We are live on ! Find out more
PNW icon

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
Simplex Trading
426
Simplex Trading
Illinois
$33K +$32.7K +418 New
MMG
427
Monetary Management Group
Missouri
$32K
Rockefeller Capital Management
428
Rockefeller Capital Management
New York
$32K
BAM
429
Bruderman Asset Management
New York
$26K +$235 +3 +1%
GLI
430
Guardian Life Insurance
New York
$25K +$3.99K +51 +20%
QAM
431
QCI Asset Management
New York
$24K
SIS
432
Sound Income Strategies
Florida
$24K
SLF
433
Sun Life Financial
Ontario, Canada
$24K +$20.5K +262 +639%
PCP
434
Proficio Capital Partners
Massachusetts
$22K -$156 -2 -0.7%
KA
435
Kaizen Advisory
Illinois
$22K +$13.6K +174 +171%
CIA
436
CSat Investment Advisory
Michigan
$22K +$21.8K +279 New
YWP
437
YorkBridge Wealth Partners
New York
$21K
PMFA
438
Plante Moran Financial Advisors
Michigan
$20K -$4.85K -62 -20%
PFA
439
Pathway Financial Advisors
Vermont
$20K
CI
440
CX Institutional
Indiana
$20K +$19.6K +250 New
APA
441
American Portfolios Advisors
New York
$19.6K +$939 +12 +5%
GRP
442
Global Retirement Partners
California
$19K -$156 -2 -0.8%
FHA
443
Flagship Harbor Advisors
Massachusetts
$19K +$18.6K +238 New
EIP
444
Epoch Investment Partners
New York
$18.5K -$1.48M -18,901 -8%
FWM
445
Focused Wealth Management
New York
$17K
GCM
446
Gables Capital Management
Florida
$17K +$16.4K +210 New
RFA
447
Reilly Financial Advisors
California
$16K -$55.1K -705 -78%
AP
448
Arlington Partners
Alabama
$16K
OIA
449
Optimum Investment Advisors
Illinois
$16K
CAPTRUST Financial Advisors
450
CAPTRUST Financial Advisors
North Carolina
$16K +$15.6K +200 New

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.