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Pinnacle West Capital

521 hedge funds and large institutions have $8.14B invested in Pinnacle West Capital in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 183 increasing their positions, 154 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

110% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 40

85% more call options, than puts

Call options by funds: $7.06M | Put options by funds: $3.82M

19% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 154

9% more capital invested

Capital invested by funds: $7.44B → $8.14B (+$698M)

9% more funds holding

Funds holding: 479521 (+42)

2.19% more ownership

Funds ownership: 83.38%85.58% (+2.2%)

Holders
521
Holders Change
+42
Holders Change %
+8.77%
% of All Funds
11.61%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.11%
New
84
Increased
183
Reduced
154
Closed
40
Calls
$7.06M
Puts
$3.82M
Net Calls
+$3.25M
Net Calls Change
+$143K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
26
Bessemer Group
New Jersey
$58.7M +$59.4M +689,161 New
Charles Schwab
27
Charles Schwab
California
$56.9M +$1.56M +18,147 +3%
Wells Fargo
28
Wells Fargo
California
$55.1M +$1.92M +22,255 +4%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$49.3M +$16M +185,209 +47%
UBS AM
30
UBS AM
Illinois
$48.3M +$931K +10,803 +2%
PPA
31
Parametric Portfolio Associates
Washington
$46.5M -$2.92M -33,851 -6%
Canada Pension Plan Investment Board
32
Canada Pension Plan Investment Board
Ontario, Canada
$46M +$12.4M +143,500 +36%
Deutsche Bank
33
Deutsche Bank
Germany
$44.7M -$23.2M -269,735 -34%
First Trust Advisors
34
First Trust Advisors
Illinois
$44.6M -$409K -4,750 -0.9%
TA
35
Teachers Advisors
New York
$44.2M -$11.8M -137,262 -21%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$41.3M +$634K +7,360 +2%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$41M +$9.43M +109,534 +30%
Swiss National Bank
38
Swiss National Bank
Switzerland
$38.3M +$7.92M +91,900 +26%
Bank of America
39
Bank of America
North Carolina
$38.1M -$4.41M -51,233 -10%
Victory Capital Management
40
Victory Capital Management
Texas
$35.5M -$406K -4,714 -1%
Cohen & Steers
41
Cohen & Steers
New York
$32.4M +$32.8M +380,255 New
WHRC
42
W.H. Reaves & Co
New Jersey
$31.5M -$17.5M -203,354 -35%
Morgan Stanley
43
Morgan Stanley
New York
$30.5M -$80.9K -939 -0.3%
GF
44
Gabelli Funds
New York
$29.5M
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$28.7M -$302K -3,502 -1%
BC
46
Brookfield Corp
Ontario, Canada
$27.6M +$18.2M +210,750 +185%
Man Group
47
Man Group
United Kingdom
$26.7M +$22.3M +258,603 +476%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$25.2M -$23.9M -277,761 -48%
VRS
49
Virginia Retirement Systems
Virginia
$24.4M -$1.1M -12,800 -4%
PCA
50
Personal Capital Advisors
California
$23.6M +$1.61M +18,678 +7%

PNW Hedge Fund Activity: Q4 2018 in Review

521 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q4 2018, worth a combined $8.14B — up 9.4% from $7.44B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new PNW positions and 40 closed out — a net gain of 44 holders — while 183 added to existing stakes and 154 trimmed.

The largest buyer was BlackRock, adding an estimated $80M. The largest seller was Citadel Advisors, cutting an estimated $43.9M.

  • 521 institutional investors held Pinnacle West Capital (PNW) as of Q4 2018, up from 479 in Q3 2018.
  • Funds reported $8.14B of Pinnacle West Capital stock for Q4 2018, up 9.4% quarter-over-quarter.
  • 84 funds opened new Pinnacle West Capital positions in Q4 2018 and 40 closed out, a net change of +44 holders.
  • The largest Pinnacle West Capital buyer in Q4 2018 was BlackRock, an estimated $80M added.
  • The largest Pinnacle West Capital seller in Q4 2018 was Citadel Advisors, an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2018.