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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
SA
501
SRH Advisors
Kansas
$11K
VCM
502
Versant Capital Management
Arizona
$11K
GI
503
Gradient Investments
Minnesota
$11K +$942 +10 +10%
WWM
504
Willingdon Wealth Management
North Carolina
$10K
PFBT
505
Parkside Financial Bank & Trust
Missouri
$10K +$2.73K +29 +41%
GAM
506
Gemmer Asset Management
California
$9K
NFG
507
Next Financial Group
Texas
$9K
SLF
508
Sun Life Financial
Ontario, Canada
$9K
WTC
509
WhitTier Trust Company
Nevada
$8K
GT
510
Glenmede Trust
Pennsylvania
$7.89K +$6.8M +72,212 +795%
EFSCE
511
Enterprise Financial Services Corp (EFSC)
Missouri
$7K +$2.07K +22 +43%
CFG
512
Citizens Financial Group
Rhode Island
$5K -$1.79K -19 -26%
BL
513
Balentine LLC
Georgia
$5K
BFC
514
Bedel Financial Consulting
Indiana
$5K
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$5K
Kayne Anderson Rudnick Investment Management
516
Kayne Anderson Rudnick Investment Management
California
$5K
EW
517
Evoke Wealth
California
$3.89K +$3.77K +40 New
TL
518
TrueWealth LLC
Georgia
$3K
Fidelity International
519
Fidelity International
Bermuda
$2K -$283 -3 -16%
SCA
520
Stonebridge Capital Advisors
Minnesota
$2K
TF
521
TimeScale Financial
Massachusetts
$2K
GWS
522
Glassman Wealth Services
Virginia
$2K +$565 +6 +55%
PO
523
Private Ocean
California
$2K +$1.7K +18 New
IFAM
524
Institutional & Family Asset Management
Colorado
$2K +$1.79K +19 New
HR
525
Howe & Rusling
New York
$1K -$1.6K -17 -63%

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.