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Pinnacle West Capital

506 hedge funds and large institutions have $7B invested in Pinnacle West Capital in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 172 increasing their positions, 178 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $7.45M | Put options by funds: $5.78M

22% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 55

2% more funds holding

Funds holding: 497506 (+9)

0% less capital invested

Capital invested by funds: $7.01B → $7B (-$10.8M)

3% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 178

1.12% less ownership

Funds ownership: 84.61%83.49% (-1.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
506
Holders Change
+9
Holders Change %
+1.81%
% of All Funds
10.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
67
Increased
172
Reduced
178
Closed
55
Calls
$7.45M
Puts
$5.78M
Net Calls
+$1.67M
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
426
CVA Family Office
Colorado
$44K +$45.2K +590 New
CSPIA
427
Cary Street Partners Investment Advisory
Virginia
$43K +$44K +575 New
LWCFA
428
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K
CTC
429
Central Trust Company
Missouri
$41K
BAMG
430
Brand Asset Management Group
Missouri
$41K +$15.3K +200 +57%
CAW
431
Cornerstone Advisors (Washington)
Washington
$39K -$689 -9 -2%
Simplex Trading
432
Simplex Trading
Illinois
$39K +$40.7K +531 New
PCFFS
433
Pacific Center for Financial Services
California
$37K
SBL
434
Sargent Bickham Lagudis
Colorado
$35K -$104K -1,358 -74%
MCM
435
Manchester Capital Management
Vermont
$35K -$2.99K -39 -8%
HNB
436
Huntington National Bank
Ohio
$35K
TPCW
437
TD Private Client Wealth
New York
$32.9K -$536 -7 -2%
RTC
438
Riverview Trust Company
Washington
$31K
ST
439
Smithfield Trust
Pennsylvania
$30K -$3.52K -46 -10%
JFGIW
440
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30K
MMG
441
Monetary Management Group
Missouri
$30K
HPC
442
HM Payson & Co
Maine
$29K
SPIA
443
Steward Partners Investment Advisory
New York
$27K +$6.89K +90 +33%
PGAM
444
Princeton Global Asset Management
New Jersey
$26K +$11.5K +150 +75%
OSNBOA
445
Old Second National Bank of Aurora
Illinois
$22K
SSB
446
Sandy Spring Bank
Maryland
$22K
PFBT
447
Parkside Financial Bank & Trust
Missouri
$22K +$2.45K +32 +12%
BCA
448
Berman Capital Advisors
Georgia
$20K +$12.6K +164 +145%
ONST
449
Old North State Trust
North Carolina
$20K +$20.9K +273 New
FHA
450
Flagship Harbor Advisors
Massachusetts
$19K -$43.5K -568 -69%

PNW Hedge Fund Activity: Q3 2020 in Review

506 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q3 2020, worth a combined $7B — down 0.15% from $7.01B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new PNW positions and 55 closed out — a net gain of 12 holders — while 172 added to existing stakes and 178 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $82.9M. The largest seller was Zimmer Partners, cutting an estimated $166M.

  • 506 institutional investors held Pinnacle West Capital (PNW) as of Q3 2020, up from 497 in Q2 2020.
  • Funds reported $7B of Pinnacle West Capital stock for Q3 2020, down 0.15% quarter-over-quarter.
  • 67 funds opened new Pinnacle West Capital positions in Q3 2020 and 55 closed out, a net change of +12 holders.
  • The largest Pinnacle West Capital buyer in Q3 2020 was Wellington Management Group, an estimated $82.9M added.
  • The largest Pinnacle West Capital seller in Q3 2020 was Zimmer Partners, an estimated $166M sold.

Based on aggregated 13F filings for Q3 2020.