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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
EIP
76
Epoch Investment Partners
New York
$18.2M -$136K -1,449 -0.8%
AL
77
AJO LP
Pennsylvania
$17.9M -$505K -5,362 -3%
MCIM
78
Meadow Creek Investment Management
Georgia
$17.6M -$2.36M -25,058 -12%
Teacher Retirement System of Texas
79
Teacher Retirement System of Texas
Texas
$17.2M -$1.07M -11,412 -6%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$17M +$307K +3,259 +2%
SEI Investments
81
SEI Investments
Pennsylvania
$16.2M +$1.15M +12,208 +8%
OAC
82
OMERS Administration Corp
Ontario, Canada
$16.1M +$3.75M +39,800 +31%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$16M -$868K -9,213 -5%
Barclays
84
Barclays
United Kingdom
$16M -$10.7M -113,898 -41%
Millennium Management
85
Millennium Management
New York
$15.9M -$4.15M -44,104 -21%
AAMU
86
Amundi Asset Management US
Massachusetts
$15.5M -$836K -8,870 -5%
GLA
87
Great Lakes Advisors
Illinois
$15.5M +$621K +6,595 +4%
Robeco Institutional Asset Management
88
Robeco Institutional Asset Management
Netherlands
$15.4M -$23.9M -254,011 -62%
TD Asset Management
89
TD Asset Management
Ontario, Canada
$14.7M +$1.08M +11,490 +8%
EP
90
Elkfork Partners
Oregon
$14.5M -$1.94M -20,636 -12%
PI
91
Putnam Investments
Massachusetts
$14.1M +$195K +2,068 +1%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$13.9M +$1.39M +14,784 +12%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$13.2M -$282K -2,999 -2%
Mitsubishi UFJ Trust & Banking
94
Mitsubishi UFJ Trust & Banking
Japan
$13.2M +$526K +5,589 +4%
Adage Capital Partners
95
Adage Capital Partners
Massachusetts
$13.2M -$122K -1,300 -0.9%
Schroder Investment Management Group
96
Schroder Investment Management Group
United Kingdom
$12.9M +$12.4M +131,941 New
Korea Investment Corp
97
Korea Investment Corp
South Korea
$12.1M -$2.36M -25,100 -17%
FIM
98
Foresters Investment Management
New York
$12M -$6.97M -73,995 -37%
GHA
99
GW Henssler & Associates
Georgia
$11.8M +$610K +6,480 +6%
Axa
100
Axa
France
$11.7M +$5.21M +55,281 +84%

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.