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Pinnacle West Capital
PNW

521 hedge funds and large institutions have $8.14B invested in Pinnacle West Capital in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 183 increasing their positions, 154 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

110% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 40

85% more call options, than puts

Call options by funds: $7.06M | Put options by funds: $3.82M

19% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 154

9% more capital invested

Capital invested by funds: $7.44B → $8.14B (+$698M)

9% more funds holding

Funds holding: 479 → 521 (+42)

2.19% more ownership

Funds ownership: 83.38% → 85.58% (+2.2%)

Holders
521
Holders Change
+42
Holders Change %
+8.77%
% of All Funds
11.61%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.11%
New
84
Increased
183
Reduced
154
Closed
40
Calls
$7.06M
Puts
$3.82M
Net Calls
+$3.25M
Net Calls Change
+$143K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$80M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$72.6M
3
Bessemer Group
Bessemer Group
New Jersey
+$59.4M
4
Renaissance Technologies
Renaissance Technologies
New York
+$58.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$34.2M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$43.9M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$40.9M
3
Millennium Management
Millennium Management
New York
-$40.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$31M
5
Two Sigma Investments
Two Sigma Investments
New York
-$28.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
426
BerganKDV Wealth Management
Minnesota
$54K +$172 +2 +0.3%
HCM
427
Hilton Capital Management
New York
$52K – – –
SWM
428
SeaCrest Wealth Management
New York
$51K +$431 +5 +0.8%
SIS
429
Sound Income Strategies
Florida
$51K +$25.8K +300 +100%
SBL
430
Sargent Bickham Lagudis
Colorado
$49K – – –
TAM
431
Tiverton Asset Management
Delaware
$48K – – –
APA
432
American Portfolios Advisors
New York
$47.5K +$48K +557 New
SSB
433
Sandy Spring Bank
Maryland
$43K -$17.2K -200 -29%
PCFFS
434
Pacific Center for Financial Services
California
$43K – – –
CAW
435
Cornerstone Advisors (Washington)
Washington
$43K +$3.7K +43 +9%
Simplex Trading
436
Simplex Trading
Illinois
$42K +$43.1K +500 New
MCM
437
Manchester Capital Management
Vermont
$41K – – –
HNB
438
Huntington National Bank
Ohio
$40K – – –
AIM
439
Advantage Investment Management
Iowa
$38K – – –
RTC
440
Riverview Trust Company
Washington
$36K +$36.3K +421 New
GRP
441
Global Retirement Partners
California
$35K +$14.9K +173 +73%
JFGIW
442
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K – – –
MMG
443
Monetary Management Group
Missouri
$34K – – –
Rockefeller Capital Management
444
Rockefeller Capital Management
New York
$34K – – –
ONST
445
Old North State Trust
North Carolina
$34K +$26.2K +304 +317%
Fifth Third Bancorp
446
Fifth Third Bancorp
Ohio
$31K +$4.57K +53 +17%
BC
447
Bartlett & Co
Ohio
$30K +$30.1K +350 New
MWC
448
MKD Wealth Coaches
Michigan
$30K +$30.1K +350 New
BCWM
449
Bartlett & Co Wealth Management
Ohio
$29.8K +$30.1K +350 New
GLI
450
Guardian Life Insurance
New York
$27K – – –
16 17
18
19 20

PNW Hedge Fund Activity: Q4 2018 in Review

521 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q4 2018, worth a combined $8.14B — up 9.4% from $7.44B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new PNW positions and 40 closed out — a net gain of 44 holders — while 183 added to existing stakes and 154 trimmed.

The largest buyer was BlackRock, adding an estimated $80M. The largest seller was Citadel Advisors, cutting an estimated $43.9M.

  • 521 institutional investors held Pinnacle West Capital (PNW) as of Q4 2018, up from 479 in Q3 2018.
  • Funds reported $8.14B of Pinnacle West Capital stock for Q4 2018, up 9.4% quarter-over-quarter.
  • 84 funds opened new Pinnacle West Capital positions in Q4 2018 and 40 closed out, a net change of +44 holders.
  • The largest Pinnacle West Capital buyer in Q4 2018 was BlackRock, an estimated $80M added.
  • The largest Pinnacle West Capital seller in Q4 2018 was Citadel Advisors, an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2018.