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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.34B +$1.37M +14,597 +0.1%
BlackRock
2
BlackRock
New York
$1.23B +$15.7M +166,867 +1%
State Street
3
State Street
Massachusetts
$598M -$29.1M -308,994 -5%
AQR Capital Management
4
AQR Capital Management
Connecticut
$421M +$136M +1,438,602 +50%
American Century Companies
5
American Century Companies
Missouri
$393M +$16.2M +171,883 +4%
Renaissance Technologies
6
Renaissance Technologies
New York
$314M +$41M +434,900 +16%
Invesco
7
Invesco
Georgia
$272M +$21M +223,295 +9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$169M -$1.15M -12,200 -0.7%
Wells Fargo
9
Wells Fargo
California
$165M +$11.6M +123,336 +8%
Northern Trust
10
Northern Trust
Illinois
$159M +$1.95M +20,717 +1%
Legal & General Group
11
Legal & General Group
United Kingdom
$148M -$1.32M -14,065 -0.9%
Franklin Resources
12
Franklin Resources
California
$140M -$1.37M -14,569 -1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$138M +$8.62M +91,458 +7%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$130M -$1.72M -18,232 -1%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$118M +$8.36M +88,786 +8%
Barrow, Hanley, Mewhinney & Strauss
16
Barrow, Hanley, Mewhinney & Strauss
Texas
$104M -$38.3M -406,718 -28%
DPIM
17
Duff & Phelps Investment Management
Illinois
$97.1M
First Trust Advisors
18
First Trust Advisors
Illinois
$95M +$9.35M +99,307 +11%
Goldman Sachs
19
Goldman Sachs
New York
$91.5M +$7.04M +74,742 +9%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$90M +$8.52M +90,444 +11%
Norges Bank
21
Norges Bank
Norway
$82.4M
PAM
22
Panagora Asset Management
Massachusetts
$81.4M +$1.43M +15,161 +2%
Allianz Asset Management
23
Allianz Asset Management
Germany
$77.8M +$50.5M +535,740 +201%
UH
24
Unigestion Holding
Switzerland
$74.4M +$24.6M +261,525 +52%
Ameriprise
25
Ameriprise
Minnesota
$71.9M -$1.15M -12,163 -2%

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.