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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
BlackRock
1
BlackRock
New York
$1.1B +$128M +1,642,393 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$967M +$6.49M +83,001 +0.7%
State Street
3
State Street
Massachusetts
$465M +$56.1K +717 +0%
Boston Partners
4
Boston Partners
Massachusetts
$297M +$7.33M +93,700 +3%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$231M +$27.9M +356,363 +14%
American Century Companies
6
American Century Companies
Missouri
$213M -$5.61M -71,690 -3%
Capital World Investors
7
Capital World Investors
California
$201M
Millennium Management
8
Millennium Management
New York
$201M +$49.7M +634,929 +34%
Invesco
9
Invesco
Georgia
$167M +$35.2M +449,472 +28%
Goldman Sachs
10
Goldman Sachs
New York
$152M -$8.77M -112,104 -6%
Franklin Resources
11
Franklin Resources
California
$125M -$107K -1,362 -0.1%
TCIM
12
TIAA CREF Investment Management
New York
$115M +$32.5M +415,316 +41%
AQR Capital Management
13
AQR Capital Management
Connecticut
$114M +$13.3M +169,634 +14%
Northern Trust
14
Northern Trust
Illinois
$112M -$443K -5,670 -0.4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$111M +$4.19M +53,520 +4%
Renaissance Technologies
16
Renaissance Technologies
New York
$110M +$23M +294,600 +27%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$98.7M -$375K -4,797 -0.4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$97.9M +$627K +8,016 +0.7%
Legal & General Group
19
Legal & General Group
United Kingdom
$87.9M +$2.93M +37,427 +4%
DPIM
20
Duff & Phelps Investment Management
Illinois
$80.6M
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$68.9M +$4.17M +53,320 +7%
Ameriprise
22
Ameriprise
Minnesota
$62.5M -$8.15M -104,262 -12%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$56.8M +$27.5K +351 +0%
Norges Bank
24
Norges Bank
Norway
$56M +$1.01M +12,898 +2%
ZP
25
Zimmer Partners
New York
$54.3M +$23.5M +300,000 +80%

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.