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Pinnacle West Capital

511 hedge funds and large institutions have $6.91B invested in Pinnacle West Capital in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 176 increasing their positions, 162 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 58

2% more funds holding

Funds holding: 503511 (+8)

9% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 162

2.26% less ownership

Funds ownership: 87.04%84.78% (-2.3%)

14% less capital invested

Capital invested by funds: $8.03B → $6.91B (-$1.12B)

57% less call options, than puts

Call options by funds: $14M | Put options by funds: $32.7M

Holders
511
Holders Change
+8
Holders Change %
+1.59%
% of All Funds
8.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
72
Increased
176
Reduced
162
Closed
58
Calls
$14M
Puts
$32.7M
Net Calls
-$18.7M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$939M +$9.84M +124,154 +1%
BlackRock
2
BlackRock
New York
$738M -$23.7M -299,212 -3%
State Street
3
State Street
Massachusetts
$484M +$14.8M +187,337 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$477M -$19.1M -241,364 -4%
American Century Companies
5
American Century Companies
Missouri
$345M +$8.36M +105,459 +2%
Lazard Asset Management
6
Lazard Asset Management
New York
$289M +$14.7M +184,898 +5%
Franklin Resources
7
Franklin Resources
California
$256M -$32.7M -412,470 -10%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$214M +$1.92M +24,227 +0.8%
Invesco
9
Invesco
Georgia
$194M -$35.1M -442,565 -14%
Mitsubishi UFJ Trust & Banking
10
Mitsubishi UFJ Trust & Banking
Japan
$157M +$9.96M +125,681 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$153M +$3.91M +49,353 +2%
Legal & General Group
12
Legal & General Group
United Kingdom
$110M +$1.79M +22,608 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$94M -$13.1M -165,246 -11%
Northern Trust
14
Northern Trust
Illinois
$87.6M -$12.3M -154,814 -11%
Norges Bank
15
Norges Bank
Norway
$87.4M -$4.71M -59,459 -5%
First Trust Advisors
16
First Trust Advisors
Illinois
$74.7M +$9.21M +116,221 +13%
DPIM
17
Duff & Phelps Investment Management
Illinois
$67.7M
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$63.3M +$472K +5,954 +0.7%
Newport Trust Company
19
Newport Trust Company
District of Columbia
$61.6M -$1.92M -24,239 -3%
Charles Schwab
20
Charles Schwab
California
$59.5M +$2.13M +26,929 +3%
JP Morgan Chase
21
JP Morgan Chase
New York
$58.9M +$6.13M +77,406 +11%
Morgan Stanley
22
Morgan Stanley
New York
$58.6M +$6.53M +82,352 +11%
Ameriprise
23
Ameriprise
Minnesota
$53M -$59.6M -752,297 -51%
Renaissance Technologies
24
Renaissance Technologies
New York
$49.8M +$19.9M +250,500 +57%
PCA
25
Personal Capital Advisors
California
$43.5M -$2.32M -29,212 -5%

PNW Hedge Fund Activity: Q3 2021 in Review

511 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q3 2021, worth a combined $6.91B — down 14% from $8.03B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new PNW positions and 58 closed out — a net gain of 14 holders — while 176 added to existing stakes and 162 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $39.4M. The largest seller was Royal Bank of Canada, cutting an estimated $73.3M.

  • 511 institutional investors held Pinnacle West Capital (PNW) as of Q3 2021, up from 503 in Q2 2021.
  • Funds reported $6.91B of Pinnacle West Capital stock for Q3 2021, down 14% quarter-over-quarter.
  • 72 funds opened new Pinnacle West Capital positions in Q3 2021 and 58 closed out, a net change of +14 holders.
  • The largest Pinnacle West Capital buyer in Q3 2021 was Fidelity Investments, an estimated $39.4M added.
  • The largest Pinnacle West Capital seller in Q3 2021 was Royal Bank of Canada, an estimated $73.3M sold.

Based on aggregated 13F filings for Q3 2021.