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Pinnacle West Capital
PNW

Overview Fund Activity

515 hedge funds and large institutions have $9.24B invested in Pinnacle West Capital in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 203 increasing their positions, 155 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
-6
Holders Change %
-1.15%
% of All Funds
11.16%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
59
Increased
203
Reduced
155
Closed
59
Calls
$11.6M
Puts
$14.5M
Net Calls
-$2.94M
Net Calls Change
-$6.18M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$77.9M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$73.4M
3
American Century Companies
American Century Companies
Missouri
+$62.6M
4
Wells Fargo
Wells Fargo
California
+$53.5M
5
PAM
Panagora Asset Management
Massachusetts
+$50.7M

Top Sellers

1
BlackRock
BlackRock
New York
-$131M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$60.8M
3
Renaissance Technologies
Renaissance Technologies
New York
-$44.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$41.5M
5
Cohen & Steers
Cohen & Steers
New York
-$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
426
Hilton Capital Management
New York
$58K – – –
SWM
427
SeaCrest Wealth Management
New York
$58K +$382 +4 +0.7%
SIS
428
Sound Income Strategies
Florida
$57K – – –
ONST
429
Old North State Trust
North Carolina
$54K +$15.8K +165 +41%
CAW
430
Cornerstone Advisors (Washington)
Washington
$49K – – –
MCM
431
Manchester Capital Management
Vermont
$48K – – –
SSB
432
Sandy Spring Bank
Maryland
$48K – – –
PCFFS
433
Pacific Center for Financial Services
California
$48K – – –
SBL
434
Sargent Bickham Lagudis
Colorado
$45K -$9K -95 -17%
AS
435
Altshuler Shaham
Israel
$44K +$14.8K +156 +51%
AIM
436
Advantage Investment Management
Iowa
$43K – – –
RTC
437
Riverview Trust Company
Washington
$40K – – –
GRP
438
Global Retirement Partners
California
$39K -$287 -3 -0.7%
BWM
439
BerganKDV Wealth Management
Minnesota
$38K -$21.7K -228 -36%
JFGIW
440
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K – – –
MMG
441
Monetary Management Group
Missouri
$38K – – –
CAM
442
Cresset Asset Management
Illinois
$38K +$22.9K +241 +152%
IA
443
IFP Advisors
Florida
$34K -$169K -1,773 -83%
BCWM
444
Bartlett & Co Wealth Management
Ohio
$33.5K – – –
MWC
445
MKD Wealth Coaches
Michigan
$33K – – –
BC
446
Bartlett & Co
Ohio
$33K – – –
GLI
447
Guardian Life Insurance
New York
$30K – – –
QAM
448
QCI Asset Management
New York
$29K – – –
ARMC
449
American Research & Management Company
Massachusetts
$29K – – –
WCG
450
Weaver Consulting Group
California
$29K +$29K +295 New
16 17
18
19 20