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Pinnacle West Capital
PNW

521 hedge funds and large institutions have $8.14B invested in Pinnacle West Capital in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 183 increasing their positions, 154 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

110% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 40

85% more call options, than puts

Call options by funds: $7.06M | Put options by funds: $3.82M

19% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 154

9% more capital invested

Capital invested by funds: $7.44B → $8.14B (+$698M)

9% more funds holding

Funds holding: 479 → 521 (+42)

2.19% more ownership

Funds ownership: 83.38% → 85.58% (+2.2%)

Holders
521
Holders Change
+42
Holders Change %
+8.77%
% of All Funds
11.61%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.11%
New
84
Increased
183
Reduced
154
Closed
40
Calls
$7.06M
Puts
$3.82M
Net Calls
+$3.25M
Net Calls Change
+$143K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$80M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$72.6M
3
Bessemer Group
Bessemer Group
New Jersey
+$59.4M
4
Renaissance Technologies
Renaissance Technologies
New York
+$58.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$34.2M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$43.9M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$40.9M
3
Millennium Management
Millennium Management
New York
-$40.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$31M
5
Two Sigma Investments
Two Sigma Investments
New York
-$28.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
501
Squar Milner Financial Services
California
$6K – – –
HR
502
Howe & Rusling
New York
$5K -$517 -6 -9%
EFSCE
503
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$1.46K -17 -25%
BFC
504
Bedel Financial Consulting
Indiana
$4K – – –
ST
505
Smithfield Trust
Pennsylvania
$4K – – –
FMII
506
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
WAM
507
Watermark Asset Management
California
$3K – – –
TL
508
TrueWealth LLC
Georgia
$2K – – –
VFA
509
Valeo Financial Advisors
Indiana
$2K – – –
Fidelity International
510
Fidelity International
Bermuda
$2K +$861 +10 +100%
FCA
511
FinTrust Capital Advisors
South Carolina
$2K +$1.64K +19 New
AC
512
Avestar Capital
New York
$1K – – –
FANJ
513
Financial Architects (New Jersey)
New Jersey
$1K – – –
FHA
514
First Horizon Advisors
Tennessee
$1K – – –
LFG
515
Larson Financial Group
Missouri
$1K +$603 +7 New
GWS
516
Glassman Wealth Services
Virginia
$1K +$689 +8 New
OAM
517
Oppenheimer Asset Management
New York
$1K +$1.12K +13 New
GT
518
Glenmede Trust
Pennsylvania
$816 +$6.2K +72 +0.8%
CT
519
Chicago Trust
Illinois
$344 – – –
CWM
520
Cornerstone Wealth Management
Missouri
– -$1.66M -141,627 Closed
Capital Fund Management (CFM)
521
Capital Fund Management (CFM)
France
– -$3.97M -50,100 Closed
AIMCA
522
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$3.64M -46,000 Closed
CC
523
Cipher Capital
New York
– -$3.33M -42,006 Closed
SEC
524
Seven Eight Capital
New York
– -$3.31M -41,757 Closed
NIMI
525
Natixis Investment Managers International
France
– -$2.66M -33,584 Closed
19 20
21
22 23

PNW Hedge Fund Activity: Q4 2018 in Review

521 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q4 2018, worth a combined $8.14B — up 9.4% from $7.44B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new PNW positions and 40 closed out — a net gain of 44 holders — while 183 added to existing stakes and 154 trimmed.

The largest buyer was BlackRock, adding an estimated $80M. The largest seller was Citadel Advisors, cutting an estimated $43.9M.

  • 521 institutional investors held Pinnacle West Capital (PNW) as of Q4 2018, up from 479 in Q3 2018.
  • Funds reported $8.14B of Pinnacle West Capital stock for Q4 2018, up 9.4% quarter-over-quarter.
  • 84 funds opened new Pinnacle West Capital positions in Q4 2018 and 40 closed out, a net change of +44 holders.
  • The largest Pinnacle West Capital buyer in Q4 2018 was BlackRock, an estimated $80M added.
  • The largest Pinnacle West Capital seller in Q4 2018 was Citadel Advisors, an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2018.