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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
TMAM
326
Tokio Marine Asset Management
Japan
$303K -$52.7K -677 -15%
CS
327
Candriam SCA
Luxembourg
$300K +$307K +3,946 New
DADC
328
D.A. Davidson & Co
Montana
$293K +$90.7K +1,165 +43%
PAG
329
Private Advisor Group
New Jersey
$288K +$17.1K +220 +6%
EGM
330
Engineers Gate Manager
New York
$281K -$226K -2,900 -44%
GH
331
GAM Holding
Switzerland
$281K
SF
332
Synovus Financial
Georgia
$275K -$16.5K -212 -5%
KRSITF
333
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$273K -$69.2K -889 -20%
MCM
334
MAI Capital Management
Ohio
$269K +$30.8K +396 +13%
CWA
335
Cypress Wealth Advisors
California
$266K
NPPM
336
North Point Portfolio Managers
Ohio
$262K
BTS
337
BB&T Securities
Virginia
$261K +$268K +3,440 New
TRCT
338
Tower Research Capital (TRC)
New York
$258K +$170K +2,180 +179%
Toronto Dominion Bank
339
Toronto Dominion Bank
Ontario, Canada
$247K +$205K +2,636 +432%
Federated Hermes
340
Federated Hermes
Pennsylvania
$240K -$33.6K -432 -12%
JIC
341
Johnson Investment Counsel
Ohio
$239K -$6.85K -88 -3%
UCFA
342
United Capital Financial Advisors
Texas
$231K +$236K +3,037 New
BF
343
BOK Financial
Oklahoma
$230K
AP
344
AHL Partners
United Kingdom
$228K -$5.16M -66,241 -96%
DDC
345
DF Dent & Co
Maryland
$228K -$77.9K -1,000 -25%
MBT
346
Monroe Bank & Trust
Michigan
$228K
V
347
Veritable
Delaware
$224K +$25K +321 +12%
CCM
348
Cadence Capital Management
Massachusetts
$222K +$227K +2,920 New
Nordea Investment Management
349
Nordea Investment Management
Sweden
$219K
KeyBank National Association
350
KeyBank National Association
Ohio
$219K +$7.55K +97 +3%

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.