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Pinnacle West Capital

479 hedge funds and large institutions have $7.44B invested in Pinnacle West Capital in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 169 increasing their positions, 160 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $4.43M | Put options by funds: $1.32M

6% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 160

0.27% more ownership

Funds ownership: 83.11%83.38% (+0.27%)

0% less capital invested

Capital invested by funds: $7.47B → $7.44B (-$33.2M)

2% less funds holding

Funds holding: 490479 (-11)

13% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 56

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
479
Holders Change
-11
Holders Change %
-2.24%
% of All Funds
10.95%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
49
Increased
169
Reduced
160
Closed
56
Calls
$4.43M
Puts
$1.32M
Net Calls
+$3.1M
Net Calls Change
+$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
351
Advisor Group
Arizona
$215K +$47.8K +595 +28%
Wolverine Trading
352
Wolverine Trading
Illinois
$210K -$39K -486 -15%
Fuller & Thaler Asset Management
353
Fuller & Thaler Asset Management
California
$204K +$112K +1,400 +119%
V
354
Veritable
Delaware
$203K -$7.87K -98 -4%
SBH
355
Segall Bryant & Hamill
Illinois
$201K +$803 +10 +0.4%
SLAM
356
Swiss Life Asset Management
$201K +$204K +2,535 New
Qube Research & Technologies (QRT)
357
Qube Research & Technologies (QRT)
United Kingdom
$200K +$129K +1,610 +175%
MML Investors Services
358
MML Investors Services
Massachusetts
$200K +$203K +2,529 New
HCC
359
Hirtle Callaghan & Co
Pennsylvania
$198K -$201K -2,500 -50%
KF
360
Krilogy Financial
Missouri
$198K
WT
361
Whittier Trust
California
$198K +$56.2K +700 +39%
AIM
362
Achmea Investment Management
Netherlands
$193K -$991K -12,344 -83%
C
363
Cerebellum
California
$186K +$189K +2,355 New
S
364
SignatureFD
Georgia
$185K -$10.2K -127 -5%
IA
365
IFP Advisors
Florida
$169K
AIP
366
Ameritas Investment Partners
Nebraska
$168K
Northwestern Mutual Wealth Management
367
Northwestern Mutual Wealth Management
Wisconsin
$168K +$15.5K +193 +10%
SG Americas Securities
368
SG Americas Securities
New York
$166K -$15.8K -197 -9%
DZ Bank
369
DZ Bank
Germany
$163K
SF
370
Synovus Financial
Georgia
$158K
FDCDDQ
371
Federation des caisses Desjardins du Quebec
Quebec, Canada
$154K
FHB
372
First Hawaiian Bank
Hawaii
$152K +$154K +1,914 New
MNBTD
373
Moody National Bank Trust Division
Texas
$143K -$153K -1,900 -51%
TCOV
374
Trust Company of Vermont
Vermont
$131K
TNBTD
375
Trustmark National Bank Trust Department
Mississippi
$131K +$133K +1,660 New

PNW Hedge Fund Activity: Q3 2018 in Review

479 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q3 2018, worth a combined $7.44B — down 0.44% from $7.47B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of PNW and 49 opened new positions — a net loss of 7 holders — while 160 trimmed existing stakes and 169 added.

The largest buyer was Renaissance Technologies, adding an estimated $89.7M. The largest seller was Millennium Management, cutting an estimated $90.8M.

  • 479 institutional investors held Pinnacle West Capital (PNW) as of Q3 2018, down from 490 in Q2 2018.
  • Funds reported $7.44B of Pinnacle West Capital stock for Q3 2018, down 0.44% quarter-over-quarter.
  • 49 funds opened new Pinnacle West Capital positions in Q3 2018 and 56 closed out, a net change of -7 holders.
  • The largest Pinnacle West Capital buyer in Q3 2018 was Renaissance Technologies, an estimated $89.7M added.
  • The largest Pinnacle West Capital seller in Q3 2018 was Millennium Management, an estimated $90.8M sold.

Based on aggregated 13F filings for Q3 2018.