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Pinnacle West Capital

534 hedge funds and large institutions have $9.45B invested in Pinnacle West Capital in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 192 increasing their positions, 175 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $8.32M | Put options by funds: $6.21M

10% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 175

4% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 50

0% more capital invested

Capital invested by funds: $9.43B → $9.45B (+$17.3M)

0% less funds holding

Funds holding: 535534 (-1)

2.6% less ownership

Funds ownership: 89.39%86.79% (-2.6%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
534
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
11.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
52
Increased
192
Reduced
175
Closed
50
Calls
$8.32M
Puts
$6.21M
Net Calls
+$2.1M
Net Calls Change
+$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
FCB
426
First Command Bank
Texas
$151K
FCFS
427
First Command Financial Services
Texas
$151K
MERSOM
428
Municipal Employees' Retirement System of Michigan
Michigan
$150K
LFG
429
LifePlan Financial Group
Ohio
$147K
FL
430
Fort LP
Maryland
$147K +$143K +1,518 New
ARMT
431
Amica Retiree Medical Trust
Rhode Island
$145K
SCM
432
Silvant Capital Management
Georgia
$127K -$27.1K -288 -18%
RCAG
433
Rehmann Capital Advisory Group
Michigan
$126K -$188 -2 -0.2%
Loomis, Sayles & Company
434
Loomis, Sayles & Company
Massachusetts
$122K +$45.9K +487 +63%
QCG
435
Quadrant Capital Group
Ohio
$114K -$4.99K -53 -4%
DAM
436
Delta Asset Management
Tennessee
$107K
Marshall Wace
437
Marshall Wace
United Kingdom
$106K +$102K +1,088 New
TA
438
Thor Advisors
New York
$103K +$99.8K +1,060 New
Rockefeller Capital Management
439
Rockefeller Capital Management
New York
$101K +$60.5K +642 +161%
CIA
440
ClearBridge Investments (Australia)
Australia
$98K -$1.98K -21 -2%
LS
441
Livforsakringsbolaget Skandia
Sweden
$98K
HSA
442
Hussman Strategic Advisors
Maryland
$97K
FIB
443
First Interstate Bank
Montana
$97K +$94.2K +1,000 New
FHA
444
Flagship Harbor Advisors
Massachusetts
$96K +$3.48K +37 +4%
CG
445
Cutler Group
California
$87K +$84.8K +900 New
BC
446
Bartlett & Co
Ohio
$83K +$47.1K +500 +143%
BCWM
447
Bartlett & Co Wealth Management
Ohio
$82.5K +$47.1K +500 +143%
AIC
448
Ameritas Investment Company
Nebraska
$77K +$74.8K +794 New
DZ Bank
449
DZ Bank
Germany
$72.8K +$70.6K +750 New
WEC
450
Winslow Evans & Crocker
Massachusetts
$68K

PNW Hedge Fund Activity: Q3 2019 in Review

534 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q3 2019, worth a combined $9.45B — up 0.18% from $9.43B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PNW positions and 50 closed out — a net gain of 2 holders — while 192 added to existing stakes and 175 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $136M. The largest seller was Capital World Investors, exiting entirely with an estimated $235M sold.

  • 534 institutional investors held Pinnacle West Capital (PNW) as of Q3 2019, down from 535 in Q2 2019.
  • Funds reported $9.45B of Pinnacle West Capital stock for Q3 2019, up 0.18% quarter-over-quarter.
  • 52 funds opened new Pinnacle West Capital positions in Q3 2019 and 50 closed out, a net change of +2 holders.
  • The largest Pinnacle West Capital buyer in Q3 2019 was AQR Capital Management, an estimated $136M added.
  • The largest Pinnacle West Capital seller in Q3 2019 was Capital World Investors, an estimated $235M sold.

Based on aggregated 13F filings for Q3 2019.