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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
TF
376
Tompkins Financial
New York
$99K
DAM
377
Delta Asset Management
Tennessee
$98K -$467 -6 -0.5%
HNB
378
Huntington National Bank
Ohio
$97K
WA
379
WealthTrust-Arizona
Arizona
$93K +$779 +10 +0.8%
TC
380
Trust Company
Kansas
$82K -$85.3K -1,095 -50%
Envestnet Asset Management
381
Envestnet Asset Management
Illinois
$79K -$612K -7,859 -88%
HSA
382
Hussman Strategic Advisors
Maryland
$76K
NCMG
383
NCM Capital Management Group
North Carolina
$70K
WEC
384
Winslow Evans & Crocker
Massachusetts
$66.5K
MFS
385
MSI Financial Services
Massachusetts
$65K -$9.73K -125 -13%
CTC
386
Central Trust Company
Missouri
$63K
S
387
SignatureFD
Georgia
$58K +$13.2K +170 +29%
JFA
388
JNBA Financial Advisors
Minnesota
$58K +$59.6K +766 New
WAM
389
Wealthspire Advisors (Maryland)
Maryland
$56K +$1.71K +22 +3%
AWMS
390
Advocacy Wealth Management Services
Georgia
$53K
TCIM
391
TIAA CREF Investment Management
New York
$49.3K -$4.73M -60,804 -9%
AA
392
Apriem Advisors
California
$46K
Carson Wealth (CWM LLC)
393
Carson Wealth (CWM LLC)
Nebraska
$46K +$46.7K +600 New
MCM
394
Manchester Capital Management
Vermont
$38K
WA
395
WFG Advisors
Texas
$37K +$311 +4 +0.8%
TFO
396
Tarbox Family Office
California
$34K
GI
397
Gradient Investments
Minnesota
$33K +$234 +3 +0.7%
GLI
398
Guardian Life Insurance
New York
$31K
AW
399
Alpha Windward
Massachusetts
$30K
MMG
400
Monetary Management Group
Missouri
$30K

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.