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Pinnacle West Capital

497 hedge funds and large institutions have $7.01B invested in Pinnacle West Capital in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 165 increasing their positions, 185 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $5.68M | Put options by funds: $5.24M

8% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 62

0% more funds holding

Funds holding: 495497 (+2)

4% less capital invested

Capital invested by funds: $7.27B → $7.01B (-$256M)

1.19% less ownership

Funds ownership: 85.8%84.61% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 185

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
497
Holders Change
+2
Holders Change %
+0.4%
% of All Funds
10.19%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
67
Increased
165
Reduced
185
Closed
62
Calls
$5.68M
Puts
$5.24M
Net Calls
+$443K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1B -$27.9M -370,087 -3%
BlackRock
2
BlackRock
New York
$793M -$179M -2,366,672 -18%
State Street
3
State Street
Massachusetts
$461M -$26.1M -346,165 -5%
Franklin Resources
4
Franklin Resources
California
$292M +$160M +2,112,855 +151%
American Century Companies
5
American Century Companies
Missouri
$262M -$4.45M -58,892 -2%
ZP
6
Zimmer Partners
New York
$226M +$50.7M +670,907 +28%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$180M +$53.5M +708,822 +40%
Renaissance Technologies
8
Renaissance Technologies
New York
$166M -$74.1M -981,200 -30%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$149M +$65.1M +862,331 +74%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$143M +$3.07M +40,592 +2%
Invesco
11
Invesco
Georgia
$122M -$96.2M -1,273,481 -43%
Northern Trust
12
Northern Trust
Illinois
$119M +$362K +4,798 +0.3%
Legal & General Group
13
Legal & General Group
United Kingdom
$114M -$3.57M -47,282 -3%
AQR Capital Management
14
AQR Capital Management
Connecticut
$110M -$86.6M -1,146,968 -43%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$87.2M -$3.95M -52,331 -4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$78.3M +$58.4M +773,294 +262%
DPIM
17
Duff & Phelps Investment Management
Illinois
$77.9M +$19.2M +254,100 +31%
Citadel Advisors
18
Citadel Advisors
Florida
$76.5M -$68.5M -907,472 -47%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$74.4M +$41.4M +548,149 +117%
Cohen & Steers
20
Cohen & Steers
New York
$70.5M +$72.7M +962,541 New
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$69.4M +$2.49M +32,912 +4%
Norges Bank
22
Norges Bank
Norway
$68.6M -$13.8M -183,200 -16%
First Trust Advisors
23
First Trust Advisors
Illinois
$62.2M -$17.1M -226,706 -21%
AllianceBernstein
24
AllianceBernstein
Tennessee
$59.2M +$45.2M +597,876 +284%
Ameriprise
25
Ameriprise
Minnesota
$58.7M +$8.31M +110,074 +16%

PNW Hedge Fund Activity: Q2 2020 in Review

497 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q2 2020, worth a combined $7.01B — down 3.5% from $7.27B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new PNW positions and 62 closed out — a net gain of 5 holders — while 165 added to existing stakes and 185 trimmed.

The largest buyer was Franklin Resources, adding an estimated $160M. The largest seller was BlackRock, cutting an estimated $179M.

  • 497 institutional investors held Pinnacle West Capital (PNW) as of Q2 2020, up from 495 in Q1 2020.
  • Funds reported $7.01B of Pinnacle West Capital stock for Q2 2020, down 3.5% quarter-over-quarter.
  • 67 funds opened new Pinnacle West Capital positions in Q2 2020 and 62 closed out, a net change of +5 holders.
  • The largest Pinnacle West Capital buyer in Q2 2020 was Franklin Resources, an estimated $160M added.
  • The largest Pinnacle West Capital seller in Q2 2020 was BlackRock, an estimated $179M sold.

Based on aggregated 13F filings for Q2 2020.