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Pinnacle West Capital
PNW

535 hedge funds and large institutions have $9.43B invested in Pinnacle West Capital in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 210 increasing their positions, 150 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 34

40% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 150

4% more funds holding

Funds holding: 516 → 535 (+19)

3.07% more ownership

Funds ownership: 86.32% → 89.39% (+3.1%)

2% more capital invested

Capital invested by funds: $9.25B → $9.43B (+$182M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

5% less call options, than puts

Call options by funds: $11.1M | Put options by funds: $11.7M

Holders
535
Holders Change
+19
Holders Change %
+3.68%
% of All Funds
11.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
60
Increased
210
Reduced
150
Closed
34
Calls
$11.1M
Puts
$11.7M
Net Calls
-$525K
Net Calls Change
+$2.41M

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$121M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$53.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$43.9M
4
Wells Fargo
Wells Fargo
California
+$34.9M
5
First Trust Advisors
First Trust Advisors
Illinois
+$34.1M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$152M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$61.5M
3
Millennium Management
Millennium Management
New York
-$37.4M
4
Goldman Sachs
Goldman Sachs
New York
-$30.3M
5
H
Hexavest
Quebec, Canada
-$25M
Name Holding Trade Value Shares
Change 		Change in
Stake
EMG
551
ETF Managers Group
New Jersey
– -$175K -1,827 Closed
WAM
552
Wealthspire Advisors (Maryland)
Maryland
– -$110K -1,153 Closed
SL
553
Salomon & Ludwin
Virginia
– -$103K -1,077 Closed
SWM
554
SeaCrest Wealth Management
New York
– -$58K -608 Closed
CAM
555
Cresset Asset Management
Illinois
– -$38K -400 Closed
PI
556
PEAK6 Investments
Illinois
– -$20K -206 Closed
AIA
557
Alera Investment Advisors
Illinois
– -$16K -170 Closed
FC
558
Ferris Capital
Massachusetts
– -$12K -127 Closed
PWM
559
PRW Wealth Management
Massachusetts
– -$9K -89 Closed
EI
560
Ellevest Inc
New York
– -$4K -46 Closed
FGAM
561
Financial Gravity Asset Management
Texas
– -$2.57K -27 -87%
AIC
562
Ameritas Investment Company
Nebraska
– -$2K -20 Closed
VFA
563
Valeo Financial Advisors
Indiana
– -$2K -20 Closed
FCA
564
FinTrust Capital Advisors
South Carolina
– -$2K -19 Closed
BFEC
565
Benjamin F. Edwards & Company
Missouri
– -$1K -10 Closed
BBHC
566
Brown Brothers Harriman & Co
New York
– -$286 -3 -60%
LFG
567
Larson Financial Group
Missouri
– -$191 -2 -29%
19 20 21 22
23

PNW Hedge Fund Activity: Q2 2019 in Review

535 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q2 2019, worth a combined $9.43B — up 2% from $9.25B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new PNW positions and 34 closed out — a net gain of 26 holders — while 210 added to existing stakes and 150 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $121M. The largest seller was Boston Partners, cutting an estimated $152M.

  • 535 institutional investors held Pinnacle West Capital (PNW) as of Q2 2019, up from 516 in Q1 2019.
  • Funds reported $9.43B of Pinnacle West Capital stock for Q2 2019, up 2% quarter-over-quarter.
  • 60 funds opened new Pinnacle West Capital positions in Q2 2019 and 34 closed out, a net change of +26 holders.
  • The largest Pinnacle West Capital buyer in Q2 2019 was Nuveen, an estimated $121M added.
  • The largest Pinnacle West Capital seller in Q2 2019 was Boston Partners, an estimated $152M sold.

Based on aggregated 13F filings for Q2 2019.