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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
Russell Investments Group
51
Russell Investments Group
United Kingdom
$27M -$1.03M -10,939 -4%
Morgan Stanley
52
Morgan Stanley
New York
$25.3M -$8.9M -94,518 -27%
VRS
53
Virginia Retirement Systems
Virginia
$25.2M
AG
54
Aperio Group
California
$25M -$708K -7,511 -3%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$24.7M +$24M +254,664 New
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$22.9M +$5.21M +55,289 +31%
UBS Group
57
UBS Group
Switzerland
$22.3M +$14.3M +151,334 +193%
JP Morgan Chase
58
JP Morgan Chase
New York
$22.2M -$27.7M -294,506 -56%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$21.9M +$299K +3,174 +1%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.6M +$1.26M +13,428 +6%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$21.3M +$126K +1,341 +0.6%
ACI
62
AMP Capital Investors
Australia
$21.1M +$5.68M +60,328 +39%
Federated Hermes
63
Federated Hermes
Pennsylvania
$20.5M +$241K +2,556 +1%
LSV Asset Management
64
LSV Asset Management
Illinois
$20.5M -$2.14M -22,700 -10%
Canada Life
65
Canada Life
Manitoba, Canada
$20.2M -$631K -6,701 -3%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$20.1M
AllianceBernstein
67
AllianceBernstein
Tennessee
$20M +$2.86M +30,335 +17%
WI
68
Wafra Inc
New York
$20M +$3.93M +41,717 +25%
DRZID
69
DePrince Race & Zollo Inc (DRZ)
Florida
$19.9M -$1.17M -12,457 -6%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$19.2M +$56.9K +604 +0.3%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$18.6M -$374K -3,973 -2%
Canada Pension Plan Investment Board
72
Canada Pension Plan Investment Board
Ontario, Canada
$18.5M -$4.62M -49,039 -20%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$18.5M +$518K +5,502 +3%
Principal Financial Group
74
Principal Financial Group
Iowa
$18.4M +$64.3K +683 +0.4%
QI
75
QS Investors
New York
$18.3M +$5.17M +54,854 +41%

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.