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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
EGM
351
Engineers Gate Manager
New York
$409K +$397K +4,212 New
GWM
352
Geneos Wealth Management
Colorado
$403K +$4.24K +45 +1%
JIC
353
Johnson Investment Counsel
Ohio
$398K
JIP
354
Jaffetilchin Investment Partners
Florida
$396K -$221K -2,349 -37%
CT
355
Chicago Trust
Illinois
$391K
EAMA
356
EFG Asset Management (Americas)
Florida
$384K +$161K +1,705 +76%
NIT
357
NumerixS Investment Technologies
British Columbia, Canada
$375K -$16.1K -171 -4%
ASN
358
Advisory Services Network
Georgia
$357K
MCP
359
Mirador Capital Partners
California
$357K +$19.6K +208 +6%
WorldQuant Millennium Advisors
360
WorldQuant Millennium Advisors
New York
$356K -$1.05M -11,190 -75%
MSAM
361
Moloney Securities Asset Management
Missouri
$356K +$345K +3,667 New
ECM
362
Evergreen Capital Management
Washington
$349K
ECM
363
Estabrook Capital Management
New York
$345K
RC
364
RegentAtlantic Capital
New Jersey
$345K +$76.3K +810 +29%
BTS
365
BB&T Securities
Virginia
$340K -$242K -2,573 -40%
NPPM
366
North Point Portfolio Managers
Ohio
$335K
KeyBank National Association
367
KeyBank National Association
Ohio
$329K -$22.5K -239 -7%
DCM
368
Dupont Capital Management
Delaware
$325K -$3.84M -40,811 -92%
MAM
369
Meeder Asset Management
Ohio
$319K -$15.1K -160 -5%
CB
370
Community Bank
New York
$318K
FT
371
Fiduciary Trust
Massachusetts
$317K -$25.1K -266 -8%
CI
372
Cigna Investments
Connecticut
$311K -$1.18M -12,557 -79%
AG
373
Advisor Group
Arizona
$310K -$38.2K -406 -11%
LNWWM
374
Laird Norton Wetherby Wealth Management
California
$304K -$7.16K -76 -2%
TNBTD
375
Trustmark National Bank Trust Department
Mississippi
$304K +$48.5K +515 +20%

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.