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Pinnacle West Capital

534 hedge funds and large institutions have $9.45B invested in Pinnacle West Capital in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 192 increasing their positions, 175 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $8.32M | Put options by funds: $6.21M

10% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 175

4% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 50

0% more capital invested

Capital invested by funds: $9.43B → $9.45B (+$17.3M)

0% less funds holding

Funds holding: 535534 (-1)

2.6% less ownership

Funds ownership: 89.39%86.79% (-2.6%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
534
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
11.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
52
Increased
192
Reduced
175
Closed
50
Calls
$8.32M
Puts
$6.21M
Net Calls
+$2.1M
Net Calls Change
+$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
OSIA
326
O'Shares Investment Advisers
Massachusetts
$542K +$1.41K +15 +0.3%
AP
327
Advisor Partners
California
$529K +$6.78K +72 +1%
LSERS
328
Louisiana State Employees Retirement System
Louisiana
$524K -$18.8K -200 -4%
QI
329
Qtron Investments
Massachusetts
$509K -$91.7K -973 -16%
Verition Fund Management
330
Verition Fund Management
Connecticut
$502K -$572K -6,072 -54%
Thrivent Financial for Lutherans
331
Thrivent Financial for Lutherans
Minnesota
$490K
Daiwa Securities Group
332
Daiwa Securities Group
Japan
$489K +$90.3K +959 +24%
IRF
333
IBM Retirement Fund
New York
$486K -$3.11K -33 -0.7%
CAN
334
Cetera Advisor Networks
California
$482K +$43.1K +458 +10%
CC
335
Centiva Capital
New York
$479K +$464K +4,930 New
Mackenzie Financial
336
Mackenzie Financial
Ontario, Canada
$472K +$20.3K +216 +5%
AIL
337
AGF Investments LLC
Ontario, Canada
$467K +$148K +1,576 +49%
TNB
338
TCF National Bank
South Dakota
$466K +$452K +4,800 New
AG
339
AlphaSimPlex Group
Massachusetts
$453K -$122K -1,291 -22%
PI
340
PEAK6 Investments
Illinois
$449K +$439K +4,663 New
WJWM
341
Williams Jones Wealth Management
New York
$446K +$432K +4,590 New
WS
342
Wedbush Securities
California
$444K -$12.5K -133 -3%
BS
343
Bessemer Securities
New York
$442K
EGA
344
E&G Advisors
Texas
$437K
SF
345
Synovus Financial
Georgia
$437K +$94.2K +1,000 +29%
OI
346
Oakbrook Investments
Illinois
$433K -$56.5K -600 -12%
CIBC World Market
347
CIBC World Market
Ontario, Canada
$426K +$413K +4,385 New
NMIMC
348
Northwestern Mutual Investment Management Company
Wisconsin
$415K +$1.79K +19 +0.4%
SFS
349
Sowell Financial Services
Arkansas
$415K +$402K +4,271 New
PAG
350
Private Advisor Group
New Jersey
$410K +$409K +4,346 New

PNW Hedge Fund Activity: Q3 2019 in Review

534 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q3 2019, worth a combined $9.45B — up 0.18% from $9.43B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PNW positions and 50 closed out — a net gain of 2 holders — while 192 added to existing stakes and 175 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $136M. The largest seller was Capital World Investors, exiting entirely with an estimated $235M sold.

  • 534 institutional investors held Pinnacle West Capital (PNW) as of Q3 2019, down from 535 in Q2 2019.
  • Funds reported $9.45B of Pinnacle West Capital stock for Q3 2019, up 0.18% quarter-over-quarter.
  • 52 funds opened new Pinnacle West Capital positions in Q3 2019 and 50 closed out, a net change of +2 holders.
  • The largest Pinnacle West Capital buyer in Q3 2019 was AQR Capital Management, an estimated $136M added.
  • The largest Pinnacle West Capital seller in Q3 2019 was Capital World Investors, an estimated $235M sold.

Based on aggregated 13F filings for Q3 2019.