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Pinnacle West Capital

506 hedge funds and large institutions have $7B invested in Pinnacle West Capital in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 172 increasing their positions, 178 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $7.45M | Put options by funds: $5.78M

22% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 55

2% more funds holding

Funds holding: 497506 (+9)

0% less capital invested

Capital invested by funds: $7.01B → $7B (-$10.8M)

3% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 178

1.12% less ownership

Funds ownership: 84.61%83.49% (-1.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
506
Holders Change
+9
Holders Change %
+1.81%
% of All Funds
10.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
67
Increased
172
Reduced
178
Closed
55
Calls
$7.45M
Puts
$5.78M
Net Calls
+$1.67M
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$968M -$52.1M -680,551 -5%
BlackRock
2
BlackRock
New York
$787M -$20.1M -262,717 -2%
State Street
3
State Street
Massachusetts
$473M +$4.78M +62,376 +1%
Franklin Resources
4
Franklin Resources
California
$302M +$40.9M +534,469 +15%
American Century Companies
5
American Century Companies
Missouri
$287M +$20.4M +265,992 +7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$232M +$82.9M +1,082,934 +53%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$203M +$20M +261,536 +11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$146M +$1.45M +18,929 +1%
Renaissance Technologies
9
Renaissance Technologies
New York
$129M -$41.3M -539,600 -24%
Invesco
10
Invesco
Georgia
$126M +$1.29M +16,868 +1%
Northern Trust
11
Northern Trust
Illinois
$119M -$2.7M -35,241 -2%
Legal & General Group
12
Legal & General Group
United Kingdom
$116M +$403K +5,268 +0.3%
Ameriprise
13
Ameriprise
Minnesota
$101M +$42.2M +551,478 +69%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$94.9M +$19.7M +257,799 +25%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$92.7M +$13.5M +175,666 +16%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$90.1M +$1.45M +18,984 +2%
DPIM
17
Duff & Phelps Investment Management
Illinois
$79.3M
First Trust Advisors
18
First Trust Advisors
Illinois
$77.9M +$15M +195,734 +23%
PP
19
Prudential plc
United Kingdom
$75.8M +$77.1M +1,007,306 +11,377%
AL
20
AJO LP
Pennsylvania
$70.4M +$27.3M +356,488 +61%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$70M -$654K -8,546 -0.9%
ZP
22
Zimmer Partners
New York
$68.6M -$166M -2,163,470 -70%
Norges Bank
23
Norges Bank
Norway
$63.6M -$6.4M -83,524 -9%
Goldman Sachs
24
Goldman Sachs
New York
$59.8M +$18.3M +238,764 +42%
Bessemer Group
25
Bessemer Group
New Jersey
$58.9M +$7.95M +103,791 +15%