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Pinnacle West Capital

490 hedge funds and large institutions have $7.47B invested in Pinnacle West Capital in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 160 increasing their positions, 186 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

16% more call options, than puts

Call options by funds: $3.98M | Put options by funds: $3.45M

1% more capital invested

Capital invested by funds: $7.43B → $7.47B (+$41.4M)

0.3% less ownership

Funds ownership: 83.41%83.11% (-0.3%)

1% less funds holding

Funds holding: 494490 (-4)

2% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 45

14% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 186

Holders
490
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
11.22%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
44
Increased
160
Reduced
186
Closed
45
Calls
$3.98M
Puts
$3.45M
Net Calls
+$537K
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
476
Squar Milner Financial Services
California
$5K +$5.32K +68 New
AS
477
Altshuler Shaham
Israel
$4K -$13.7K -175 -78%
BFC
478
Bedel Financial Consulting
Indiana
$4K
ST
479
Smithfield Trust
Pennsylvania
$4K
FMII
480
Farmers & Merchants Investments Inc
Nebraska
$3K
WAM
481
Watermark Asset Management
California
$3K
TL
482
TrueWealth LLC
Georgia
$2K -$1.09K -14 -33%
CHP
483
Cable Hill Partners
Oregon
$2K
FHA
484
First Horizon Advisors
Tennessee
$1K -$1.02K -13 -39%
FANJ
485
Financial Architects (New Jersey)
New Jersey
$1K +$1.02K +13 New
VCM
486
Vigilant Capital Management
Maine
$1K +$1.25K +16 New
AIL
487
AGF Investments LLC
Ontario, Canada
$360 -$13.1K -168 -4%
EMG
488
ETF Managers Group
New Jersey
$77 +$98.8K +1,263 New
WCM
489
Wedge Capital Management
North Carolina
-$137M -1,721,194 Closed
Lord, Abbett & Co
490
Lord, Abbett & Co
New Jersey
-$23M -288,000 Closed
CM
491
Churchill Management
California
-$9.65M -120,931 Closed
MWNA
492
Marshall Wace North America
New York
-$3.12M -39,153 Closed
PDN
493
Pensionfund DSM Netherlands
Netherlands
-$2.95M -37,000 Closed
PS
494
Pensionfund Sabic
Netherlands
-$2.1M -26,300 Closed
EMG
495
Ellington Management Group
Connecticut
-$1.95M -24,400 Closed
FAF
496
Fjarde Ap-fonden
Sweden
-$1.64M -20,567 Closed
Schroder Investment Management Group
497
Schroder Investment Management Group
United Kingdom
-$1.53M -19,234 Closed
William Blair Investment Management
498
William Blair Investment Management
Illinois
-$1.31M -16,481 Closed
Walleye Trading
499
Walleye Trading
New York
-$1.07M -13,622 Closed
SM
500
Sciencast Management
New Jersey
-$1.07M -13,332 Closed

PNW Hedge Fund Activity: Q2 2018 in Review

490 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q2 2018, worth a combined $7.47B — up 0.56% from $7.43B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of PNW and 44 opened new positions — a net loss of 1 holder — while 186 trimmed existing stakes and 160 added.

The largest buyer was BlackRock, adding an estimated $128M. The largest seller was Wedge Capital Management, exiting entirely with an estimated $137M sold.

  • 490 institutional investors held Pinnacle West Capital (PNW) as of Q2 2018, down from 494 in Q1 2018.
  • Funds reported $7.47B of Pinnacle West Capital stock for Q2 2018, up 0.56% quarter-over-quarter.
  • 44 funds opened new Pinnacle West Capital positions in Q2 2018 and 45 closed out, a net change of -1 holder.
  • The largest Pinnacle West Capital buyer in Q2 2018 was BlackRock, an estimated $128M added.
  • The largest Pinnacle West Capital seller in Q2 2018 was Wedge Capital Management, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2018.