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Pinnacle West Capital

516 hedge funds and large institutions have $9.25B invested in Pinnacle West Capital in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 203 increasing their positions, 155 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 155

14% more capital invested

Capital invested by funds: $8.14B → $9.25B (+$1.11B)

2% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 59

0.74% more ownership

Funds ownership: 85.58%86.32% (+0.74%)

1% less funds holding

Funds holding: 521516 (-5)

20% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $14.5M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
516
Holders Change
-5
Holders Change %
-0.96%
% of All Funds
11.17%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
60
Increased
203
Reduced
155
Closed
59
Calls
$11.6M
Puts
$14.5M
Net Calls
-$2.94M
Net Calls Change
-$6.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.28B +$73.6M +815,038 +6%
BlackRock
2
BlackRock
New York
$1.19B -$124M -1,372,308 -10%
State Street
3
State Street
Massachusetts
$599M +$9.61M +106,472 +2%
American Century Companies
4
American Century Companies
Missouri
$348M +$59.1M +654,505 +22%
Boston Partners
5
Boston Partners
Massachusetts
$325M -$17.6M -195,133 -5%
Renaissance Technologies
6
Renaissance Technologies
New York
$258M -$42.1M -466,300 -15%
Capital World Investors
7
Capital World Investors
California
$239M
Invesco
8
Invesco
Georgia
$234M +$18.8M +208,017 +9%
AQR Capital Management
9
AQR Capital Management
Connecticut
$223M +$69.4M +769,165 +49%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$159M +$12M +132,916 +9%
Barrow, Hanley, Mewhinney & Strauss
11
Barrow, Hanley, Mewhinney & Strauss
Texas
$157M -$57.4M -636,164 -28%
Northern Trust
12
Northern Trust
Illinois
$152M +$9.99M +110,727 +8%
Franklin Resources
13
Franklin Resources
California
$136M -$12.1M -134,634 -9%
Legal & General Group
14
Legal & General Group
United Kingdom
$131M +$10.8M +119,715 +10%
TCIM
15
TIAA CREF Investment Management
New York
$129M -$765K -8,476 -0.6%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$128M +$1.39M +15,415 +1%
Wells Fargo
17
Wells Fargo
California
$115M +$50.5M +559,462 +86%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$114M +$1.46M +16,185 +1%
Goldman Sachs
19
Goldman Sachs
New York
$113M -$2.17M -24,039 -2%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$98.8M +$15M +166,323 +19%
DPIM
21
Duff & Phelps Investment Management
Illinois
$95.6M
Norges Bank
22
Norges Bank
Norway
$77M +$9.96M +110,367 +16%
Adage Capital Partners
23
Adage Capital Partners
Massachusetts
$74.8M -$18.2M -202,200 -21%
Ameriprise
24
Ameriprise
Minnesota
$70.4M -$5.12M -56,776 -7%
Charles Schwab
25
Charles Schwab
California
$67.9M +$3.85M +42,618 +6%

PNW Hedge Fund Activity: Q1 2019 in Review

516 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q1 2019, worth a combined $9.25B — up 14% from $8.14B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new PNW positions and 59 closed out — a net gain of 1 holder — while 203 added to existing stakes and 155 trimmed.

The largest buyer was Vanguard Group, adding an estimated $73.6M. The largest seller was BlackRock, cutting an estimated $124M.

  • 516 institutional investors held Pinnacle West Capital (PNW) as of Q1 2019, down from 521 in Q4 2018.
  • Funds reported $9.25B of Pinnacle West Capital stock for Q1 2019, up 14% quarter-over-quarter.
  • 60 funds opened new Pinnacle West Capital positions in Q1 2019 and 59 closed out, a net change of +1 holder.
  • The largest Pinnacle West Capital buyer in Q1 2019 was Vanguard Group, an estimated $73.6M added.
  • The largest Pinnacle West Capital seller in Q1 2019 was BlackRock, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2019.