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Pinnacle West Capital

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: 516535 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
76
Foresters Investment Management
New York
$18.6M -$5.02M -52,705 -21%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$18.5M +$82.7K +868 +0.4%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$18.4M -$4.1K -43 -0%
AL
79
AJO LP
Pennsylvania
$17.9M +$8.77K +92 +0%
Principal Financial Group
80
Principal Financial Group
Iowa
$17.8M +$1.78M +18,710 +11%
EIP
81
Epoch Investment Partners
New York
$17.7M -$1.15M -12,109 -6%
Teacher Retirement System of Texas
82
Teacher Retirement System of Texas
Texas
$17.7M +$15.6M +163,480 +653%
USAA
83
United Services Automobile Association
Texas
$17.5M +$2.89M +30,354 +19%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$17.4M -$1.75M -18,392 -9%
CWM
85
CIBC World Markets
New York
$17.1M +$15.9M +166,461 +1,121%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$17M +$639K +6,704 +4%
AllianceBernstein
87
AllianceBernstein
Tennessee
$16.5M +$41.9K +440 +0.3%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$16.4M +$2.87M +30,073 +21%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$16.2M +$970K +10,182 +6%
EP
90
Elkfork Partners
Oregon
$16M +$1.12M +11,760 +7%
AAMU
91
Amundi Asset Management US
Massachusetts
$15.9M +$631K +6,621 +4%
WI
92
Wafra Inc
New York
$15.4M
CSS
93
Cubist Systematic Strategies
Connecticut
$14.7M +$12.1M +127,185 +431%
ACI
94
AMP Capital Investors
Australia
$14.6M +$1.98M +20,760 +15%
SEI Investments
95
SEI Investments
Pennsylvania
$14.6M +$3.77M +39,515 +34%
GLA
96
Great Lakes Advisors
Illinois
$14.4M +$6.42M +67,336 +79%
Korea Investment Corp
97
Korea Investment Corp
South Korea
$14.1M +$7.13M +74,800 +99%
PI
98
Putnam Investments
Massachusetts
$13.5M +$195K +2,045 +1%
TD Asset Management
99
TD Asset Management
Ontario, Canada
$13.2M -$194K -2,033 -1%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$13.1M -$202K -2,120 -1%

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.