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Pinnacle West Capital

479 hedge funds and large institutions have $7.44B invested in Pinnacle West Capital in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 169 increasing their positions, 160 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $4.43M | Put options by funds: $1.32M

6% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 160

0.27% more ownership

Funds ownership: 83.11%83.38% (+0.27%)

0% less capital invested

Capital invested by funds: $7.47B → $7.44B (-$33.2M)

2% less funds holding

Funds holding: 490479 (-11)

13% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 56

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
479
Holders Change
-11
Holders Change %
-2.24%
% of All Funds
10.95%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
49
Increased
169
Reduced
160
Closed
56
Calls
$4.43M
Puts
$1.32M
Net Calls
+$3.1M
Net Calls Change
+$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
451
Ferris Capital
Massachusetts
$10K
SA
452
SRH Advisors
Kansas
$9K +$8.83K +110 New
WWM
453
Willingdon Wealth Management
North Carolina
$8K
GAM
454
Gemmer Asset Management
California
$7K
ONST
455
Old North State Trust
North Carolina
$7K +$7.71K +96 New
CFG
456
Citizens Financial Group
Rhode Island
$6K
EARNEST Partners
457
EARNEST Partners
Georgia
$6K
IGGA
458
Iron Gate Global Advisors
Utah
$6K
WTC
459
WhitTier Trust Company
Nevada
$6K
EFSCE
460
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$402 -5 -7%
SMFS
461
Squar Milner Financial Services
California
$5K
SPIA
462
Steward Partners Investment Advisory
New York
$5K
PFBT
463
Parkside Financial Bank & Trust
Missouri
$5K +$241 +3 +4%
HR
464
Howe & Rusling
New York
$5K +$321 +4 +6%
OC
465
Oakworth Capital
Alabama
$4K -$402 -5 -8%
BFC
466
Bedel Financial Consulting
Indiana
$4K
ST
467
Smithfield Trust
Pennsylvania
$4K
CAG
468
Csenge Advisory Group
Florida
$4K +$4.26K +53 New
IBOK
469
Independence Bank of Kentucky
Kentucky
$4K +$4.5K +56 New
WAM
470
Watermark Asset Management
California
$3K
FMII
471
Farmers & Merchants Investments Inc
Nebraska
$3K +$402 +5 +14%
TL
472
TrueWealth LLC
Georgia
$2K
VFA
473
Valeo Financial Advisors
Indiana
$2K +$1.61K +20 New
AC
474
Avestar Capital
New York
$1K -$4.34K -54 -71%
FHA
475
First Horizon Advisors
Tennessee
$1K -$402 -5 -25%

PNW Hedge Fund Activity: Q3 2018 in Review

479 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q3 2018, worth a combined $7.44B — down 0.44% from $7.47B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of PNW and 49 opened new positions — a net loss of 7 holders — while 160 trimmed existing stakes and 169 added.

The largest buyer was Renaissance Technologies, adding an estimated $89.7M. The largest seller was Millennium Management, cutting an estimated $90.8M.

  • 479 institutional investors held Pinnacle West Capital (PNW) as of Q3 2018, down from 490 in Q2 2018.
  • Funds reported $7.44B of Pinnacle West Capital stock for Q3 2018, down 0.44% quarter-over-quarter.
  • 49 funds opened new Pinnacle West Capital positions in Q3 2018 and 56 closed out, a net change of -7 holders.
  • The largest Pinnacle West Capital buyer in Q3 2018 was Renaissance Technologies, an estimated $89.7M added.
  • The largest Pinnacle West Capital seller in Q3 2018 was Millennium Management, an estimated $90.8M sold.

Based on aggregated 13F filings for Q3 2018.