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Pinnacle West Capital

490 hedge funds and large institutions have $7.47B invested in Pinnacle West Capital in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 160 increasing their positions, 186 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

16% more call options, than puts

Call options by funds: $3.98M | Put options by funds: $3.45M

1% more capital invested

Capital invested by funds: $7.43B → $7.47B (+$41.4M)

0.3% less ownership

Funds ownership: 83.41%83.11% (-0.3%)

1% less funds holding

Funds holding: 494490 (-4)

2% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 45

14% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 186

Holders
490
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
11.22%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
44
Increased
160
Reduced
186
Closed
45
Calls
$3.98M
Puts
$3.45M
Net Calls
+$537K
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Change in
Stake
LS
376
Livforsakringsbolaget Skandia
Sweden
$138K
TCOV
377
Trust Company of Vermont
Vermont
$133K +$4.22K +54 +3%
PA
378
Parallel Advisors
California
$130K -$28.6K -366 -18%
SCM
379
Silvant Capital Management
Georgia
$129K
CDIA
380
Capital Directions Investment Advisors
Georgia
$129K +$125K +1,600 New
FCB
381
First Command Bank
Texas
$125K
FCFS
382
First Command Financial Services
Texas
$125K
LFG
383
LifePlan Financial Group
Ohio
$122K
ARMT
384
Amica Retiree Medical Trust
Rhode Island
$121K
SMG
385
Spectrum Management Group
Indiana
$116K
B
386
Bridgeworth
Alabama
$113K -$110K -1,403 -50%
PIA
387
Piedmont Investment Advisors
North Carolina
$106K +$103K +1,311 New
TF
388
Tompkins Financial
New York
$105K
WA
389
WealthTrust-Arizona
Arizona
$104K +$860 +11 +0.9%
RCAG
390
Rehmann Capital Advisory Group
Michigan
$103K -$121K -1,551 -55%
CIBC Private Wealth Group
391
CIBC Private Wealth Group
Georgia
$97K +$9.46K +121 +11%
IFAM
392
Institutional & Family Asset Management
Colorado
$97K +$93.9K +1,200 New
Fuller & Thaler Asset Management
393
Fuller & Thaler Asset Management
California
$95K +$35.2K +450 +62%
HCM
394
Hilton Capital Management
New York
$95K +$92.5K +1,183 New
RIM
395
Rampart Investment Management
Connecticut
$92K -$3.91K -50 -4%
DAM
396
Delta Asset Management
Tennessee
$89K
TC
397
Trust Company
Kansas
$87K
QT
398
Quantbot Technologies
New York
$85K -$421K -5,377 -84%
HSA
399
Hussman Strategic Advisors
Maryland
$81K
WAM
400
Wealthspire Advisors (Maryland)
Maryland
$79K -$2.11K -27 -3%

PNW Hedge Fund Activity: Q2 2018 in Review

490 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q2 2018, worth a combined $7.47B — up 0.56% from $7.43B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of PNW and 44 opened new positions — a net loss of 1 holder — while 186 trimmed existing stakes and 160 added.

The largest buyer was BlackRock, adding an estimated $128M. The largest seller was Wedge Capital Management, exiting entirely with an estimated $137M sold.

  • 490 institutional investors held Pinnacle West Capital (PNW) as of Q2 2018, down from 494 in Q1 2018.
  • Funds reported $7.47B of Pinnacle West Capital stock for Q2 2018, up 0.56% quarter-over-quarter.
  • 44 funds opened new Pinnacle West Capital positions in Q2 2018 and 45 closed out, a net change of -1 holder.
  • The largest Pinnacle West Capital buyer in Q2 2018 was BlackRock, an estimated $128M added.
  • The largest Pinnacle West Capital seller in Q2 2018 was Wedge Capital Management, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2018.