We are live on ! Find out more
PNW icon

Pinnacle West Capital

535 hedge funds and large institutions have $9.43B invested in Pinnacle West Capital in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 210 increasing their positions, 150 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 34

40% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 150

4% more funds holding

Funds holding: 516535 (+19)

3.07% more ownership

Funds ownership: 86.32%89.39% (+3.1%)

2% more capital invested

Capital invested by funds: $9.25B → $9.43B (+$182M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less call options, than puts

Call options by funds: $11.1M | Put options by funds: $11.7M

Holders
535
Holders Change
+19
Holders Change %
+3.68%
% of All Funds
11.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
60
Increased
210
Reduced
150
Closed
34
Calls
$11.1M
Puts
$11.7M
Net Calls
-$525K
Net Calls Change
+$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
426
First Command Financial Services
Texas
$146K
MERSOM
427
Municipal Employees' Retirement System of Michigan
Michigan
$146K +$3.81K +40 +3%
LFG
428
LifePlan Financial Group
Ohio
$142K
ARMT
429
Amica Retiree Medical Trust
Rhode Island
$141K
PRC
430
Pearl River Capital
Michigan
$125K -$29.1K -305 -19%
RCAG
431
Rehmann Capital Advisory Group
Michigan
$122K +$191 +2 +0.2%
EWM
432
Executive Wealth Management
Michigan
$120K +$27K +283 +28%
QCG
433
Quadrant Capital Group
Ohio
$114K
DAM
434
Delta Asset Management
Tennessee
$103K -$1.05K -11 -1%
CIA
435
ClearBridge Investments (Australia)
Australia
$97K -$5.24K -55 -5%
LS
436
Livforsakringsbolaget Skandia
Sweden
$95K
HSA
437
Hussman Strategic Advisors
Maryland
$94K
FHA
438
Flagship Harbor Advisors
Massachusetts
$90K +$20.2K +212 +28%
Loomis, Sayles & Company
439
Loomis, Sayles & Company
Massachusetts
$73K +$73.6K +772 New
ONST
440
Old North State Trust
North Carolina
$68K +$14.9K +156 +28%
WEC
441
Winslow Evans & Crocker
Massachusetts
$66K -$4.38K -46 -6%
HCM
442
Hilton Capital Management
New York
$57K
SIS
443
Sound Income Strategies
Florida
$56K
Fifth Third Bancorp
444
Fifth Third Bancorp
Ohio
$49K -$87.2K -915 -64%
MCM
445
Manchester Capital Management
Vermont
$48K
PCFFS
446
Pacific Center for Financial Services
California
$47K
SSB
447
Sandy Spring Bank
Maryland
$47K
CAW
448
Cornerstone Advisors (Washington)
Washington
$46K -$2.48K -26 -5%
HNB
449
Huntington National Bank
Ohio
$45K -$66.7K -700 -59%
SBL
450
Sargent Bickham Lagudis
Colorado
$45K

PNW Hedge Fund Activity: Q2 2019 in Review

535 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q2 2019, worth a combined $9.43B — up 2% from $9.25B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new PNW positions and 34 closed out — a net gain of 26 holders — while 210 added to existing stakes and 150 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $121M. The largest seller was Boston Partners, cutting an estimated $152M.

  • 535 institutional investors held Pinnacle West Capital (PNW) as of Q2 2019, up from 516 in Q1 2019.
  • Funds reported $9.43B of Pinnacle West Capital stock for Q2 2019, up 2% quarter-over-quarter.
  • 60 funds opened new Pinnacle West Capital positions in Q2 2019 and 34 closed out, a net change of +26 holders.
  • The largest Pinnacle West Capital buyer in Q2 2019 was Nuveen, an estimated $121M added.
  • The largest Pinnacle West Capital seller in Q2 2019 was Boston Partners, an estimated $152M sold.

Based on aggregated 13F filings for Q2 2019.