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Pinnacle West Capital

490 hedge funds and large institutions have $7.47B invested in Pinnacle West Capital in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 160 increasing their positions, 186 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

16% more call options, than puts

Call options by funds: $3.98M | Put options by funds: $3.45M

1% more capital invested

Capital invested by funds: $7.43B → $7.47B (+$41.4M)

0.3% less ownership

Funds ownership: 83.41%83.11% (-0.3%)

1% less funds holding

Funds holding: 494490 (-4)

2% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 45

14% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 186

Holders
490
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
11.22%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
44
Increased
160
Reduced
186
Closed
45
Calls
$3.98M
Puts
$3.45M
Net Calls
+$537K
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Change in
Stake
LPC
226
Loeb Partners Corp
New York
$1.01M
CBOA
227
Commonwealth Bank of Australia
Australia
$1M +$203K +2,595 +26%
IIC
228
Ironwood Investment Counsel
Arizona
$1M -$25.7K -328 -3%
XK
229
Xact Kapitalforvaltning
Sweden
$996K +$89.4K +1,143 +10%
FMBTD
230
First Midwest Bank Trust Division
Illinois
$990K +$16.4K +210 +2%
OPERF
231
Oregon Public Employees Retirement Fund
Oregon
$985K +$20.6K +264 +2%
TRSOTSOK
232
Teachers Retirement System of the State of Kentucky
Kentucky
$975K
Natixis Advisors
233
Natixis Advisors
Massachusetts
$974K +$946K +12,095 New
RIL
234
Rothschild Investment LLC
Illinois
$966K
COPPSERS
235
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$944K +$134K +1,713 +17%
CPO
236
Cerity Partners OCIO
New York
$907K +$67.8K +867 +8%
BCM
237
Birmingham Capital Management
Alabama
$906K
FCBT
238
First Citizens Bank & Trust
North Carolina
$886K -$99.8K -1,276 -10%
DIA
239
Dean Investment Associates
Ohio
$874K +$11.5K +147 +1%
AAM
240
Advisors Asset Management
Colorado
$847K -$826K -10,562 -50%
BSAM
241
Blue Sky Asset Management
Colorado
$846K +$821K +10,500 New
VIA
242
Vident Investment Advisory
Georgia
$843K -$42.7K -546 -5%
AI
243
Atria Investments
North Carolina
$842K +$454K +5,803 +125%
CIBC Asset Management
244
CIBC Asset Management
Ontario, Canada
$839K +$39K +499 +5%
NMERB
245
New Mexico Educational Retirement Board
New Mexico
$827K -$39.1K -500 -5%
HI
246
Horizon Investments
North Carolina
$823K -$344K -4,401 -30%
KBC Group
247
KBC Group
Belgium
$817K -$33.9K -434 -4%
MAM
248
Meeder Asset Management
Ohio
$809K -$60.5K -774 -7%
DILIC
249
Dai-ichi Life Insurance Company
Japan
$801K
W
250
Wealthfront
California
$797K -$828K -10,581 -52%

PNW Hedge Fund Activity: Q2 2018 in Review

490 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q2 2018, worth a combined $7.47B — up 0.56% from $7.43B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of PNW and 44 opened new positions — a net loss of 1 holder — while 186 trimmed existing stakes and 160 added.

The largest buyer was BlackRock, adding an estimated $128M. The largest seller was Wedge Capital Management, exiting entirely with an estimated $137M sold.

  • 490 institutional investors held Pinnacle West Capital (PNW) as of Q2 2018, down from 494 in Q1 2018.
  • Funds reported $7.47B of Pinnacle West Capital stock for Q2 2018, up 0.56% quarter-over-quarter.
  • 44 funds opened new Pinnacle West Capital positions in Q2 2018 and 45 closed out, a net change of -1 holder.
  • The largest Pinnacle West Capital buyer in Q2 2018 was BlackRock, an estimated $128M added.
  • The largest Pinnacle West Capital seller in Q2 2018 was Wedge Capital Management, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2018.