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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
CAW
401
Cornerstone Advisors (Washington)
Washington
$29K +$19.1K +245 +180%
BC
402
Barnett & Company
Tennessee
$28K
KT
403
Kanaly Trust
Texas
$27K -$15.1K -194 -35%
FNBT
404
FineMark National Bank & Trust
Florida
$26K
ASN
405
Advisory Services Network
Georgia
$26K +$22.1K +284 +473%
PMFA
406
Plante Moran Financial Advisors
Michigan
$24K
FHA
407
First Horizon Advisors
Tennessee
$23K -$10K -129 -29%
SAMC
408
Shinko Asset Management Company
Japan
$22K -$210K -2,700 -90%
M
409
MOTCO
Texas
$19K
HWP
410
Hefty Wealth Partners
Indiana
$18K
FNBSF
411
First National Bank Sioux Falls
South Dakota
$17K
WP
412
WealthPLAN Partners
Nebraska
$16.9K
FWM
413
Focused Wealth Management
New York
$16K
CIM
414
Contravisory Investment Management
Massachusetts
$15K +$15.6K +200 New
VCM
415
Versant Capital Management
Arizona
$14K -$156 -2 -1%
National Pension Service
416
National Pension Service
South Korea
$14K +$9.58K +123 +208%
PCP
417
Proficio Capital Partners
Massachusetts
$13K
QCG
418
Quadrant Capital Group
Ohio
$13K
AssetMark Inc
419
AssetMark Inc
California
$9K -$1.11M -14,317 -99%
ECM
420
Exchange Capital Management
Michigan
$8K
NFG
421
Next Financial Group
Texas
$8K
CFA
422
CT Financial Advisors
Pennsylvania
$7.6K
VOYA Investment Management
423
VOYA Investment Management
Georgia
$7.29K -$4.5M -57,762 -38%
GAM
424
Gemmer Asset Management
California
$7K +$2.18K +28 +43%
CFG
425
Citizens Financial Group
Rhode Island
$6K

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.