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Pinnacle West Capital
PNW

516 hedge funds and large institutions have $8.63B invested in Pinnacle West Capital in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 167 increasing their positions, 181 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $4.38M | Put options by funds: $1.33M

5% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 66

8% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 181

1.33% less ownership

Funds ownership: 86.79% → 85.45% (-1.3%)

3% less funds holding

Funds holding: 534 → 516 (-18)

9% less capital invested

Capital invested by funds: $9.45B → $8.63B (-$815M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
516
Holders Change
-18
Holders Change %
-3.37%
% of All Funds
10.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
63
Increased
167
Reduced
181
Closed
66
Calls
$4.38M
Puts
$1.33M
Net Calls
+$3.05M
Net Calls Change
+$942K

Top Buyers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
+$75.2M
2
BlackRock
BlackRock
New York
+$63.5M
3
Deutsche Bank
Deutsche Bank
Germany
+$57.1M
4
CIA
ClearBridge Investments (Australia)
Australia
+$46M
5
State Street
State Street
Massachusetts
+$32.3M

Top Sellers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$88.8M
2
Boston Partners
Boston Partners
Massachusetts
-$65M
3
WHRC
W.H. Reaves & Co
New Jersey
-$31.4M
4
BPSG
Brookfield Public Securities Group
New York
-$28.3M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$25.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
EW
501
Evoke Wealth
California
$1.81K -$1.8K -20 -50%
HWA
502
Heritage Wealth Advisors
Virginia
$1.26K +$1.26K +14 New
WQ
503
Wealth Quarterback
New Jersey
$1.08K +$1.08K +12 New
AWA
504
Arkadios Wealth Advisors
Georgia
$1K +$902 +10 New
BL
505
Balentine LLC
Georgia
$1K -$3.61K -40 -75%
GWS
506
Glassman Wealth Services
Virginia
$1K -$541 -6 -35%
FANJ
507
Financial Architects (New Jersey)
New Jersey
$1K – – –
OAM
508
Oppenheimer Asset Management
New York
$1K – – –
SL
509
Salomon & Ludwin
Virginia
$1K – – –
TF
510
TimeScale Financial
Massachusetts
$1K – – –
PA
511
Procyon Advisors
Connecticut
$1K +$632 +7 New
LWM
512
Liberty Wealth Management
California
$1K +$1.44K +16 New
Boston Partners
513
Boston Partners
Massachusetts
– -$65M -669,739 Closed
OAC
514
OMERS Administration Corp
Ontario, Canada
– -$16.1M -166,200 Closed
BBL
515
Beck Bode LLC
Massachusetts
– -$8.94M -92,099 Closed
MSE
516
MUFG Securities EMEA
United Kingdom
– -$8.91M -91,800 Closed
QIM
517
Quantitative Investment Management
Virginia
– -$7.98M -82,257 Closed
DA
518
Duality Advisers
Florida
– -$6.1M -62,830 Closed
KCM
519
Kennedy Capital Management
Missouri
– -$5.82M -59,980 Closed
Squarepoint
520
Squarepoint
New York
– -$5.79M -59,599 Closed
Voloridge Investment Management
521
Voloridge Investment Management
Florida
– -$5.4M -55,607 Closed
MPM
522
Meritage Portfolio Management
Kansas
– -$4.3M -44,317 Closed
CC
523
Cipher Capital
New York
– -$4.05M -41,742 Closed
CIC
524
Cornercap Investment Counsel
Georgia
– -$2.85M -29,390 Closed
QC
525
Quadrature Capital
United Kingdom
– -$2.81M -28,923 Closed
19 20
21
22 23

PNW Hedge Fund Activity: Q4 2019 in Review

516 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q4 2019, worth a combined $8.63B — down 8.6% from $9.45B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of PNW and 63 opened new positions — a net loss of 3 holders — while 181 trimmed existing stakes and 167 added.

The largest buyer was Zimmer Partners, adding an estimated $75.2M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $88.8M.

  • 516 institutional investors held Pinnacle West Capital (PNW) as of Q4 2019, down from 534 in Q3 2019.
  • Funds reported $8.63B of Pinnacle West Capital stock for Q4 2019, down 8.6% quarter-over-quarter.
  • 63 funds opened new Pinnacle West Capital positions in Q4 2019 and 66 closed out, a net change of -3 holders.
  • The largest Pinnacle West Capital buyer in Q4 2019 was Zimmer Partners, an estimated $75.2M added.
  • The largest Pinnacle West Capital seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $88.8M sold.

Based on aggregated 13F filings for Q4 2019.