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Pinnacle West Capital
PNW

516 hedge funds and large institutions have $9.25B invested in Pinnacle West Capital in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 203 increasing their positions, 155 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 155

14% more capital invested

Capital invested by funds: $8.14B → $9.25B (+$1.11B)

2% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 59

0.74% more ownership

Funds ownership: 85.58% → 86.32% (+0.74%)

1% less funds holding

Funds holding: 521 → 516 (-5)

20% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $14.5M

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
516
Holders Change
-5
Holders Change %
-0.96%
% of All Funds
11.17%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
60
Increased
203
Reduced
155
Closed
59
Calls
$11.6M
Puts
$14.5M
Net Calls
-$2.94M
Net Calls Change
-$6.18M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$73.6M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$69.4M
3
American Century Companies
American Century Companies
Missouri
+$59.1M
4
Wells Fargo
Wells Fargo
California
+$50.5M
5
PAM
Panagora Asset Management
Massachusetts
+$47.9M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$124M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$57.4M
3
Renaissance Technologies
Renaissance Technologies
New York
-$42.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$39.2M
5
Cohen & Steers
Cohen & Steers
New York
-$32.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
426
Rockefeller Capital Management
New York
$69K +$29.2K +324 +81%
HCM
427
Hilton Capital Management
New York
$58K – – –
SWM
428
SeaCrest Wealth Management
New York
$58K +$361 +4 +0.7%
SIS
429
Sound Income Strategies
Florida
$57K – – –
ONST
430
Old North State Trust
North Carolina
$54K +$14.9K +165 +41%
CAW
431
Cornerstone Advisors (Washington)
Washington
$49K – – –
MCM
432
Manchester Capital Management
Vermont
$48K – – –
PCFFS
433
Pacific Center for Financial Services
California
$48K – – –
SSB
434
Sandy Spring Bank
Maryland
$48K – – –
SBL
435
Sargent Bickham Lagudis
Colorado
$45K -$8.57K -95 -17%
AS
436
Altshuler Shaham
Israel
$44K +$14.1K +156 +51%
AIM
437
Advantage Investment Management
Iowa
$43K – – –
RTC
438
Riverview Trust Company
Washington
$40K – – –
GRP
439
Global Retirement Partners
California
$39K -$271 -3 -0.7%
BWM
440
BerganKDV Wealth Management
Minnesota
$38K -$20.6K -228 -36%
JFGIW
441
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K – – –
MMG
442
Monetary Management Group
Missouri
$38K – – –
CAM
443
Cresset Asset Management
Illinois
$38K +$21.7K +241 +152%
IA
444
IFP Advisors
Florida
$34K -$160K -1,773 -83%
BCWM
445
Bartlett & Co Wealth Management
Ohio
$33.5K – – –
BC
446
Bartlett & Co
Ohio
$33K – – –
MWC
447
MKD Wealth Coaches
Michigan
$33K – – –
GLI
448
Guardian Life Insurance
New York
$30K – – –
ARMC
449
American Research & Management Company
Massachusetts
$29K – – –
QAM
450
QCI Asset Management
New York
$29K – – –
16 17
18
19 20

PNW Hedge Fund Activity: Q1 2019 in Review

516 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q1 2019, worth a combined $9.25B — up 14% from $8.14B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new PNW positions and 59 closed out — a net gain of 1 holder — while 203 added to existing stakes and 155 trimmed.

The largest buyer was Vanguard Group, adding an estimated $73.6M. The largest seller was BlackRock, cutting an estimated $124M.

  • 516 institutional investors held Pinnacle West Capital (PNW) as of Q1 2019, down from 521 in Q4 2018.
  • Funds reported $9.25B of Pinnacle West Capital stock for Q1 2019, up 14% quarter-over-quarter.
  • 60 funds opened new Pinnacle West Capital positions in Q1 2019 and 59 closed out, a net change of +1 holder.
  • The largest Pinnacle West Capital buyer in Q1 2019 was Vanguard Group, an estimated $73.6M added.
  • The largest Pinnacle West Capital seller in Q1 2019 was BlackRock, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2019.