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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
PMFA
476
Plante Moran Financial Advisors
Michigan
$28K
WCG
477
Weaver Consulting Group
California
$27K
CI
478
CX Institutional
Indiana
$27K +$283 +3 +1%
CTC
479
Central Trust Company
Missouri
$24K
ZB
480
Zions Bancorporation
Utah
$23K
HGWM
481
Harvest Group Wealth Management
Massachusetts
$23K +$21.9K +232 New
RIA
482
Realta Investment Advisors
Delaware
$22K
FWM
483
Focused Wealth Management
New York
$21K
GCM
484
Gables Capital Management
Florida
$20K
PWMG
485
Prestige Wealth Management Group
New Jersey
$20K
IA
486
IFP Advisors
Florida
$20K +$19K +202 New
OIA
487
Optimum Investment Advisors
Illinois
$19K
RFA
488
Reilly Financial Advisors
California
$19K
PCG
489
Private Capital Group
Connecticut
$19K +$18.2K +193 +6,433%
AF
490
Advisornet Financial
Minnesota
$18K
BCA
491
Berman Capital Advisors
Georgia
$18K
TFO
492
Tarbox Family Office
California
$16K
ACA
493
Atlas Capital Advisors
Wyoming
$15.3K -$274K -2,906 -95%
EARNEST Partners
494
EARNEST Partners
Georgia
$15K
ST
495
Smithfield Trust
Pennsylvania
$15K +$9.98K +106 +212%
SPIA
496
Steward Partners Investment Advisory
New York
$14K
SFSIG
497
San Francisco Sentry Investment Group
California
$13K
TAIM
498
TD Ameritrade Investment Management
Nebraska
$12K +$1.04K +11 +9%
PCM
499
Peregrine Capital Management
Minnesota
$12K +$1.88K +20 +20%
OC
500
Oakworth Capital
Alabama
$11K

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.