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Pinnacle West Capital

479 hedge funds and large institutions have $7.44B invested in Pinnacle West Capital in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 169 increasing their positions, 160 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $4.43M | Put options by funds: $1.32M

6% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 160

0.27% more ownership

Funds ownership: 83.11%83.38% (+0.27%)

0% less capital invested

Capital invested by funds: $7.47B → $7.44B (-$33.2M)

2% less funds holding

Funds holding: 490479 (-11)

13% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 56

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
479
Holders Change
-11
Holders Change %
-2.24%
% of All Funds
10.95%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
49
Increased
169
Reduced
160
Closed
56
Calls
$4.43M
Puts
$1.32M
Net Calls
+$3.1M
Net Calls Change
+$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.02B -$58.2M -724,235 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$963M +$12.5M +155,601 +1%
State Street
3
State Street
Massachusetts
$467M +$9.85M +122,656 +2%
Boston Partners
4
Boston Partners
Massachusetts
$311M +$19.2M +239,292 +6%
American Century Companies
5
American Century Companies
Missouri
$230M +$21M +261,996 +10%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$218M -$9.02M -112,268 -4%
Capital World Investors
7
Capital World Investors
California
$198M
Renaissance Technologies
8
Renaissance Technologies
New York
$197M +$89.7M +1,117,100 +82%
Invesco
9
Invesco
Georgia
$162M -$2.39M -29,760 -1%
TCIM
10
TIAA CREF Investment Management
New York
$131M +$18.4M +229,299 +16%
Ameriprise
11
Ameriprise
Minnesota
$126M +$5.35M +66,564 +9%
Franklin Resources
12
Franklin Resources
California
$123M +$472K +5,882 +0.4%
Goldman Sachs
13
Goldman Sachs
New York
$115M -$35.3M -439,547 -23%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$113M +$16.6M +206,126 +17%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$112M +$2.48M +30,838 +2%
AQR Capital Management
16
AQR Capital Management
Connecticut
$111M -$1.9M -23,657 -2%
Northern Trust
17
Northern Trust
Illinois
$109M -$921K -11,468 -0.8%
Millennium Management
18
Millennium Management
New York
$108M -$90.8M -1,130,862 -45%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$97.4M +$1.19M +14,806 +1%
Legal & General Group
20
Legal & General Group
United Kingdom
$89.9M +$3.52M +43,880 +4%
DPIM
21
Duff & Phelps Investment Management
Illinois
$79.2M
Deutsche Bank
22
Deutsche Bank
Germany
$62.9M +$34.5M +429,016 +117%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$62.3M +$18.9M +235,397 +43%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$57.6M +$1.72M +21,402 +3%
Norges Bank
25
Norges Bank
Norway
$55M

PNW Hedge Fund Activity: Q3 2018 in Review

479 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q3 2018, worth a combined $7.44B — down 0.44% from $7.47B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of PNW and 49 opened new positions — a net loss of 7 holders — while 160 trimmed existing stakes and 169 added.

The largest buyer was Renaissance Technologies, adding an estimated $89.7M. The largest seller was Millennium Management, cutting an estimated $90.8M.

  • 479 institutional investors held Pinnacle West Capital (PNW) as of Q3 2018, down from 490 in Q2 2018.
  • Funds reported $7.44B of Pinnacle West Capital stock for Q3 2018, down 0.44% quarter-over-quarter.
  • 49 funds opened new Pinnacle West Capital positions in Q3 2018 and 56 closed out, a net change of -7 holders.
  • The largest Pinnacle West Capital buyer in Q3 2018 was Renaissance Technologies, an estimated $89.7M added.
  • The largest Pinnacle West Capital seller in Q3 2018 was Millennium Management, an estimated $90.8M sold.

Based on aggregated 13F filings for Q3 2018.