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Pinnacle West Capital

492 hedge funds and large institutions have $7.14B invested in Pinnacle West Capital in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 180 increasing their positions, 145 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $14.9M | Put options by funds: $10.1M

38% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 50

24% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 145

2% more funds holding

Funds holding: 482492 (+10)

1.66% more ownership

Funds ownership: 84.92%86.58% (+1.7%)

5% less capital invested

Capital invested by funds: $7.48B → $7.14B (-$340M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
492
Holders Change
+10
Holders Change %
+2.07%
% of All Funds
8.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
69
Increased
180
Reduced
145
Closed
50
Calls
$14.9M
Puts
$10.1M
Net Calls
+$4.76M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1B +$29.4M +392,862 +3%
Lazard Asset Management
2
Lazard Asset Management
New York
$746M +$27.1M +362,357 +4%
BlackRock
3
BlackRock
New York
$714M +$28.6M +382,325 +4%
State Street
4
State Street
Massachusetts
$553M +$48.5M +648,705 +9%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$415M -$737K -9,849 -0.2%
Invesco
6
Invesco
Georgia
$287M +$29.2M +390,619 +11%
American Century Companies
7
American Century Companies
Missouri
$272M +$6.98M +93,292 +3%
Franklin Resources
8
Franklin Resources
California
$207M -$31.9M -426,536 -13%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$195M -$13.5M -180,183 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$190M +$6.13M +81,969 +3%
Mitsubishi UFJ Trust & Banking
11
Mitsubishi UFJ Trust & Banking
Japan
$161M -$4.91M -65,717 -3%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$159M -$3.26M -43,559 -2%
Norges Bank
13
Norges Bank
Norway
$97.6M +$13.2M +175,988 +15%
Morgan Stanley
14
Morgan Stanley
New York
$97M +$54.2M +725,321 +121%
First Trust Advisors
15
First Trust Advisors
Illinois
$96M +$12.5M +166,714 +15%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$81.1M +$74M +989,421 +824%
Legal & General Group
17
Legal & General Group
United Kingdom
$78.8M -$7.1M -94,879 -8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$76.2M +$3.44M +46,033 +5%
Northern Trust
19
Northern Trust
Illinois
$70.1M -$359K -4,801 -0.5%
Charles Schwab
20
Charles Schwab
California
$66.3M +$1.28M +17,158 +2%
JP Morgan Chase
21
JP Morgan Chase
New York
$60.2M -$9.38M -125,483 -13%
DPIM
22
Duff & Phelps Investment Management
Illinois
$59.3M -$9.4M -125,650 -13%
PCA
23
Personal Capital Advisors
California
$58.5M +$1.99M +26,588 +3%
Newport Trust Company
24
Newport Trust Company
District of Columbia
$57.1M -$1.27M -17,021 -2%
CFC
25
Cincinnati Financial Corp
Ohio
$53.3M

PNW Hedge Fund Activity: Q2 2022 in Review

492 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q2 2022, worth a combined $7.14B — down 4.5% from $7.48B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PNW positions and 50 closed out — a net gain of 19 holders — while 180 added to existing stakes and 145 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $74M. The largest seller was Atlas Infrastructure Partners, exiting entirely with an estimated $113M sold.

  • 492 institutional investors held Pinnacle West Capital (PNW) as of Q2 2022, up from 482 in Q1 2022.
  • Funds reported $7.14B of Pinnacle West Capital stock for Q2 2022, down 4.5% quarter-over-quarter.
  • 69 funds opened new Pinnacle West Capital positions in Q2 2022 and 50 closed out, a net change of +19 holders.
  • The largest Pinnacle West Capital buyer in Q2 2022 was Envestnet Asset Management, an estimated $74M added.
  • The largest Pinnacle West Capital seller in Q2 2022 was Atlas Infrastructure Partners, an estimated $113M sold.

Based on aggregated 13F filings for Q2 2022.