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Pinnacle West Capital

490 hedge funds and large institutions have $7.47B invested in Pinnacle West Capital in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 160 increasing their positions, 186 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

16% more call options, than puts

Call options by funds: $3.98M | Put options by funds: $3.45M

1% more capital invested

Capital invested by funds: $7.43B → $7.47B (+$41.4M)

0.3% less ownership

Funds ownership: 83.41%83.11% (-0.3%)

1% less funds holding

Funds holding: 494490 (-4)

2% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 45

14% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 186

Holders
490
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
11.22%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
44
Increased
160
Reduced
186
Closed
45
Calls
$3.98M
Puts
$3.45M
Net Calls
+$537K
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
451
Advisornet Financial
Minnesota
$15K
MBT
452
Monroe Bank & Trust
Michigan
$15K
PCG
453
Private Capital Group
Connecticut
$15K +$14.8K +189 +2,700%
QCG
454
Quadrant Capital Group
Ohio
$14K -$2.27K -29 -12%
TFO
455
Tarbox Family Office
California
$13K
JA
456
JOYN Advisors
Georgia
$13K +$11.1K +142 +947%
BBA
457
Braun-Bostich & Associates
Pennsylvania
$10K
FC
458
Ferris Capital
Massachusetts
$10K
PW
459
Price Wealth
Texas
$10K +$7.12K +91 +314%
MSE
460
MUFG Securities EMEA
United Kingdom
$10K +$9.78K +125 New
MCM
461
Monument Capital Management
Virginia
$9K +$8.84K +113 New
WWM
462
Willingdon Wealth Management
North Carolina
$8K
SWA
463
Sutton Wealth Advisors
Florida
$7.89K
CFG
464
Citizens Financial Group
Rhode Island
$7K
GAM
465
Gemmer Asset Management
California
$7K
EFSCE
466
Enterprise Financial Services Corp (EFSC)
Missouri
$6K -$2.42K -31 -30%
EARNEST Partners
467
EARNEST Partners
Georgia
$6K
WTC
468
WhitTier Trust Company
Nevada
$6K
PFBT
469
Parkside Financial Bank & Trust
Missouri
$6K +$156 +2 +3%
IGGA
470
Iron Gate Global Advisors
Utah
$6K +$5.47K +70 New
HR
471
Howe & Rusling
New York
$5K -$7.9K -101 -62%
SPIA
472
Steward Partners Investment Advisory
New York
$5K -$2.89K -37 -37%
AC
473
Avestar Capital
New York
$5K
OC
474
Oakworth Capital
Alabama
$5K
GFP
475
Gryphon Financial Partners
Ohio
$5K +$1.09K +14 +27%

PNW Hedge Fund Activity: Q2 2018 in Review

490 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q2 2018, worth a combined $7.47B — up 0.56% from $7.43B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of PNW and 44 opened new positions — a net loss of 1 holder — while 186 trimmed existing stakes and 160 added.

The largest buyer was BlackRock, adding an estimated $128M. The largest seller was Wedge Capital Management, exiting entirely with an estimated $137M sold.

  • 490 institutional investors held Pinnacle West Capital (PNW) as of Q2 2018, down from 494 in Q1 2018.
  • Funds reported $7.47B of Pinnacle West Capital stock for Q2 2018, up 0.56% quarter-over-quarter.
  • 44 funds opened new Pinnacle West Capital positions in Q2 2018 and 45 closed out, a net change of -1 holder.
  • The largest Pinnacle West Capital buyer in Q2 2018 was BlackRock, an estimated $128M added.
  • The largest Pinnacle West Capital seller in Q2 2018 was Wedge Capital Management, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2018.