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Pinnacle West Capital

442 hedge funds and large institutions have $6.98B invested in Pinnacle West Capital in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 157 increasing their positions, 163 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $4.23M | Put options by funds: $2.71M

0.49% less ownership

Funds ownership: 83.81%83.32% (-0.49%)

4% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 163

2% less funds holding

Funds holding: 450442 (-8)

7% less capital invested

Capital invested by funds: $7.54B → $6.98B (-$561M)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
442
Holders Change
-8
Holders Change %
-1.78%
% of All Funds
11.79%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
27
Increased
157
Reduced
163
Closed
33
Calls
$4.23M
Puts
$2.71M
Net Calls
+$1.52M
Net Calls Change
-$4.14M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
301
Geneos Wealth Management
Colorado
$429K -$13K -167 -3%
JMPWA
302
JP Morgan Private Wealth Advisors
California
$418K +$162K +2,078 +61%
TWA
303
TCI Wealth Advisors
Arizona
$401K
HI
304
HBK Investments
Texas
$395K +$405K +5,200 New
Capital Fund Management (CFM)
305
Capital Fund Management (CFM)
France
$388K +$397K +5,100 New
ANRIA
306
American National Registered Investment Advisor
Texas
$380K
BPC
307
Banque Pictet & Cie
Switzerland
$380K
HCC
308
Hirtle Callaghan & Co
Pennsylvania
$380K
Verition Fund Management
309
Verition Fund Management
Connecticut
$370K -$6.8M -87,328 -95%
B
310
Bailard
California
$370K
GLA
311
Great Lakes Advisors
Illinois
$368K +$62.8K +807 +20%
CCM
312
Crossvault Capital Management
Texas
$365K
O
313
OppenheimerFunds
New York
$346K +$54.7K +703 +18%
RC
314
RegentAtlantic Capital
New Jersey
$343K +$27.6K +355 +9%
LPL Financial
315
LPL Financial
California
$342K -$108K -1,383 -23%
AG
316
Advisor Group
Arizona
$342K +$20.4K +262 +6%
MNBTD
317
Moody National Bank Trust Division
Texas
$334K
Teacher Retirement System of Texas
318
Teacher Retirement System of Texas
Texas
$326K -$282K -3,619 -46%
Thrivent Financial for Lutherans
319
Thrivent Financial for Lutherans
Minnesota
$321K +$14.8K +190 +5%
LMGAM
320
Liberty Mutual Group Asset Management
Massachusetts
$319K -$255K -3,270 -44%
CB
321
Community Bank
New York
$319K +$60.2K +773 +23%
IG
322
ING Group
Netherlands
$317K +$16.8K +216 +6%
CI
323
Conning Inc
Connecticut
$312K -$74.7K -960 -19%
QAM
324
Quantres Asset Management
Cayman Islands
$312K +$319K +4,100 New
CT
325
Chicago Trust
Illinois
$307K

PNW Hedge Fund Activity: Q3 2016 in Review

442 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q3 2016, worth a combined $6.98B — down 7.4% from $7.54B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PNW and 27 opened new positions — a net loss of 6 holders — while 163 trimmed existing stakes and 157 added.

The largest buyer was LNZ Capital, adding an estimated $37M. The largest seller was Capital World Investors, cutting an estimated $66.2M.

  • 442 institutional investors held Pinnacle West Capital (PNW) as of Q3 2016, down from 450 in Q2 2016.
  • Funds reported $6.98B of Pinnacle West Capital stock for Q3 2016, down 7.4% quarter-over-quarter.
  • 27 funds opened new Pinnacle West Capital positions in Q3 2016 and 33 closed out, a net change of -6 holders.
  • The largest Pinnacle West Capital buyer in Q3 2016 was LNZ Capital, an estimated $37M added.
  • The largest Pinnacle West Capital seller in Q3 2016 was Capital World Investors, an estimated $66.2M sold.

Based on aggregated 13F filings for Q3 2016.