.5M
Puts
$29.2M
Net Calls
-$6.76M
Net Calls Change
+$5.34M
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
201
ProVise Management Group
Florida
$1.08M +$683K +9,538 +220%
BL
202
Balentine LLC
Georgia
$1.08M +$718K +10,033 +264%
SMDAM
203
Sumitomo Mitsui DS Asset Management
Japan
$1.08M +$29.7K +415 +3%
LI
204
LMCG Investments
Massachusetts
$1.05M +$963K +13,452 New
CHC
205
City Holding Co
West Virginia
$1.01M -$27.8K -388 -3%
HFM
206
Hartford Financial Management
Connecticut
$1.01M
BCI
207
Brinker Capital Investments
Pennsylvania
$988K +$32.3K +452 +4%
Jane Street
208
Jane Street
New York
$966K -$2.12M -29,669 -71%
HWAM
209
Hennion & Walsh Asset Management
New Jersey
$966K -$55.2K -771 -6%
OSIA
210
O'Shares Investment Advisers
Massachusetts
$931K +$45.8K +640 +6%
Mackenzie Financial
211
Mackenzie Financial
Ontario, Canada
$924K +$847K +11,834 New
SCM
212
Stevens Capital Management
Pennsylvania
$915K +$511K +7,141 +156%
SFM
213
Systematic Financial Management
New Jersey
$908K +$429K +6,000 +107%
Bank of Nova Scotia
214
Bank of Nova Scotia
Ontario, Canada
$901K -$623K -8,710 -43%
State of Wisconsin Investment Board
215
State of Wisconsin Investment Board
Wisconsin
$885K -$170K -2,376 -17%
WPP
216
Whalerock Point Partners
Rhode Island
$884K
NGA
217
Naples Global Advisors
Florida
$882K +$7.16K +100 +0.9%
Creative Planning
218
Creative Planning
Kansas
$856K +$34.5K +482 +5%
JC
219
JB Capital
Connecticut
$844K -$15.8K -221 -2%
TWA
220
TCI Wealth Advisors
Arizona
$843K +$1K +14 +0.1%
CIBC Asset Management
221
CIBC Asset Management
Ontario, Canada
$837K +$7.66K +107 +1%
HIMCH
222
Hartford Investment Management Co (HIMCO)
Connecticut
$832K -$55.7K -778 -7%
VPIM
223
Vanguard Personalized Indexing Management
California
$815K +$515K +7,192 +222%
SLA
224
Silver Lake Advisory
Utah
$814K -$23K -321 -3%
Pacer Advisors
225
Pacer Advisors
Pennsylvania
$797K +$240K +3,356 +49%