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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
Bank of America
26
Bank of America
North Carolina
$72.4M +$17.2M +180,610 +31%
Ameriprise
27
Ameriprise
Minnesota
$70.8M +$1.54M +16,159 +2%
Charles Schwab
28
Charles Schwab
California
$68.5M +$1.68M +17,608 +2%
Bessemer Group
29
Bessemer Group
New Jersey
$66.6M -$42.9K -450 -0.1%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$65.5M +$8.54M +89,616 +15%
UBS AM
31
UBS AM
Illinois
$58.3M +$7.09M +74,407 +14%
PPA
32
Parametric Portfolio Associates
Washington
$56.6M +$2.81M +29,445 +5%
JP Morgan Chase
33
JP Morgan Chase
New York
$49.1M +$33.7M +353,832 +209%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$48.9M +$1.26M +13,189 +3%
UH
35
Unigestion Holding
Switzerland
$47.5M +$26.7M +280,319 +125%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$46.8M +$724K +7,594 +2%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$45.3M -$900K -9,446 -2%
Swiss National Bank
38
Swiss National Bank
Switzerland
$42.4M -$1.03M -10,800 -2%
BC
39
Brookfield Corp
Ontario, Canada
$39.6M -$2.28M -23,973 -5%
Lazard Asset Management
40
Lazard Asset Management
New York
$39.4M +$19.2M +201,919 +93%
Robeco Institutional Asset Management
41
Robeco Institutional Asset Management
Netherlands
$38.8M +$12M +126,308 +44%
Deutsche Bank
42
Deutsche Bank
Germany
$38M +$2.12M +22,237 +6%
CS
43
Credit Suisse
Switzerland
$38M +$24M +251,388 +165%
Man Group
44
Man Group
United Kingdom
$36.6M +$9.33M +97,932 +34%
WHRC
45
W.H. Reaves & Co
New Jersey
$35.7M +$233K +2,448 +0.6%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$35.2M +$369K +3,874 +1%
Morgan Stanley
47
Morgan Stanley
New York
$33.4M -$9.71M -101,920 -22%
GF
48
Gabelli Funds
New York
$32.6M
Victory Capital Management
49
Victory Capital Management
Texas
$30.7M +$2.27M +23,820 +8%
PCA
50
Personal Capital Advisors
California
$29.6M +$1.78M +18,668 +6%

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.