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Pinnacle West Capital
PNW

537 hedge funds and large institutions have $7.33B invested in Pinnacle West Capital in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 205 increasing their positions, 146 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 29

56% more call options, than puts

Call options by funds: $27M | Put options by funds: $17.3M

40% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 146

16% more capital invested

Capital invested by funds: $6.3B → $7.33B (+$1.03B)

12% more funds holding

Funds holding: 479 → 537 (+58)

0.84% less ownership

Funds ownership: 86.55% → 85.7% (-0.84%)

Holders
537
Holders Change
+58
Holders Change %
+12.11%
% of All Funds
8.63%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
98
Increased
205
Reduced
146
Closed
29
Calls
$27M
Puts
$17.3M
Net Calls
+$9.69M
Net Calls Change
-$1.54M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$42M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$40.1M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$33.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$23.1M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$17.1M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$143M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$109M
3
American Century Companies
American Century Companies
Missouri
-$82.2M
4
ZP
Zimmer Partners
New York
-$36.3M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
201
Mariner
Kansas
$1.28M +$128K +1,787 +12%
State of Tennessee, Department of Treasury
202
State of Tennessee, Department of Treasury
Tennessee
$1.28M -$95.8K -1,340 -7%
Cambridge Investment Research Advisors
203
Cambridge Investment Research Advisors
Iowa
$1.27M +$45.3K +634 +4%
YIH
204
Y-Intercept (HK)
Hong Kong
$1.26M +$1.19M +16,596 New
MOACM
205
Mutual of America Capital Management
New York
$1.23M +$36.3K +508 +3%
CIBC Asset Management
206
CIBC Asset Management
Ontario, Canada
$1.23M +$83.2K +1,165 +8%
D.E. Shaw & Co
207
D.E. Shaw & Co
New York
$1.22M +$1.15M +16,038 New
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
$1.21M +$134K +1,877 +13%
TPSF
209
Texas Permanent School Fund
Texas
$1.2M +$5.72K +80 +0.5%
NYLIM
210
New York Life Investment Management
New York
$1.19M +$2.43K +34 +0.2%
XT
211
XTX Topco
Cayman Islands
$1.19M +$789K +11,048 +242%
X
212
Xponance
Pennsylvania
$1.18M -$551K -7,714 -33%
Public Employees Retirement Association of Colorado
213
Public Employees Retirement Association of Colorado
Colorado
$1.15M – – –
EM
214
Excalibur Management
Massachusetts
$1.15M +$31.8K +445 +3%
Creative Planning
215
Creative Planning
Kansas
$1.15M -$4K -56 -0.4%
CCC
216
Cincinnati Casualty Company
Ohio
$1.14M – – –
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$1.14M +$604K +8,449 +130%
GAM
218
Gotham Asset Management
New York
$1.14M +$35.9K +503 +3%
TWA
219
TCI Wealth Advisors
Arizona
$1.13M +$1.93K +27 +0.2%
I
220
InceptionR
California
$1.13M +$1.06M +14,812 New
Mirae Asset Global Investments
221
Mirae Asset Global Investments
South Korea
$1.09M +$82K +1,147 +9%
BCI
222
Brinker Capital Investments
Pennsylvania
$1.08M +$145K +2,025 +17%
Public Sector Pension Investment Board (PSP Investments)
223
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.07M +$139K +1,948 +16%
Asset Management One
224
Asset Management One
Japan
$1.06M +$918K +12,846 +1,368%
SMDAM
225
Sumitomo Mitsui DS Asset Management
Japan
$1.05M +$52K +727 +6%
7 8
9
10 11

PNW Hedge Fund Activity: Q4 2022 in Review

537 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q4 2022, worth a combined $7.33B — up 16% from $6.3B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new PNW positions and 29 closed out — a net gain of 69 holders — while 205 added to existing stakes and 146 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $42M. The largest seller was Lazard Asset Management, cutting an estimated $143M.

  • 537 institutional investors held Pinnacle West Capital (PNW) as of Q4 2022, up from 479 in Q3 2022.
  • Funds reported $7.33B of Pinnacle West Capital stock for Q4 2022, up 16% quarter-over-quarter.
  • 98 funds opened new Pinnacle West Capital positions in Q4 2022 and 29 closed out, a net change of +69 holders.
  • The largest Pinnacle West Capital buyer in Q4 2022 was Fidelity Investments, an estimated $42M added.
  • The largest Pinnacle West Capital seller in Q4 2022 was Lazard Asset Management, an estimated $143M sold.

Based on aggregated 13F filings for Q4 2022.