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Pinnacle West Capital
PNW

534 hedge funds and large institutions have $9.45B invested in Pinnacle West Capital in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 192 increasing their positions, 175 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $8.32M | Put options by funds: $6.21M

10% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 175

4% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 50

0% more capital invested

Capital invested by funds: $9.43B → $9.45B (+$17.3M)

0% less funds holding

Funds holding: 535 → 534 (-1)

2.6% less ownership

Funds ownership: 89.39% → 86.79% (-2.6%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
534
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
11.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
52
Increased
192
Reduced
175
Closed
50
Calls
$8.32M
Puts
$6.21M
Net Calls
+$2.1M
Net Calls Change
+$2.63M

Top Buyers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
+$136M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$50.5M
3
Renaissance Technologies
Renaissance Technologies
New York
+$41M
4
UH
Unigestion Holding
Switzerland
+$24.6M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$24M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$235M
2
Boston Partners
Boston Partners
Massachusetts
-$107M
3
N
Nuveen
North Carolina
-$72.7M
4
BC
Brookfield Corp
Ontario, Canada
-$39.6M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$38.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
451
Fifth Third Bancorp
Ohio
$68K +$17.4K +185 +36%
AIM
452
AIA Investment Management
Singapore
$65K +$63.1K +670 New
HCM
453
Hilton Capital Management
New York
$59K – – –
APA
454
American Portfolios Advisors
New York
$58.2K +$56.5K +600 New
ONST
455
Old North State Trust
North Carolina
$53K -$16.5K -175 -24%
MCM
456
Manchester Capital Management
Vermont
$49K – – –
PCFFS
457
Pacific Center for Financial Services
California
$49K – – –
CAW
458
Cornerstone Advisors (Washington)
Washington
$49K +$2.17K +23 +5%
QT
459
Quantbot Technologies
New York
$49K +$47.9K +508 New
HNB
460
Huntington National Bank
Ohio
$46K – – –
SBL
461
Sargent Bickham Lagudis
Colorado
$46K – – –
CIA
462
CSat Investment Advisory
Michigan
$46K +$2.54K +27 +6%
AIM
463
Advantage Investment Management
Iowa
$44K – – –
RTC
464
Riverview Trust Company
Washington
$41K – – –
SSB
465
Sandy Spring Bank
Maryland
$39K -$9.42K -100 -20%
BWM
466
BerganKDV Wealth Management
Minnesota
$39K – – –
JFGIW
467
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39K – – –
MMG
468
Monetary Management Group
Missouri
$39K – – –
HPC
469
HM Payson & Co
Maine
$38K – – –
GRP
470
Global Retirement Partners
California
$36K -$2.73K -29 -7%
HFM
471
Harvest Fund Management
China
$36K – – –
GLI
472
Guardian Life Insurance
New York
$32K +$1.13K +12 +4%
ARMC
473
American Research & Management Company
Massachusetts
$29K – – –
QAM
474
QCI Asset Management
New York
$29K – – –
LC
475
Lindbrook Capital
California
$28K – – –
17 18
19
20 21

PNW Hedge Fund Activity: Q3 2019 in Review

534 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q3 2019, worth a combined $9.45B — up 0.18% from $9.43B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PNW positions and 50 closed out — a net gain of 2 holders — while 192 added to existing stakes and 175 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $136M. The largest seller was Capital World Investors, exiting entirely with an estimated $235M sold.

  • 534 institutional investors held Pinnacle West Capital (PNW) as of Q3 2019, down from 535 in Q2 2019.
  • Funds reported $9.45B of Pinnacle West Capital stock for Q3 2019, up 0.18% quarter-over-quarter.
  • 52 funds opened new Pinnacle West Capital positions in Q3 2019 and 50 closed out, a net change of +2 holders.
  • The largest Pinnacle West Capital buyer in Q3 2019 was AQR Capital Management, an estimated $136M added.
  • The largest Pinnacle West Capital seller in Q3 2019 was Capital World Investors, an estimated $235M sold.

Based on aggregated 13F filings for Q3 2019.