We are live on ! Find out more
PNW icon

Pinnacle West Capital

535 hedge funds and large institutions have $9.43B invested in Pinnacle West Capital in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 210 increasing their positions, 150 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 34

40% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 150

4% more funds holding

Funds holding: 516535 (+19)

3.07% more ownership

Funds ownership: 86.32%89.39% (+3.1%)

2% more capital invested

Capital invested by funds: $9.25B → $9.43B (+$182M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less call options, than puts

Call options by funds: $11.1M | Put options by funds: $11.7M

Holders
535
Holders Change
+19
Holders Change %
+3.68%
% of All Funds
11.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
60
Increased
210
Reduced
150
Closed
34
Calls
$11.1M
Puts
$11.7M
Net Calls
-$525K
Net Calls Change
+$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
6M
326
6 Meridian
Kansas
$534K +$10.2K +107 +2%
OPCM
327
Osborne Partners Capital Management
California
$533K
CB
328
Chemical Bank
Michigan
$529K
LPL Financial
329
LPL Financial
California
$526K -$49.1K -515 -8%
LSERS
330
Louisiana State Employees Retirement System
Louisiana
$524K -$28.6K -300 -5%
OSIA
331
O'Shares Investment Advisers
Massachusetts
$524K +$30.8K +323 +6%
MPM
332
Meritage Portfolio Management
Kansas
$524K +$531K +5,572 New
TAM
333
Tiverton Asset Management
Delaware
$514K +$91.3K +958 +21%
AP
334
Advisor Partners
California
$506K +$6.1K +64 +1%
FHB
335
First Hawaiian Bank
Hawaii
$494K +$25.1K +263 +5%
KRS
336
Kentucky Retirement Systems
Kentucky
$492K +$31.1K +326 +7%
OI
337
Oakbrook Investments
Illinois
$476K +$4.76K +50 +1%
Thrivent Financial for Lutherans
338
Thrivent Financial for Lutherans
Minnesota
$475K +$4.29K +45 +0.9%
IRF
339
IBM Retirement Fund
New York
$474K +$2.95K +31 +0.6%
LWAC
340
Laurel Wealth Advisors (California)
California
$473K +$286 +3 +0.1%
ERSOT
341
Employees Retirement System of Texas
Texas
$470K
ER
342
Enlightenment Research
Florida
$454K +$457K +4,799 New
WS
343
Wedbush Securities
California
$443K -$1.91K -20 -0.4%
MME
344
Meag Munich Ergo
Germany
$442K
WJA
345
Williams Jones & Associates
New York
$441K -$5.72K -60 -1%
Mackenzie Financial
346
Mackenzie Financial
Ontario, Canada
$437K +$62.6K +657 +16%
BS
347
Bessemer Securities
New York
$428K
CAN
348
Cetera Advisor Networks
California
$424K +$39.6K +415 +10%
EGA
349
E&G Advisors
Texas
$423K
NMIMC
350
Northwestern Mutual Investment Management Company
Wisconsin
$401K -$1.22M -12,784 -75%

PNW Hedge Fund Activity: Q2 2019 in Review

535 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q2 2019, worth a combined $9.43B — up 2% from $9.25B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new PNW positions and 34 closed out — a net gain of 26 holders — while 210 added to existing stakes and 150 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $121M. The largest seller was Boston Partners, cutting an estimated $152M.

  • 535 institutional investors held Pinnacle West Capital (PNW) as of Q2 2019, up from 516 in Q1 2019.
  • Funds reported $9.43B of Pinnacle West Capital stock for Q2 2019, up 2% quarter-over-quarter.
  • 60 funds opened new Pinnacle West Capital positions in Q2 2019 and 34 closed out, a net change of +26 holders.
  • The largest Pinnacle West Capital buyer in Q2 2019 was Nuveen, an estimated $121M added.
  • The largest Pinnacle West Capital seller in Q2 2019 was Boston Partners, an estimated $152M sold.

Based on aggregated 13F filings for Q2 2019.