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Pinnacle West Capital

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: 535534 (-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: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$71.8M +$1.14M +12,065 +2%
UBS AM
27
UBS AM
Illinois
$70.5M +$10M +106,589 +17%
Bessemer Group
28
Bessemer Group
New Jersey
$68.6M -$65.2K -692 -0.1%
Boston Partners
29
Boston Partners
Massachusetts
$65M -$107M -1,130,688 -63%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$61.1M -$6.26M -66,474 -10%
PPA
31
Parametric Portfolio Associates
Washington
$60.4M +$1.93M +20,450 +3%
Bank of America
32
Bank of America
North Carolina
$57.1M -$17.1M -181,160 -24%
Swiss National Bank
33
Swiss National Bank
Switzerland
$50.4M +$6.4M +67,995 +15%
N
34
Nuveen
North Carolina
$48.7M -$72.7M -771,909 -61%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$45.8M -$874K -9,282 -2%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$45.5M -$2.69M -28,535 -6%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$43.5M -$6.69M -71,029 -14%
Man Group
38
Man Group
United Kingdom
$43.5M +$5.54M +58,775 +15%
Victory Capital Management
39
Victory Capital Management
Texas
$38.8M +$6.91M +73,402 +23%
MAM
40
Martingale Asset Management
Massachusetts
$37.5M +$10.6M +112,569 +41%
APG Asset Management
41
APG Asset Management
Netherlands
$36.6M +$8.88M +94,241 +30%
WHRC
42
W.H. Reaves & Co
New Jersey
$36.6M -$192K -2,040 -0.5%
Deutsche Bank
43
Deutsche Bank
Germany
$36M -$3.09M -32,830 -8%
CS
44
Credit Suisse
Switzerland
$35M -$4.04M -42,857 -11%
GF
45
Gabelli Funds
New York
$33.6M
PCA
46
Personal Capital Advisors
California
$32M +$1.44M +15,284 +5%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$31.6M -$4.53M -48,086 -13%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$31.6M +$20.7M +219,333 +207%
Lazard Asset Management
49
Lazard Asset Management
New York
$31.3M -$9.11M -96,696 -23%
BPSG
50
Brookfield Public Securities Group
New York
$30.8M +$29.9M +316,911 New

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.