Pinnacle West Capital
453 hedge funds and large institutions have $7.24B invested in Pinnacle West Capital in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 151 increasing their positions, 172 reducing their positions, and 36 closing their positions.
143% more call options, than puts
Call options by funds: $4.46M | Put options by funds: $1.84M
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
56% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 36
2% more funds holding
Funds holding: 442 → 453 (+11)
4% more capital invested
Capital invested by funds: $6.98B → $7.24B (+$259M)
0.08% more ownership
Funds ownership: 83.32% → 83.4% (+0.08%)
12% less repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 172
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$155M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$44.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$27.3M |
| 4 |
LC
LNZ Capital
New York
|
+$26.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$49M |
| 2 |
Jennison Associates
New York
|
-$23.5M |
| 3 |
AG
Aperio Group
Sausalito,
California
|
-$21.9M |
| 4 |
Goldman Sachs
New York
|
-$21.4M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$15.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CS
476
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| – | -$300K | -3,946 | Closed |
|
|
EGM
477
Engineers Gate Manager
New York
| – | -$281K | -3,700 | Closed |
|
|
AP
478
AHL Partners
London,
United Kingdom
| – | -$228K | -3,009 | Closed |
|
|
IWMPD
479
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$179K | -2,350 | Closed |
|
|
JFA
480
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$58K | -766 | Closed |
|
|
S
481
SignatureFD
Atlanta,
Georgia
| – | -$58K | -766 | Closed |
|
|
AW
482
Alpha Windward
Westwood,
Massachusetts
| – | -$30K | -397 | Closed |
|
|
FNBSF
483
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| – | -$17K | -220 | Closed |
|
484
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| – | -$14K | -182 | Closed |
|
485
AssetMark Inc
Concord,
California
| – | -$9.15K | -122 | -99% |
|
|
DPA
486
Delphi Private Advisors
San Diego,
California
| – | -$2K | -23 | Closed |
|
|
HCM
487
Herndon Capital Management
Atlanta,
Georgia
| – | -$1K | -10 | Closed |
|
|
EA
488
Edge Advisors
Atlanta,
Georgia
| – | +$900 | +12 | New |
|
PNW Hedge Fund Activity: Q4 2016 in Review
453 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q4 2016, worth a combined $7.24B — up 3.7% from $6.98B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new PNW positions and 36 closed out — a net gain of 20 holders — while 151 added to existing stakes and 172 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $155M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $49M.
- 453 institutional investors held Pinnacle West Capital (PNW) as of Q4 2016, up from 442 in Q3 2016.
- Funds reported $7.24B of Pinnacle West Capital stock for Q4 2016, up 3.7% quarter-over-quarter.
- 56 funds opened new Pinnacle West Capital positions in Q4 2016 and 36 closed out, a net change of +20 holders.
- The largest Pinnacle West Capital buyer in Q4 2016 was JP Morgan Chase, an estimated $155M added.
- The largest Pinnacle West Capital seller in Q4 2016 was Barrow, Hanley, Mewhinney & Strauss, an estimated $49M sold.
Based on aggregated 13F filings for Q4 2016.