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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
CT
326
Chicago Trust
Illinois
$325K
MCM
327
MAI Capital Management
Ohio
$324K
CS
328
Candriam SCA
Luxembourg
$318K -$4.81M -61,542 -94%
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$303K +$247K +3,162 +527%
ASN
330
Advisory Services Network
Georgia
$302K -$5.24K -67 -2%
SWP
331
Stratos Wealth Partners
Ohio
$301K +$46.1K +590 +19%
Daiwa Securities Group
332
Daiwa Securities Group
Japan
$299K
MNBTD
333
Moody National Bank Trust Division
Texas
$298K
Mackenzie Financial
334
Mackenzie Financial
Ontario, Canada
$297K +$74.5K +952 +35%
ECM
335
Evergreen Capital Management
Washington
$295K -$2.89K -37 -1%
II
336
Inspire Investing
Idaho
$289K +$36.9K +472 +15%
CIA
337
Capital Investment Advisors
Georgia
$286K -$25.2K -322 -8%
CB
338
Community Bank
New York
$284K -$13.7K -175 -5%
NPPM
339
North Point Portfolio Managers
Ohio
$278K
MCP
340
Mirador Capital Partners
California
$273K +$626 +8 +0.2%
CI
341
Cigna Investments
Connecticut
$264K -$65K -831 -20%
BNP Paribas Asset Management
342
BNP Paribas Asset Management
France
$264K +$5.47K +70 +2%
FWIA
343
Fort Washington Investment Advisors
Ohio
$258K -$15.6K -200 -6%
UCFA
344
United Capital Financial Advisors
Texas
$257K +$14.5K +185 +6%
Stifel Financial
345
Stifel Financial
Missouri
$251K -$20.1K -257 -8%
Wolverine Trading
346
Wolverine Trading
Illinois
$250K
WG
347
Winton Group
United Kingdom
$249K -$492K -6,287 -67%
LNWWM
348
Laird Norton Wetherby Wealth Management
California
$246K -$11.3K -144 -5%
DDC
349
DF Dent & Co
Maryland
$242K
SNT
350
Security National Trust
West Virginia
$242K

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.