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Pinnacle West Capital

535 hedge funds and large institutions have $9.43B invested in Pinnacle West Capital in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 210 increasing their positions, 150 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 34

40% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 150

4% more funds holding

Funds holding: 516535 (+19)

3.07% more ownership

Funds ownership: 86.32%89.39% (+3.1%)

2% more capital invested

Capital invested by funds: $9.25B → $9.43B (+$182M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less call options, than puts

Call options by funds: $11.1M | Put options by funds: $11.7M

Holders
535
Holders Change
+19
Holders Change %
+3.68%
% of All Funds
11.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
60
Increased
210
Reduced
150
Closed
34
Calls
$11.1M
Puts
$11.7M
Net Calls
-$525K
Net Calls Change
+$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
451
Prelude Capital Management
New York
$43K -$51.3K -538 -54%
AIM
452
Advantage Investment Management
Iowa
$42K
CIA
453
CSat Investment Advisory
Michigan
$42K +$14.3K +150 +50%
RTC
454
Riverview Trust Company
Washington
$40K
Rockefeller Capital Management
455
Rockefeller Capital Management
New York
$38K -$30.9K -324 -45%
GRP
456
Global Retirement Partners
California
$38K -$858 -9 -2%
BWM
457
BerganKDV Wealth Management
Minnesota
$38K
JFGIW
458
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K
MMG
459
Monetary Management Group
Missouri
$38K
HPC
460
HM Payson & Co
Maine
$37K +$37.5K +394 New
HFM
461
Harvest Fund Management
China
$35K +$35.5K +372 New
BC
462
Bartlett & Co
Ohio
$33K
MWC
463
MKD Wealth Coaches
Michigan
$33K
BCWM
464
Bartlett & Co Wealth Management
Ohio
$32.9K
GLI
465
Guardian Life Insurance
New York
$30K
ARMC
466
American Research & Management Company
Massachusetts
$28K
QAM
467
QCI Asset Management
New York
$28K
WCG
468
Weaver Consulting Group
California
$28K
LC
469
Lindbrook Capital
California
$27K
PMFA
470
Plante Moran Financial Advisors
Michigan
$27K
CI
471
CX Institutional
Indiana
$26K +$381 +4 +1%
OIA
472
OneDigital Investment Advisors
Kansas
$25K
YWP
473
YorkBridge Wealth Partners
New York
$25K
CTC
474
Central Trust Company
Missouri
$24K
ZB
475
Zions Bancorporation
Utah
$22K -$2.86K -30 -11%

PNW Hedge Fund Activity: Q2 2019 in Review

535 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q2 2019, worth a combined $9.43B — up 2% from $9.25B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new PNW positions and 34 closed out — a net gain of 26 holders — while 210 added to existing stakes and 150 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $121M. The largest seller was Boston Partners, cutting an estimated $152M.

  • 535 institutional investors held Pinnacle West Capital (PNW) as of Q2 2019, up from 516 in Q1 2019.
  • Funds reported $9.43B of Pinnacle West Capital stock for Q2 2019, up 2% quarter-over-quarter.
  • 60 funds opened new Pinnacle West Capital positions in Q2 2019 and 34 closed out, a net change of +26 holders.
  • The largest Pinnacle West Capital buyer in Q2 2019 was Nuveen, an estimated $121M added.
  • The largest Pinnacle West Capital seller in Q2 2019 was Boston Partners, an estimated $152M sold.

Based on aggregated 13F filings for Q2 2019.