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Pinnacle West Capital

384 hedge funds and large institutions have $5.16B invested in Pinnacle West Capital in 2014 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 136 increasing their positions, 136 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

839% more call options, than puts

Call options by funds: $3.97M | Put options by funds: $423K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 35

8% more capital invested

Capital invested by funds: $4.79B → $5.16B (+$374M)

1.18% more ownership

Funds ownership: 79.68%80.87% (+1.2%)

0% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 136

0% less funds holding

Funds holding: 385384 (-1)

Holders
384
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
11.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
39
Increased
136
Reduced
136
Closed
35
Calls
$3.97M
Puts
$423K
Net Calls
+$3.55M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
NMERB
226
New Mexico Educational Retirement Board
New Mexico
$831K
IIC
227
Ironwood Investment Counsel
Arizona
$816K
SAM
228
Symphony Asset Management
California
$795K +$146K +2,646 +24%
FCB
229
First Citizens Bancorporation
South Carolina
$749K +$716K +12,943 New
ANI
230
American National Insurance
Texas
$746K
CAM
231
Capstone Asset Management
Texas
$740K -$79K -1,427 -10%
CIBC Asset Management
232
CIBC Asset Management
Ontario, Canada
$716K -$25.7K -465 -4%
VanEck Associates
233
VanEck Associates
New York
$714K +$20.9K +378 +3%
TMAM
234
Tokio Marine Asset Management
Japan
$700K -$21.1K -381 -3%
NBC
235
Neuberger Berman Canada
Ontario, Canada
$694K -$249K -4,500 -27%
SCM
236
Shelton Capital Management
Colorado
$683K
VKH
237
Virtu KCG Holdings
New York
$674K +$337K +6,099 +110%
MOACM
238
Mutual of America Capital Management
New York
$673K -$39.7K -718 -6%
AssetMark Inc
239
AssetMark Inc
California
$671K +$641K +11,594 New
PAM
240
Paradigm Asset Management
New York
$665K +$11.1K +200 +2%
QIM
241
Quantitative Investment Management
Virginia
$665K +$636K +11,500 New
DekaBank Deutsche Girozentrale
242
DekaBank Deutsche Girozentrale
Germany
$653K +$19K +343 +3%
LCP
243
Longbow Capital Partners
New York
$636K +$609K +11,000 New
LBG
244
Lloyds Banking Group
United Kingdom
$621K -$3.63M -65,669 -86%
Schroder Investment Management Group
245
Schroder Investment Management Group
United Kingdom
$620K -$277K -5,010 -31%
SB
246
Suntrust Banks
Georgia
$619K -$71.4M -1,290,467 -99%
GL
247
GLG LLC
New York
$614K
MBT
248
Monroe Bank & Trust
Michigan
$607K
SMDAM
249
Sumitomo Mitsui DS Asset Management
Japan
$604K -$109K -1,970 -16%
Tudor Investment Corp
250
Tudor Investment Corp
Connecticut
$598K -$308K -5,575 -35%

PNW Hedge Fund Activity: Q2 2014 in Review

384 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q2 2014, worth a combined $5.16B — up 7.8% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PNW positions and 35 closed out — a net gain of 4 holders — while 136 added to existing stakes and 136 trimmed.

The largest buyer was Capital World Investors, adding an estimated $154M. The largest seller was Suntrust Banks, cutting an estimated $71.4M.

  • 384 institutional investors held Pinnacle West Capital (PNW) as of Q2 2014, down from 385 in Q1 2014.
  • Funds reported $5.16B of Pinnacle West Capital stock for Q2 2014, up 7.8% quarter-over-quarter.
  • 39 funds opened new Pinnacle West Capital positions in Q2 2014 and 35 closed out, a net change of +4 holders.
  • The largest Pinnacle West Capital buyer in Q2 2014 was Capital World Investors, an estimated $154M added.
  • The largest Pinnacle West Capital seller in Q2 2014 was Suntrust Banks, an estimated $71.4M sold.

Based on aggregated 13F filings for Q2 2014.