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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
RMA
351
Roffman Miller Associates
Pennsylvania
$216K
CB
352
Commerce Bank
Missouri
$214K
MSV
353
MN Services Vermogensbeheer
Netherlands
$214K
MCP
354
Mirador Capital Partners
California
$214K +$545 +7 +0.2%
BA
355
Boston Advisors
Massachusetts
$213K -$22.5K -289 -9%
MCM
356
Monarch Capital Management
Indiana
$213K
EOJOAM
357
E. Ohman J:or Asset Management
Sweden
$213K
CC
358
ClearArc Capital
Ohio
$207K +$1.25K +16 +0.6%
OMCS
359
Old Mutual Customised Solutions
South Africa
$205K -$179K -2,300 -46%
HEIP
360
Hudson Edge Investment Partners
New Jersey
$204K -$24.1K -310 -10%
AIP
361
Ameritas Investment Partners
Nebraska
$202K +$207K +2,657 New
OSAM
362
O'Shaughnessy Asset Management
Connecticut
$194K
RFA
363
Reilly Financial Advisors
California
$187K -$62.3K -800 -25%
GXMC
364
Global X Management Company
New York
$182K +$92.7K +1,190 +99%
IWMPD
365
Integrated Wealth Management (Palm Desert)
California
$179K
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$177K -$2.1K -27 -1%
TCOV
367
Trust Company of Vermont
Vermont
$160K -$38.9K -500 -19%
IA
368
IFP Advisors
Florida
$160K +$779 +10 +0.5%
Pacer Advisors
369
Pacer Advisors
Pennsylvania
$155K -$934 -12 -0.6%
SC
370
SRB Corp
Massachusetts
$153K
CSS
371
Cubist Systematic Strategies
Connecticut
$146K +$33.3K +428 +29%
WT
372
Whittier Trust
California
$137K -$175K -2,250 -56%
VFA
373
Virtus Fund Advisers
Connecticut
$121K
MAM
374
Mizuho Asset Management
Japan
$111K +$9.97K +128 +10%
SSB
375
Sandy Spring Bank
Maryland
$99K

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.