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Pinnacle West Capital

479 hedge funds and large institutions have $7.44B invested in Pinnacle West Capital in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 169 increasing their positions, 160 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $4.43M | Put options by funds: $1.32M

6% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 160

0.27% more ownership

Funds ownership: 83.11%83.38% (+0.27%)

0% less capital invested

Capital invested by funds: $7.47B → $7.44B (-$33.2M)

2% less funds holding

Funds holding: 490479 (-11)

13% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 56

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
479
Holders Change
-11
Holders Change %
-2.24%
% of All Funds
10.95%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
49
Increased
169
Reduced
160
Closed
56
Calls
$4.43M
Puts
$1.32M
Net Calls
+$3.1M
Net Calls Change
+$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
DRZID
51
DePrince Race & Zollo Inc (DRZ)
Florida
$26M +$721K +8,976 +3%
VRS
52
Virginia Retirement Systems
Virginia
$23.7M
Barclays
53
Barclays
United Kingdom
$20.5M -$11.7M -146,001 -36%
PCA
54
Personal Capital Advisors
California
$20.4M +$13.9M +173,082 +204%
H
55
Hexavest
Quebec, Canada
$20.3M -$1.03M -12,810 -5%
FIM
56
Foresters Investment Management
New York
$20.1M +$2.63M +32,700 +15%
Robeco Institutional Asset Management
57
Robeco Institutional Asset Management
Netherlands
$19.1M +$121K +1,504 +0.6%
JP Morgan Chase
58
JP Morgan Chase
New York
$19.1M +$7.22M +89,851 +60%
USAA
59
United Services Automobile Association
Texas
$18.9M -$1.31M -16,288 -6%
AL
60
AJO LP
Pennsylvania
$18.8M -$18.6M -231,774 -49%
AG
61
Aperio Group
California
$18.1M +$23.2K +289 +0.1%
Asset Management One
62
Asset Management One
Japan
$18.1M -$34.1K -424 -0.2%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$17.8M -$447K -5,566 -2%
GC
64
Guggenheim Capital
Illinois
$17.8M +$572K +7,122 +3%
EIP
65
Epoch Investment Partners
New York
$17.3M -$803K -10,001 -4%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.9M -$211K -2,632 -1%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$16.1M +$145K +1,800 +0.9%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$15.9M -$5.86K -73 -0%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$15.9M -$413K -5,144 -3%
KCM
70
Kennedy Capital Management
Missouri
$15.7M +$13.9M +173,490 +694%
Lazard Asset Management
71
Lazard Asset Management
New York
$15.5M +$2.73M +34,042 +21%
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$15.4M -$892K -11,111 -5%
Federated Hermes
73
Federated Hermes
Pennsylvania
$15.4M +$6.74M +83,917 +76%
AllianceBernstein
74
AllianceBernstein
Tennessee
$13.8M -$4.58K -57 -0%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$13.8M +$1.91M +23,762 +16%

PNW Hedge Fund Activity: Q3 2018 in Review

479 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q3 2018, worth a combined $7.44B — down 0.44% from $7.47B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of PNW and 49 opened new positions — a net loss of 7 holders — while 160 trimmed existing stakes and 169 added.

The largest buyer was Renaissance Technologies, adding an estimated $89.7M. The largest seller was Millennium Management, cutting an estimated $90.8M.

  • 479 institutional investors held Pinnacle West Capital (PNW) as of Q3 2018, down from 490 in Q2 2018.
  • Funds reported $7.44B of Pinnacle West Capital stock for Q3 2018, down 0.44% quarter-over-quarter.
  • 49 funds opened new Pinnacle West Capital positions in Q3 2018 and 56 closed out, a net change of -7 holders.
  • The largest Pinnacle West Capital buyer in Q3 2018 was Renaissance Technologies, an estimated $89.7M added.
  • The largest Pinnacle West Capital seller in Q3 2018 was Millennium Management, an estimated $90.8M sold.

Based on aggregated 13F filings for Q3 2018.