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Pinnacle West Capital

442 hedge funds and large institutions have $6.98B invested in Pinnacle West Capital in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 157 increasing their positions, 163 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $4.23M | Put options by funds: $2.71M

0.49% less ownership

Funds ownership: 83.81%83.32% (-0.49%)

4% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 163

2% less funds holding

Funds holding: 450442 (-8)

7% less capital invested

Capital invested by funds: $7.54B → $6.98B (-$561M)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
442
Holders Change
-8
Holders Change %
-1.78%
% of All Funds
11.79%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
27
Increased
157
Reduced
163
Closed
33
Calls
$4.23M
Puts
$2.71M
Net Calls
+$1.52M
Net Calls Change
-$4.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
451
Mackenzie Financial
Ontario, Canada
-$602K -7,425 Closed
Capstone Investment Advisors
452
Capstone Investment Advisors
New York
-$588K -7,258 Closed
TC
453
Toews Corporation
New Jersey
-$567K -7,000 Closed
MWVC
454
Morgens Waterfall Vintiadis & Co
New York
-$511K -6,300 Closed
Mirae Asset Global Investments
455
Mirae Asset Global Investments
South Korea
-$460K -5,676 Closed
VF
456
Virtu Financial
New York
-$457K -5,641 Closed
FRM
457
Fox Run Management
Connecticut
-$397K -4,900 Closed
Northwestern Mutual Wealth Management
458
Northwestern Mutual Wealth Management
Wisconsin
-$335K -4,135 Closed
KCM
459
Karp Capital Management
California
-$272K -3,351 Closed
HCM
460
Hollencrest Capital Management
California
-$256K -3,149 Closed
Tudor Investment Corp
461
Tudor Investment Corp
Connecticut
-$219K -2,700 Closed
CAN
462
Cetera Advisor Networks
California
-$217K -2,693 Closed
B
463
Barings
North Carolina
-$211K -2,606 Closed
SEC
464
Seven Eight Capital
New York
-$118K -1,457 Closed
CCA
465
Checchi Capital Advisers
California
-$63K -780 Closed
CG
466
Cutler Group
California
-$58.5K -751 Closed
PAIA
467
Park Avenue Institutional Advisers
New York
-$57K -699 Closed
JSAM
468
J. Safra Asset Management
New York
-$36K -439 Closed
AIM
469
Assured Investment Management
New York
-$22K -268 Closed
SCM
470
Southport Capital Management
Tennessee
-$12K -150 Closed
IR
471
Invictus RG
Bermuda
-$8K -97 Closed
RWA
472
Ropes Wealth Advisors
Massachusetts
-$6K -72 Closed
NCA
473
NCM Capital Advisers
North Carolina
-$4K -53 Closed
EWM
474
Evercore Wealth Management
New York
-$3K -37 Closed
GWS
475
Glassman Wealth Services
Virginia
+$389 +5 New

PNW Hedge Fund Activity: Q3 2016 in Review

442 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q3 2016, worth a combined $6.98B — down 7.4% from $7.54B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PNW and 27 opened new positions — a net loss of 6 holders — while 163 trimmed existing stakes and 157 added.

The largest buyer was LNZ Capital, adding an estimated $37M. The largest seller was Capital World Investors, cutting an estimated $66.2M.

  • 442 institutional investors held Pinnacle West Capital (PNW) as of Q3 2016, down from 450 in Q2 2016.
  • Funds reported $6.98B of Pinnacle West Capital stock for Q3 2016, down 7.4% quarter-over-quarter.
  • 27 funds opened new Pinnacle West Capital positions in Q3 2016 and 33 closed out, a net change of -6 holders.
  • The largest Pinnacle West Capital buyer in Q3 2016 was LNZ Capital, an estimated $37M added.
  • The largest Pinnacle West Capital seller in Q3 2016 was Capital World Investors, an estimated $66.2M sold.

Based on aggregated 13F filings for Q3 2016.