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Pinnacle West Capital

534 hedge funds and large institutions have $9.45B invested in Pinnacle West Capital in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 192 increasing their positions, 175 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $8.32M | Put options by funds: $6.21M

10% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 175

4% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 50

0% more capital invested

Capital invested by funds: $9.43B → $9.45B (+$17.3M)

0% less funds holding

Funds holding: 535534 (-1)

2.6% less ownership

Funds ownership: 89.39%86.79% (-2.6%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
534
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
11.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
52
Increased
192
Reduced
175
Closed
50
Calls
$8.32M
Puts
$6.21M
Net Calls
+$2.1M
Net Calls Change
+$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
226
Envestnet Asset Management
Illinois
$1.76M -$80.3K -853 -4%
PI
227
PineBridge Investments
New York
$1.76M +$1.56M +16,548 +1,049%
Natixis Advisors
228
Natixis Advisors
Massachusetts
$1.71M +$127K +1,351 +8%
SLA
229
Silver Lake Advisory
Utah
$1.71M +$754 +8 +0%
RJFSA
230
Raymond James Financial Services Advisors
Florida
$1.71M +$183K +1,943 +12%
MLICM
231
Metropolitan Life Insurance Company (MetLife)
New York
$1.62M +$6.03K +64 +0.4%
O
232
Ossiam
France
$1.59M +$1.54M +16,363 New
OAM
233
Oxford Asset Management
United Kingdom
$1.59M -$6.38M -67,750 -81%
Baird Financial Group
234
Baird Financial Group
Wisconsin
$1.58M -$2.05M -21,805 -57%
NB
235
Norinchukin Bank
Japan
$1.58M +$40.5K +430 +3%
Public Employees Retirement Association of Colorado
236
Public Employees Retirement Association of Colorado
Colorado
$1.57M
MSA
237
Mason Street Advisors
Wisconsin
$1.55M -$1.23K -13 -0.1%
Commonwealth Equity Services
238
Commonwealth Equity Services
Massachusetts
$1.55M -$270K -2,864 -15%
LTFS
239
Ladenburg Thalmann Financial Services
Florida
$1.53M -$8.57K -91 -0.6%
PCM
240
Penserra Capital Management
California
$1.5M +$150K +1,594 +12%
DnB Asset Management
241
DnB Asset Management
Norway
$1.49M +$53.7K +570 +4%
CGH
242
Crossmark Global Holdings
Texas
$1.47M +$94.7K +1,005 +7%
MOACM
243
Mutual of America Capital Management
New York
$1.46M +$754 +8 +0.1%
Wealthfront Advisers
244
Wealthfront Advisers
California
$1.46M +$132K +1,397 +10%
CIBC Asset Management
245
CIBC Asset Management
Ontario, Canada
$1.42M +$381K +4,041 +38%
Creative Planning
246
Creative Planning
Kansas
$1.41M -$56.9K -604 -4%
ERSOT
247
Employees Retirement System of Texas
Texas
$1.4M +$890K +9,443 +189%
WPP
248
Whalerock Point Partners
Rhode Island
$1.38M
HIMCH
249
Hartford Investment Management Co (HIMCO)
Connecticut
$1.37M +$6.88K +73 +0.5%
AIM
250
Achmea Investment Management
Netherlands
$1.31M -$90K -955 -7%

PNW Hedge Fund Activity: Q3 2019 in Review

534 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q3 2019, worth a combined $9.45B — up 0.18% from $9.43B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PNW positions and 50 closed out — a net gain of 2 holders — while 192 added to existing stakes and 175 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $136M. The largest seller was Capital World Investors, exiting entirely with an estimated $235M sold.

  • 534 institutional investors held Pinnacle West Capital (PNW) as of Q3 2019, down from 535 in Q2 2019.
  • Funds reported $9.45B of Pinnacle West Capital stock for Q3 2019, up 0.18% quarter-over-quarter.
  • 52 funds opened new Pinnacle West Capital positions in Q3 2019 and 50 closed out, a net change of +2 holders.
  • The largest Pinnacle West Capital buyer in Q3 2019 was AQR Capital Management, an estimated $136M added.
  • The largest Pinnacle West Capital seller in Q3 2019 was Capital World Investors, an estimated $235M sold.

Based on aggregated 13F filings for Q3 2019.