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Pinnacle West Capital

411 hedge funds and large institutions have $6.05B invested in Pinnacle West Capital in 2014 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 136 increasing their positions, 146 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

435% more call options, than puts

Call options by funds: $5.23M | Put options by funds: $977K

39% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 44

25% more capital invested

Capital invested by funds: $4.85B → $6.05B (+$1.19B)

2% more funds holding

Funds holding: 402411 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.26% less ownership

Funds ownership: 80.66%80.4% (-0.26%)

7% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 146

Holders
411
Holders Change
+9
Holders Change %
+2.24%
% of All Funds
10.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
61
Increased
136
Reduced
146
Closed
44
Calls
$5.23M
Puts
$977K
Net Calls
+$4.25M
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Tudor Investment Corp
226
Tudor Investment Corp
Connecticut
$923K -$484K -7,795 -37%
WAM
227
World Asset Management
Michigan
$914K -$172K -2,765 -17%
NMERB
228
New Mexico Educational Retirement Board
New Mexico
$913K -$87K -1,400 -9%
AssetMark Inc
229
AssetMark Inc
California
$904K +$82.5K +1,327 +11%
ANI
230
American National Insurance
Texas
$881K
CPO
231
Cerity Partners OCIO
New York
$871K +$147K +2,370 +23%
Envestnet Asset Management
232
Envestnet Asset Management
Illinois
$853K +$169K +2,717 +28%
MOACM
233
Mutual of America Capital Management
New York
$816K +$7.33K +118 +1%
SCM
234
Shelton Capital Management
Colorado
$806K
VanEck Associates
235
VanEck Associates
New York
$800K -$20.4K -329 -3%
Commonwealth Equity Services
236
Commonwealth Equity Services
Massachusetts
$771K +$108K +1,734 +18%
CAM
237
Capstone Asset Management
Texas
$759K -$111K -1,780 -14%
CIA
238
CCM Investment Advisers
South Carolina
$728K -$2.36M -37,947 -78%
GL
239
GLG LLC
New York
$725K
NCCM
240
Nine Chapters Capital Management
New Jersey
$724K -$99.4K -1,600 -13%
MAM
241
Meeder Asset Management
Ohio
$720K +$41.5K +668 +7%
ARTA
242
A.R.T. Advisors
New York
$715K -$1.64M -26,399 -72%
Natixis Advisors
243
Natixis Advisors
Massachusetts
$693K +$630K +10,140 New
CHC
244
City Holding Co
West Virginia
$688K -$28K -450 -4%
CIBC Asset Management
245
CIBC Asset Management
Ontario, Canada
$672K -$156K -2,515 -20%
NBC
246
Neuberger Berman Canada
Ontario, Canada
$672K +$612K +9,842 New
M&T Bank
247
M&T Bank
New York
$667K -$746 -12 -0.1%
FWIA
248
Fort Washington Investment Advisors
Ohio
$628K -$286K -4,600 -33%
SMDAM
249
Sumitomo Mitsui DS Asset Management
Japan
$624K -$79.8K -1,284 -12%
WJA
250
Williams Jones & Associates
New York
$614K +$389K +6,255 +228%

PNW Hedge Fund Activity: Q4 2014 in Review

411 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q4 2014, worth a combined $6.05B — up 25% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new PNW positions and 44 closed out — a net gain of 17 holders — while 136 added to existing stakes and 146 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $138M. The largest seller was Millennium Management, exiting entirely with an estimated $58.4M sold.

  • 411 institutional investors held Pinnacle West Capital (PNW) as of Q4 2014, up from 402 in Q3 2014.
  • Funds reported $6.05B of Pinnacle West Capital stock for Q4 2014, up 25% quarter-over-quarter.
  • 61 funds opened new Pinnacle West Capital positions in Q4 2014 and 44 closed out, a net change of +17 holders.
  • The largest Pinnacle West Capital buyer in Q4 2014 was Bank of New York Mellon, an estimated $138M added.
  • The largest Pinnacle West Capital seller in Q4 2014 was Millennium Management, an estimated $58.4M sold.

Based on aggregated 13F filings for Q4 2014.