We are live on ! Find out more
PNW icon

Pinnacle West Capital

442 hedge funds and large institutions have $6.98B invested in Pinnacle West Capital in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 157 increasing their positions, 163 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $4.23M | Put options by funds: $2.71M

0.49% less ownership

Funds ownership: 83.81%83.32% (-0.49%)

4% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 163

2% less funds holding

Funds holding: 450442 (-8)

7% less capital invested

Capital invested by funds: $7.54B → $6.98B (-$561M)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
442
Holders Change
-8
Holders Change %
-1.78%
% of All Funds
11.79%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
27
Increased
157
Reduced
163
Closed
33
Calls
$4.23M
Puts
$2.71M
Net Calls
+$1.52M
Net Calls Change
-$4.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$25M -$12.7M -163,221 -33%
Allianz Asset Management
52
Allianz Asset Management
Germany
$24.7M -$1.3M -16,671 -5%
UBS AM
53
UBS AM
Illinois
$24.6M -$4.41M -56,584 -15%
Victory Capital Management
54
Victory Capital Management
Texas
$23.7M -$7.65M -98,270 -24%
BIM
55
BlackRock Investment Management
Delaware
$23.5M +$189K +2,432 +0.8%
Swiss National Bank
56
Swiss National Bank
Switzerland
$23.4M -$304K -3,900 -1%
T
57
TOBAM
France
$23M +$4M +51,375 +20%
CC
58
Carlson Capital
Texas
$22.6M +$5.1M +65,500 +28%
BlackRock
59
BlackRock
New York
$21.7M +$294K +3,774 +1%
DRZID
60
DePrince Race & Zollo Inc (DRZ)
Florida
$21.7M -$2.33M -29,960 -9%
Zurich Cantonal Bank
61
Zurich Cantonal Bank
Switzerland
$21.1M +$964K +12,376 +5%
JP Morgan Chase
62
JP Morgan Chase
New York
$20.3M -$358K -4,595 -2%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$20.2M +$2.78M +35,650 +15%
Robeco Institutional Asset Management
64
Robeco Institutional Asset Management
Netherlands
$19.9M
Dimensional Fund Advisors
65
Dimensional Fund Advisors
Texas
$19.7M +$1.12M +14,419 +6%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$19.5M -$2.51M -32,208 -11%
Renaissance Technologies
67
Renaissance Technologies
New York
$19.1M -$13M -167,000 -40%
Barclays
68
Barclays
United Kingdom
$18.7M +$12.5M +160,105 +187%
VRS
69
Virginia Retirement Systems
Virginia
$18.6M
JIR
70
James Investment Research
Ohio
$18.6M -$26.4K -339 -0.1%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$18.5M +$164K +2,100 +0.9%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$17.6M +$235K +3,022 +1%
CS
73
Credit Suisse
Switzerland
$17.6M +$1.13M +14,451 +7%
LSV Asset Management
74
LSV Asset Management
Illinois
$17.4M -$2.45M -31,500 -12%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$17.4M -$1.81M -23,300 -9%

PNW Hedge Fund Activity: Q3 2016 in Review

442 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q3 2016, worth a combined $6.98B — down 7.4% from $7.54B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PNW and 27 opened new positions — a net loss of 6 holders — while 163 trimmed existing stakes and 157 added.

The largest buyer was LNZ Capital, adding an estimated $37M. The largest seller was Capital World Investors, cutting an estimated $66.2M.

  • 442 institutional investors held Pinnacle West Capital (PNW) as of Q3 2016, down from 450 in Q2 2016.
  • Funds reported $6.98B of Pinnacle West Capital stock for Q3 2016, down 7.4% quarter-over-quarter.
  • 27 funds opened new Pinnacle West Capital positions in Q3 2016 and 33 closed out, a net change of -6 holders.
  • The largest Pinnacle West Capital buyer in Q3 2016 was LNZ Capital, an estimated $37M added.
  • The largest Pinnacle West Capital seller in Q3 2016 was Capital World Investors, an estimated $66.2M sold.

Based on aggregated 13F filings for Q3 2016.