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Pinnacle West Capital

535 hedge funds and large institutions have $9.43B invested in Pinnacle West Capital in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 210 increasing their positions, 150 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 34

40% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 150

4% more funds holding

Funds holding: 516535 (+19)

3.07% more ownership

Funds ownership: 86.32%89.39% (+3.1%)

2% more capital invested

Capital invested by funds: $9.25B → $9.43B (+$182M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less call options, than puts

Call options by funds: $11.1M | Put options by funds: $11.7M

Holders
535
Holders Change
+19
Holders Change %
+3.68%
% of All Funds
11.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
60
Increased
210
Reduced
150
Closed
34
Calls
$11.1M
Puts
$11.7M
Net Calls
-$525K
Net Calls Change
+$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
376
Lincoln National Corp
Pennsylvania
$303K +$307K +3,223 New
LNWWM
377
Laird Norton Wetherby Wealth Management
California
$301K +$5.62K +59 +2%
DWA
378
Dorsey Wright & Associates
California
$289K +$293K +3,075 New
ACA
379
Atlas Capital Advisors
Wyoming
$288K
HI
380
Horizon Investments
North Carolina
$286K -$1.09M -11,394 -79%
BAMF
381
BI Asset Management Fondsmaeglerselskab
Denmark
$283K +$287K +3,007 New
William Blair & Company
382
William Blair & Company
Illinois
$282K -$572 -6 -0.2%
DDC
383
DF Dent & Co
Maryland
$282K
SNT
384
Security National Trust
West Virginia
$282K
SWP
385
Stratos Wealth Partners
Ohio
$279K -$21.3K -223 -7%
MCM
386
MAI Capital Management
Ohio
$275K -$28K -294 -9%
B
387
Barings
North Carolina
$273K +$277K +2,906 New
BFM
388
Boothbay Fund Management
New York
$272K +$275K +2,888 New
V
389
Veritable
Delaware
$270K +$572 +6 +0.2%
B
390
Bridgeworth
Alabama
$264K
CIA
391
Capital Investment Advisors
Georgia
$259K +$286 +3 +0.1%
RC
392
RegentAtlantic Capital
New Jersey
$258K -$18K -189 -6%
S
393
SignatureFD
Georgia
$253K +$13.2K +138 +5%
National Pension Service
394
National Pension Service
South Korea
$253K +$256K +2,687 New
OLA
395
Oliver Luxxe Assets
New Jersey
$252K +$6.86K +72 +3%
Susquehanna International Group
396
Susquehanna International Group
Pennsylvania
$248K +$251K +2,631 New
TNBTD
397
Trustmark National Bank Trust Department
Mississippi
$246K +$71K +745 +40%
Fuller & Thaler Asset Management
398
Fuller & Thaler Asset Management
California
$242K
Northwestern Mutual Wealth Management
399
Northwestern Mutual Wealth Management
Wisconsin
$239K +$762 +8 +0.3%
SW
400
SVB Wealth
Massachusetts
$236K

PNW Hedge Fund Activity: Q2 2019 in Review

535 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q2 2019, worth a combined $9.43B — up 2% from $9.25B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new PNW positions and 34 closed out — a net gain of 26 holders — while 210 added to existing stakes and 150 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $121M. The largest seller was Boston Partners, cutting an estimated $152M.

  • 535 institutional investors held Pinnacle West Capital (PNW) as of Q2 2019, up from 516 in Q1 2019.
  • Funds reported $9.43B of Pinnacle West Capital stock for Q2 2019, up 2% quarter-over-quarter.
  • 60 funds opened new Pinnacle West Capital positions in Q2 2019 and 34 closed out, a net change of +26 holders.
  • The largest Pinnacle West Capital buyer in Q2 2019 was Nuveen, an estimated $121M added.
  • The largest Pinnacle West Capital seller in Q2 2019 was Boston Partners, an estimated $152M sold.

Based on aggregated 13F filings for Q2 2019.