Pinnacle West Capital
499 hedge funds and large institutions have $7.8B invested in Pinnacle West Capital in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 175 increasing their positions, 171 reducing their positions, and 74 closing their positions.
39% more call options, than puts
Call options by funds: $11.9M | Put options by funds: $8.54M
3% more capital invested
Capital invested by funds: $7.58B → $7.8B (+$223M)
2% more repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 171
0.93% more ownership
Funds ownership: 84.31% → 85.24% (+0.93%)
5% less funds holding
Funds holding: 526 → 499 (-27)
27% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 74
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$214M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$67.2M |
| 3 |
CIA
ClearBridge Investments (Australia)
Sydney,
Australia
|
+$43.7M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$36.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$129M |
| 2 |
Renaissance Technologies
New York
|
-$67.9M |
| 3 |
ZP
Zimmer Partners
New York
|
-$66.6M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
-$37.9M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$26.3M |
PNW Hedge Fund Activity: Q1 2021 in Review
499 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q1 2021, worth a combined $7.8B — up 2.9% from $7.58B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of PNW and 54 opened new positions — a net loss of 20 holders — while 171 trimmed existing stakes and 175 added.
The largest buyer was Wellington Management Group, adding an estimated $214M. The largest seller was Fidelity Investments, cutting an estimated $129M.
- 499 institutional investors held Pinnacle West Capital (PNW) as of Q1 2021, down from 526 in Q4 2020.
- Funds reported $7.8B of Pinnacle West Capital stock for Q1 2021, up 2.9% quarter-over-quarter.
- 54 funds opened new Pinnacle West Capital positions in Q1 2021 and 74 closed out, a net change of -20 holders.
- The largest Pinnacle West Capital buyer in Q1 2021 was Wellington Management Group, an estimated $214M added.
- The largest Pinnacle West Capital seller in Q1 2021 was Fidelity Investments, an estimated $129M sold.
Based on aggregated 13F filings for Q1 2021.