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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
PAM
26
Panagora Asset Management
Massachusetts
$69.7M +$8.37M +107,482 +13%
PIM
27
Perkins Investment Management
Illinois
$67.5M -$24.9M -319,932 -26%
Legal & General Group
28
Legal & General Group
United Kingdom
$65.3M +$905K +11,627 +1%
PAMU
29
Pictet Asset Management (UK)
United Kingdom
$51.8M -$12.6M -161,899 -19%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$50.7M +$20.1M +258,396 +63%
AI
31
Analytic Investors
California
$49.1M -$7.03M -90,253 -12%
GC
32
Guggenheim Capital
Illinois
$47M -$8.2M -105,339 -15%
WHRC
33
W.H. Reaves & Co
New Jersey
$45.5M -$1.65M -21,214 -3%
AG
34
Aperio Group
California
$45.3M +$2.5M +32,155 +6%
PI
35
PGGM Investments
Netherlands
$43.5M +$15K +193 +0%
Bank of America
36
Bank of America
North Carolina
$43.1M +$1.9M +24,395 +4%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$40.5M +$27.2M +348,948 +190%
Jennison Associates
38
Jennison Associates
New York
$39.3M
Deutsche Bank
39
Deutsche Bank
Germany
$36.9M +$8.23M +105,645 +28%
TA
40
Teachers Advisors
New York
$34.7M -$3.34M -42,937 -9%
Charles Schwab
41
Charles Schwab
California
$34M +$964K +12,384 +3%
PPA
42
Parametric Portfolio Associates
Washington
$32.9M +$3.7M +47,578 +12%
AL
43
AJO LP
Pennsylvania
$30.1M -$951K -12,208 -3%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$29.4M -$1.4M -18,000 -4%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$28.5M +$2.19M +28,140 +8%
Wells Fargo
46
Wells Fargo
California
$27.5M +$831K +10,674 +3%
GF
47
Gabelli Funds
New York
$26.4M -$311K -4,000 -1%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$25.8M -$1.23M -15,854 -4%
AllianceBernstein
49
AllianceBernstein
Tennessee
$25.8M +$1.07M +13,721 +4%
H
50
Hexavest
Quebec, Canada
$25.5M -$2.63M -33,719 -9%

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.