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Pinnacle West Capital
PNW

516 hedge funds and large institutions have $9.25B invested in Pinnacle West Capital in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 203 increasing their positions, 155 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 155

14% more capital invested

Capital invested by funds: $8.14B → $9.25B (+$1.11B)

2% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 59

0.74% more ownership

Funds ownership: 85.58% → 86.32% (+0.74%)

1% less funds holding

Funds holding: 521 → 516 (-5)

20% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $14.5M

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
516
Holders Change
-5
Holders Change %
-0.96%
% of All Funds
11.17%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
60
Increased
203
Reduced
155
Closed
59
Calls
$11.6M
Puts
$14.5M
Net Calls
-$2.94M
Net Calls Change
-$6.18M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$73.6M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$69.4M
3
American Century Companies
American Century Companies
Missouri
+$59.1M
4
Wells Fargo
Wells Fargo
California
+$50.5M
5
PAM
Panagora Asset Management
Massachusetts
+$47.9M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$124M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$57.4M
3
Renaissance Technologies
Renaissance Technologies
New York
-$42.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$39.2M
5
Cohen & Steers
Cohen & Steers
New York
-$32.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
501
Valeo Financial Advisors
Indiana
$2K – – –
AIC
502
Ameritas Investment Company
Nebraska
$2K +$1.8K +20 New
PFGIA
503
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2.26K +25 New
OAM
504
Oppenheimer Asset Management
New York
$1K -$90 -1 -8%
AC
505
Avestar Capital
New York
$1K – – –
FANJ
506
Financial Architects (New Jersey)
New Jersey
$1K – – –
FHA
507
First Horizon Advisors
Tennessee
$1K – – –
GWS
508
Glassman Wealth Services
Virginia
$1K – – –
LFG
509
Larson Financial Group
Missouri
$1K – – –
BFEC
510
Benjamin F. Edwards & Company
Missouri
$1K +$902 +10 New
TIM
511
Tortoise Investment Management
New York
$1K +$902 +10 New
GT
512
Glenmede Trust
Pennsylvania
$867 -$45.6K -505 -5%
CT
513
Chicago Trust
Illinois
$385 – – –
Cohen & Steers
514
Cohen & Steers
New York
– -$32.4M -380,255 Closed
BC
515
Blackstart Capital
New York
– -$16.1M -188,715 Closed
D.E. Shaw & Co
516
D.E. Shaw & Co
New York
– -$15M -175,629 Closed
BBL
517
Beck Bode LLC
Massachusetts
– -$6.65M -78,044 Closed
N
518
Natixis
France
– -$6.42M -75,382 Closed
Squarepoint
519
Squarepoint
New York
– -$6.28M -73,714 Closed
ZP
520
Zimmer Partners
New York
– -$5.6M -65,700 Closed
TI
521
Trexquant Investment
Connecticut
– -$5.21M -61,099 Closed
ARTA
522
A.R.T. Advisors
New York
– -$4.9M -57,500 Closed
Point72 Asset Management
523
Point72 Asset Management
Connecticut
– -$4.26M -50,000 Closed
Tudor Investment Corp
524
Tudor Investment Corp
Connecticut
– -$3.86M -45,256 Closed
SRAM
525
Stone Ridge Asset Management
New York
– -$2.94M -34,469 Closed
19 20
21
22 23

PNW Hedge Fund Activity: Q1 2019 in Review

516 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q1 2019, worth a combined $9.25B — up 14% from $8.14B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new PNW positions and 59 closed out — a net gain of 1 holder — while 203 added to existing stakes and 155 trimmed.

The largest buyer was Vanguard Group, adding an estimated $73.6M. The largest seller was BlackRock, cutting an estimated $124M.

  • 516 institutional investors held Pinnacle West Capital (PNW) as of Q1 2019, down from 521 in Q4 2018.
  • Funds reported $9.25B of Pinnacle West Capital stock for Q1 2019, up 14% quarter-over-quarter.
  • 60 funds opened new Pinnacle West Capital positions in Q1 2019 and 59 closed out, a net change of +1 holder.
  • The largest Pinnacle West Capital buyer in Q1 2019 was Vanguard Group, an estimated $73.6M added.
  • The largest Pinnacle West Capital seller in Q1 2019 was BlackRock, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2019.