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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
RIA
476
Realta Investment Advisors
Delaware
$21K
PCP
477
Proficio Capital Partners
Massachusetts
$20K -$5.72K -60 -22%
FWM
478
Focused Wealth Management
New York
$20K
GCM
479
Gables Capital Management
Florida
$20K
OIA
480
Optimum Investment Advisors
Illinois
$19K
PWMG
481
Prestige Wealth Management Group
New Jersey
$19K
RFA
482
Reilly Financial Advisors
California
$19K
AF
483
Advisornet Financial
Minnesota
$18K
BCA
484
Berman Capital Advisors
Georgia
$18K +$4.86K +51 +36%
TFO
485
Tarbox Family Office
California
$16K +$858 +9 +6%
EARNEST Partners
486
EARNEST Partners
Georgia
$15K +$15.2K +159 New
SFSIG
487
San Francisco Sentry Investment Group
California
$13K
SPIA
488
Steward Partners Investment Advisory
New York
$13K +$13.8K +145 New
VCM
489
Versant Capital Management
Arizona
$11K -$5.05K -53 -31%
OC
490
Oakworth Capital
Alabama
$11K
TAIM
491
TD Ameritrade Investment Management
Nebraska
$11K +$11.2K +117 New
SA
492
SRH Advisors
Kansas
$10K
WWM
493
Willingdon Wealth Management
North Carolina
$9K -$5.72K -60 -38%
GAM
494
Gemmer Asset Management
California
$9K
GI
495
Gradient Investments
Minnesota
$9K
PCM
496
Peregrine Capital Management
Minnesota
$9K
NFG
497
Next Financial Group
Texas
$9K +$9.05K +95 New
SLF
498
Sun Life Financial
Ontario, Canada
$8K -$9.63K -101 -53%
WTC
499
WhitTier Trust Company
Nevada
$8K
FDCDDQ
500
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.9K

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.