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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
CCM
301
Cadence Capital Management
Massachusetts
$422K -$73.3K -937 -15%
Pacer Advisors
302
Pacer Advisors
Pennsylvania
$415K +$67.9K +868 +20%
LWAC
303
Laurel Wealth Advisors (California)
California
$413K -$27.4K -350 -6%
GWM
304
Geneos Wealth Management
Colorado
$412K -$9.23K -118 -2%
WJA
305
Williams Jones & Associates
New York
$403K -$39.1K -500 -9%
HCC
306
Hirtle Callaghan & Co
Pennsylvania
$403K
JG
307
Jefferies Group
New York
$385K +$84.5K +1,081 +29%
KRS
308
Kentucky Retirement Systems
Kentucky
$383K -$84.7K -1,083 -19%
Thrivent Financial for Lutherans
309
Thrivent Financial for Lutherans
Minnesota
$379K +$2.97K +38 +0.8%
MPPLM
310
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$379K +$13.5K +172 +4%
OI
311
Oakbrook Investments
Illinois
$373K +$1.56K +20 +0.4%
LMGAM
312
Liberty Mutual Group Asset Management
Massachusetts
$364K +$1.96K +25 +0.6%
CB
313
Commerce Bank
Missouri
$364K +$15.6K +200 +5%
Nordea Investment Management
314
Nordea Investment Management
Sweden
$361K
BA
315
Bridgewater Associates
Connecticut
$360K -$209K -2,673 -37%
NIT
316
NumerixS Investment Technologies
British Columbia, Canada
$355K +$344K +4,400 New
AP
317
Advisor Partners
California
$351K +$21.8K +279 +7%
ECM
318
Estabrook Capital Management
New York
$350K
PP
319
Paloma Partners
Connecticut
$349K -$18.9M -241,754 -98%
ANRIA
320
American National Registered Investment Advisor
Texas
$346K
BTS
321
BB&T Securities
Virginia
$345K +$54.3K +694 +19%
RC
322
RegentAtlantic Capital
New Jersey
$343K -$41.1K -525 -11%
JIC
323
Johnson Investment Counsel
Ohio
$340K +$331K +4,228 New
BIAS
324
Beacon Investment Advisory Services
New Jersey
$335K +$18.5K +236 +6%
Neuberger Berman Group
325
Neuberger Berman Group
New York
$326K -$401K -5,129 -59%

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.