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Pinnacle West Capital

492 hedge funds and large institutions have $7.14B invested in Pinnacle West Capital in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 180 increasing their positions, 145 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $14.9M | Put options by funds: $10.1M

38% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 50

24% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 145

2% more funds holding

Funds holding: 482492 (+10)

1.66% more ownership

Funds ownership: 84.92%86.58% (+1.7%)

5% less capital invested

Capital invested by funds: $7.48B → $7.14B (-$340M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
492
Holders Change
+10
Holders Change %
+2.07%
% of All Funds
8.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
69
Increased
180
Reduced
145
Closed
50
Calls
$14.9M
Puts
$10.1M
Net Calls
+$4.76M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EM
201
Excalibur Management
Massachusetts
$1.09M -$56.8K -760 -5%
CIC
202
Cornercap Investment Counsel
Georgia
$1.09M -$210K -2,804 -16%
TPSF
203
Texas Permanent School Fund
Texas
$1.07M +$748 +10 +0.1%
QT
204
Quantamental Technologies
New York
$1.05M +$1.07M +14,336 New
SFM
205
Systematic Financial Management
New Jersey
$1.04M +$194K +2,600 +22%
SMDAM
206
Sumitomo Mitsui DS Asset Management
Japan
$1.01M +$6.36K +85 +0.6%
CIBC Asset Management
207
CIBC Asset Management
Ontario, Canada
$1M +$221K +2,956 +28%
PAG
208
Private Advisor Group
New Jersey
$989K -$60.1K -803 -6%
LI
209
LMCG Investments
Massachusetts
$984K
II
210
IFM Investors
Australia
$977K -$125K -1,669 -11%
Creative Planning
211
Creative Planning
Kansas
$975K +$178K +2,379 +22%
HFM
212
Hartford Financial Management
Connecticut
$951K
Zurich Cantonal Bank
213
Zurich Cantonal Bank
Switzerland
$946K -$150K -2,007 -13%
Mariner
214
Mariner
Kansas
$918K +$939K +12,557 New
BCI
215
Brinker Capital Investments
Pennsylvania
$913K -$12.2K -163 -1%
RP
216
Riverwater Partners
Wisconsin
$901K +$289K +3,859 +46%
HWAM
217
Hennion & Walsh Asset Management
New Jersey
$900K -$3.67K -49 -0.4%
Capital Fund Management (CFM)
218
Capital Fund Management (CFM)
France
$893K -$464K -6,205 -34%
RT
219
Rockland Trust
Massachusetts
$859K +$455K +6,088 +108%
JC
220
JB Capital
Connecticut
$851K +$63K +842 +8%
Mirae Asset Global Investments
221
Mirae Asset Global Investments
South Korea
$835K +$854K +11,419 New
WPP
222
Whalerock Point Partners
Rhode Island
$828K
BPA
223
Beacon Pointe Advisors
California
$811K +$136K +1,823 +20%
NGA
224
Naples Global Advisors
Florida
$800K -$26.5K -355 -3%
Victory Capital Management
225
Victory Capital Management
Texas
$794K +$458K +6,128 +130%

PNW Hedge Fund Activity: Q2 2022 in Review

492 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q2 2022, worth a combined $7.14B — down 4.5% from $7.48B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PNW positions and 50 closed out — a net gain of 19 holders — while 180 added to existing stakes and 145 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $74M. The largest seller was Atlas Infrastructure Partners, exiting entirely with an estimated $113M sold.

  • 492 institutional investors held Pinnacle West Capital (PNW) as of Q2 2022, up from 482 in Q1 2022.
  • Funds reported $7.14B of Pinnacle West Capital stock for Q2 2022, down 4.5% quarter-over-quarter.
  • 69 funds opened new Pinnacle West Capital positions in Q2 2022 and 50 closed out, a net change of +19 holders.
  • The largest Pinnacle West Capital buyer in Q2 2022 was Envestnet Asset Management, an estimated $74M added.
  • The largest Pinnacle West Capital seller in Q2 2022 was Atlas Infrastructure Partners, an estimated $113M sold.

Based on aggregated 13F filings for Q2 2022.