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Pinnacle West Capital

482 hedge funds and large institutions have $7.48B invested in Pinnacle West Capital in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 195 increasing their positions, 144 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 144

14% more capital invested

Capital invested by funds: $6.55B → $7.48B (+$930M)

2.5% more ownership

Funds ownership: 82.43%84.92% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 72

3% less funds holding

Funds holding: 498482 (-16)

23% less call options, than puts

Call options by funds: $22.5M | Put options by funds: $29.2M

Holders
482
Holders Change
-16
Holders Change %
-3.21%
% of All Funds
7.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
65
Increased
195
Reduced
144
Closed
72
Calls
$22.5M
Puts
$29.2M
Net Calls
-$6.76M
Net Calls Change
+$5.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.04B +$17.2M +241,019 +2%
Lazard Asset Management
2
Lazard Asset Management
New York
$769M -$66.4M -927,673 -9%
BlackRock
3
BlackRock
New York
$733M -$22.9M -319,648 -3%
State Street
4
State Street
Massachusetts
$540M +$76.7M +1,072,235 +18%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$444M +$282M +3,946,424 +227%
American Century Companies
6
American Century Companies
Missouri
$283M -$12.1M -168,836 -4%
Invesco
7
Invesco
Georgia
$276M +$57.8M +808,207 +30%
Franklin Resources
8
Franklin Resources
California
$255M +$4.98M +69,632 +2%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$222M -$19.7M -275,944 -9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$196M +$26.2M +365,521 +17%
Mitsubishi UFJ Trust & Banking
11
Mitsubishi UFJ Trust & Banking
Japan
$177M -$14.8M -206,259 -8%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$173M -$18.3M -255,306 -10%
AIP
13
Atlas Infrastructure Partners
United Kingdom
$113M -$9.72M -135,878 -9%
Legal & General Group
14
Legal & General Group
United Kingdom
$91.6M -$6.86M -95,839 -8%
Norges Bank
15
Norges Bank
Norway
$90.5M -$883K -12,339 -1%
First Trust Advisors
16
First Trust Advisors
Illinois
$89.5M -$2.16M -30,188 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$77.8M +$6.46M +90,325 +10%
Northern Trust
18
Northern Trust
Illinois
$75.3M -$1.66M -23,237 -2%
JP Morgan Chase
19
JP Morgan Chase
New York
$74.1M +$8.11M +113,286 +14%
DPIM
20
Duff & Phelps Investment Management
Illinois
$73.1M
Charles Schwab
21
Charles Schwab
California
$69.5M +$2.57M +35,875 +4%
Newport Trust Company
22
Newport Trust Company
District of Columbia
$62.4M -$1.4M -19,506 -2%
PCA
23
Personal Capital Advisors
California
$60.4M +$8.47M +118,322 +18%
PPA
24
Parametric Portfolio Associates
Washington
$60.1M +$8.36M +116,830 +18%
CFC
25
Cincinnati Financial Corp
Ohio
$57M +$34.1M +477,000 +189%