We are live on ! Find out more
PNW icon

Pinnacle West Capital

495 hedge funds and large institutions have $7.27B invested in Pinnacle West Capital in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 147 increasing their positions, 202 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

51% more call options, than puts

Call options by funds: $5.29M | Put options by funds: $3.49M

0.35% more ownership

Funds ownership: 85.45%85.8% (+0.35%)

4% less funds holding

Funds holding: 516495 (-21)

16% less capital invested

Capital invested by funds: $8.63B → $7.27B (-$1.37B)

21% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 78

27% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 202

Holders
495
Holders Change
-21
Holders Change %
-4.07%
% of All Funds
10.91%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.11%
New
62
Increased
147
Reduced
202
Closed
78
Calls
$5.29M
Puts
$3.49M
Net Calls
+$1.8M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.06B +$20.2M +222,680 +2%
BlackRock
2
BlackRock
New York
$999M -$18M -198,151 -1%
State Street
3
State Street
Massachusetts
$503M +$9.91M +109,245 +2%
American Century Companies
4
American Century Companies
Missouri
$276M -$16.1M -176,967 -5%
Renaissance Technologies
5
Renaissance Technologies
New York
$247M +$20M +220,988 +7%
Invesco
6
Invesco
Georgia
$223M +$28.7M +316,589 +12%
AQR Capital Management
7
AQR Capital Management
Connecticut
$202M -$126M -1,393,487 -34%
ZP
8
Zimmer Partners
New York
$183M +$139M +1,537,563 +176%
Citadel Advisors
9
Citadel Advisors
Florida
$148M +$176M +1,943,315 +24,924%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$144M +$2.13M +23,520 +1%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$133M +$21.2M +233,426 +15%
Northern Trust
12
Northern Trust
Illinois
$123M +$861K +9,489 +0.6%
Legal & General Group
13
Legal & General Group
United Kingdom
$122M +$3.55M +39,182 +3%
Franklin Resources
14
Franklin Resources
California
$106M +$1.7M +18,707 +1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$94.1M -$3.29M -36,241 -3%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$88.3M -$9.33M -102,854 -8%
Norges Bank
17
Norges Bank
Norway
$84.8M +$24.5M +270,353 +32%
First Trust Advisors
18
First Trust Advisors
Illinois
$81.5M +$611K +6,734 +0.6%
Wells Fargo
19
Wells Fargo
California
$73M -$67.9M -748,887 -44%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$69.3M -$1.32M -14,499 -2%
DPIM
21
Duff & Phelps Investment Management
Illinois
$61.3M -$17.3M -191,000 -19%
Goldman Sachs
22
Goldman Sachs
New York
$60.2M -$13.3M -146,250 -16%
Victory Capital Management
23
Victory Capital Management
Texas
$58.4M +$35.5M +390,895 +103%
Charles Schwab
24
Charles Schwab
California
$58.1M +$1.14M +12,578 +2%
Swiss National Bank
25
Swiss National Bank
Switzerland
$54.6M +$10.5M +116,100 +19%

PNW Hedge Fund Activity: Q1 2020 in Review

495 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q1 2020, worth a combined $7.27B — down 16% from $8.63B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of PNW and 62 opened new positions — a net loss of 16 holders — while 202 trimmed existing stakes and 147 added.

The largest buyer was Citadel Advisors, adding an estimated $176M. The largest seller was AQR Capital Management, cutting an estimated $126M.

  • 495 institutional investors held Pinnacle West Capital (PNW) as of Q1 2020, down from 516 in Q4 2019.
  • Funds reported $7.27B of Pinnacle West Capital stock for Q1 2020, down 16% quarter-over-quarter.
  • 62 funds opened new Pinnacle West Capital positions in Q1 2020 and 78 closed out, a net change of -16 holders.
  • The largest Pinnacle West Capital buyer in Q1 2020 was Citadel Advisors, an estimated $176M added.
  • The largest Pinnacle West Capital seller in Q1 2020 was AQR Capital Management, an estimated $126M sold.

Based on aggregated 13F filings for Q1 2020.