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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.3B +$43.9M +460,562 +3%
BlackRock
2
BlackRock
New York
$1.18B +$4.72M +49,482 +0.4%
State Street
3
State Street
Massachusetts
$609M +$20.1M +210,589 +3%
American Century Companies
4
American Century Companies
Missouri
$365M +$23M +241,750 +7%
AQR Capital Management
5
AQR Capital Management
Connecticut
$273M +$53.9M +565,847 +24%
Renaissance Technologies
6
Renaissance Technologies
New York
$264M +$10.4M +109,400 +4%
Invesco
7
Invesco
Georgia
$243M +$12.5M +131,640 +5%
Capital World Investors
8
Capital World Investors
California
$235M +$72.6K +762 +0%
Boston Partners
9
Boston Partners
Massachusetts
$169M -$152M -1,596,090 -47%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$165M +$9.2M +96,514 +6%
Northern Trust
11
Northern Trust
Illinois
$152M +$2.7M +28,316 +2%
Wells Fargo
12
Wells Fargo
California
$148M +$34.9M +366,298 +30%
Legal & General Group
13
Legal & General Group
United Kingdom
$145M +$15.6M +163,654 +12%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$139M -$16.6M -174,230 -11%
Franklin Resources
15
Franklin Resources
California
$137M +$2.69M +28,211 +2%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$127M +$1.24M +13,011 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$125M +$13M +136,394 +11%
N
18
Nuveen
North Carolina
$120M +$121M +1,273,612 New
Wellington Management Group
19
Wellington Management Group
Massachusetts
$106M +$9.08M +95,264 +9%
DPIM
20
Duff & Phelps Investment Management
Illinois
$94.1M
First Trust Advisors
21
First Trust Advisors
Illinois
$82.7M +$34.1M +358,171 +69%
Goldman Sachs
22
Goldman Sachs
New York
$81.6M -$30.3M -317,506 -27%
Norges Bank
23
Norges Bank
Norway
$79.9M +$4.16M +43,629 +5%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$78.7M +$13.6M +142,716 +21%
PAM
25
Panagora Asset Management
Massachusetts
$77.5M +$15.8M +165,310 +25%

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.