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Pinnacle West Capital

497 hedge funds and large institutions have $7.01B invested in Pinnacle West Capital in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 165 increasing their positions, 185 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $5.68M | Put options by funds: $5.24M

8% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 62

0% more funds holding

Funds holding: 495497 (+2)

4% less capital invested

Capital invested by funds: $7.27B → $7.01B (-$256M)

1.19% less ownership

Funds ownership: 85.8%84.61% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 185

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
497
Holders Change
+2
Holders Change %
+0.4%
% of All Funds
10.19%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
67
Increased
165
Reduced
185
Closed
62
Calls
$5.68M
Puts
$5.24M
Net Calls
+$443K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$56.5M +$318K +4,206 +0.5%
ECP
27
Electron Capital Partners
New York
$55.1M +$18.5M +245,168 +48%
Swiss National Bank
28
Swiss National Bank
Switzerland
$52.2M -$597K -7,900 -1%
Bessemer Group
29
Bessemer Group
New Jersey
$50.3M +$196K +2,594 +0.4%
CIA
30
ClearBridge Investments (Australia)
Australia
$50.2M +$13.5M +178,353 +35%
Deutsche Bank
31
Deutsche Bank
Germany
$47.8M +$7.7M +101,899 +19%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$47.4M +$30.7M +406,136 +168%
AL
33
AJO LP
Pennsylvania
$43.1M +$29.9M +395,304 +205%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$42.4M +$1.01M +13,340 +2%
UBS AM
35
UBS AM
Illinois
$41.9M -$8.62M -114,102 -17%
Goldman Sachs
36
Goldman Sachs
New York
$41.3M -$17.4M -230,974 -29%
Victory Capital Management
37
Victory Capital Management
Texas
$40M -$17M -225,654 -29%
Adage Capital Partners
38
Adage Capital Partners
Massachusetts
$38.5M +$30M +397,700 +312%
ACI
39
AMP Capital Investors
Australia
$38.2M +$22.4M +296,116 +130%
N
40
Nuveen
North Carolina
$36.3M -$2.11M -27,898 -5%
PPA
41
Parametric Portfolio Associates
Washington
$35.3M -$8.45M -111,956 -19%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$33M +$1.18M +15,648 +4%
Ensign Peak Advisors
43
Ensign Peak Advisors
Utah
$29.9M -$3.77M -49,938 -11%
Wells Fargo
44
Wells Fargo
California
$28.9M -$43M -569,455 -59%
PCA
45
Personal Capital Advisors
California
$28.3M +$1.44M +19,041 +5%
WI
46
Wafra Inc
New York
$27.4M +$5.48M +72,582 +24%
Bank of America
47
Bank of America
North Carolina
$26.2M -$6.04M -80,036 -18%
MAM
48
Martingale Asset Management
Massachusetts
$25.7M -$521K -6,900 -2%
GF
49
Gabelli Funds
New York
$25.4M
JP Morgan Chase
50
JP Morgan Chase
New York
$23.8M +$1.95M +25,862 +9%

PNW Hedge Fund Activity: Q2 2020 in Review

497 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q2 2020, worth a combined $7.01B — down 3.5% from $7.27B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new PNW positions and 62 closed out — a net gain of 5 holders — while 165 added to existing stakes and 185 trimmed.

The largest buyer was Franklin Resources, adding an estimated $160M. The largest seller was BlackRock, cutting an estimated $179M.

  • 497 institutional investors held Pinnacle West Capital (PNW) as of Q2 2020, up from 495 in Q1 2020.
  • Funds reported $7.01B of Pinnacle West Capital stock for Q2 2020, down 3.5% quarter-over-quarter.
  • 67 funds opened new Pinnacle West Capital positions in Q2 2020 and 62 closed out, a net change of +5 holders.
  • The largest Pinnacle West Capital buyer in Q2 2020 was Franklin Resources, an estimated $160M added.
  • The largest Pinnacle West Capital seller in Q2 2020 was BlackRock, an estimated $179M sold.

Based on aggregated 13F filings for Q2 2020.