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Pinnacle West Capital

490 hedge funds and large institutions have $7.47B invested in Pinnacle West Capital in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 160 increasing their positions, 186 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

16% more call options, than puts

Call options by funds: $3.98M | Put options by funds: $3.45M

1% more capital invested

Capital invested by funds: $7.43B → $7.47B (+$41.4M)

0.3% less ownership

Funds ownership: 83.41%83.11% (-0.3%)

1% less funds holding

Funds holding: 494490 (-4)

2% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 45

14% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 186

Holders
490
Holders Change
-4
Holders Change %
-0.81%
% of All Funds
11.22%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
44
Increased
160
Reduced
186
Closed
45
Calls
$3.98M
Puts
$3.45M
Net Calls
+$537K
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
76
Principal Financial Group
Iowa
$13.9M +$563K +7,200 +4%
Janus Henderson Group
77
Janus Henderson Group
United Kingdom
$13.8M -$54.2M -692,768 -80%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$13.3M -$902K -11,530 -7%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$13.3M +$7.83M +100,163 +155%
Lazard Asset Management
80
Lazard Asset Management
New York
$13M +$7.06M +90,226 +126%
BC
81
Blackstart Capital
New York
$12.5M +$6.11M +78,161 +102%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$12.5M -$443K -5,668 -4%
RJA
83
Raymond James & Associates
Florida
$12.4M +$1.25M +15,949 +12%
JP Morgan Chase
84
JP Morgan Chase
New York
$12.2M -$13M -166,169 -52%
HSBC Holdings
85
HSBC Holdings
United Kingdom
$12.1M -$7.99M -102,105 -40%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$12.1M -$410K -5,240 -3%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$11.9M -$2.13M -27,229 -16%
CS
88
Credit Suisse
Switzerland
$11.8M +$451K +5,765 +4%
Adage Capital Partners
89
Adage Capital Partners
Massachusetts
$11.8M -$31.4M -401,800 -73%
Zurich Cantonal Bank
90
Zurich Cantonal Bank
Switzerland
$11.8M -$1.48M -18,944 -11%
Prudential Financial
91
Prudential Financial
New Jersey
$10.7M -$350K -4,480 -3%
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
$10.5M -$17.4M -223,059 -63%
MCIM
93
Meadow Creek Investment Management
Georgia
$9.96M +$39.9K +510 +0.4%
SEI Investments
94
SEI Investments
Pennsylvania
$9.39M -$6.19M -79,106 -40%
Canada Pension Plan Investment Board
95
Canada Pension Plan Investment Board
Ontario, Canada
$9.29M -$7.74M -98,900 -46%
LSV Asset Management
96
LSV Asset Management
Illinois
$9.25M -$907K -11,600 -9%
Federated Hermes
97
Federated Hermes
Pennsylvania
$8.94M -$331K -4,235 -4%
ASRS
98
Arizona State Retirement System
Arizona
$8.65M -$129K -1,649 -2%
Squarepoint
99
Squarepoint
New York
$8.48M -$588K -7,514 -7%
Canada Life
100
Canada Life
Manitoba, Canada
$8.41M +$1.27M +16,295 +19%

PNW Hedge Fund Activity: Q2 2018 in Review

490 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q2 2018, worth a combined $7.47B — up 0.56% from $7.43B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of PNW and 44 opened new positions — a net loss of 1 holder — while 186 trimmed existing stakes and 160 added.

The largest buyer was BlackRock, adding an estimated $128M. The largest seller was Wedge Capital Management, exiting entirely with an estimated $137M sold.

  • 490 institutional investors held Pinnacle West Capital (PNW) as of Q2 2018, down from 494 in Q1 2018.
  • Funds reported $7.47B of Pinnacle West Capital stock for Q2 2018, up 0.56% quarter-over-quarter.
  • 44 funds opened new Pinnacle West Capital positions in Q2 2018 and 45 closed out, a net change of -1 holder.
  • The largest Pinnacle West Capital buyer in Q2 2018 was BlackRock, an estimated $128M added.
  • The largest Pinnacle West Capital seller in Q2 2018 was Wedge Capital Management, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2018.