We are live on ! Find out more
PNW icon

Pinnacle West Capital

422 hedge funds and large institutions have $5.76B invested in Pinnacle West Capital in 2015 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 144 increasing their positions, 134 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $5.92M | Put options by funds: $1.94M

93% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 29

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 400422 (+22)

7% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 134

1% more capital invested

Capital invested by funds: $5.68B → $5.76B (+$72.9M)

0.29% more ownership

Funds ownership: 80.41%80.71% (+0.29%)

Holders
422
Holders Change
+22
Holders Change %
+5.5%
% of All Funds
11.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
56
Increased
144
Reduced
134
Closed
29
Calls
$5.92M
Puts
$1.94M
Net Calls
+$3.98M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
226
World Asset Management
Michigan
$798K +$13.4K +211 +2%
RIL
227
Rothschild Investment LLC
Illinois
$796K -$12.7K -200 -2%
AssetMark Inc
228
AssetMark Inc
California
$796K +$118K +1,848 +18%
AWCI
229
Alpine Woods Capital Investors
New York
$787K +$776K +12,200 New
MOACM
230
Mutual of America Capital Management
New York
$786K -$10.2K -161 -1%
NMERB
231
New Mexico Educational Retirement Board
New Mexico
$784K
LPL Financial
232
LPL Financial
California
$784K +$361K +5,674 +87%
RJFSA
233
Raymond James Financial Services Advisors
Florida
$773K +$763K +11,984 New
RJA
234
Raymond James & Associates
Florida
$771K +$82K +1,288 +12%
LS
235
Livforsakringsbolaget Skandia
Sweden
$762K
CIBC Asset Management
236
CIBC Asset Management
Ontario, Canada
$728K +$35.8K +563 +5%
Commonwealth Equity Services
237
Commonwealth Equity Services
Massachusetts
$712K +$15.5K +243 +2%
Handelsbanken Fonder
238
Handelsbanken Fonder
Sweden
$708K +$699K +10,977 New
VanEck Associates
239
VanEck Associates
New York
$695K -$19.2K -302 -3%
JSAM
240
J. Safra Asset Management
New York
$671K +$663K +10,412 New
CI
241
Conning Inc
Connecticut
$636K +$427K +6,710 +213%
MAM
242
Meeder Asset Management
Ohio
$622K -$3.31K -52 -0.5%
CHC
243
City Holding Co
West Virginia
$618K -$12.7K -200 -2%
William Blair Investment Management
244
William Blair Investment Management
Illinois
$605K -$668K -10,494 -53%
ISL
245
Ingalls & Snyder LLC
New York
$589K
FP
246
FDO Partners
Massachusetts
$580K +$572K +8,992 New
IMAS
247
ID Management A/S
Denmark
$580K +$573K +9,000 New
WJA
248
Williams Jones & Associates
New York
$564K
SCM
249
Sterling Capital Management
North Carolina
$551K
KRS
250
Kentucky Retirement Systems
Kentucky
$543K +$51.9K +816 +11%

PNW Hedge Fund Activity: Q4 2015 in Review

422 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q4 2015, worth a combined $5.76B — up 1.3% from $5.68B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PNW positions and 29 closed out — a net gain of 27 holders — while 144 added to existing stakes and 134 trimmed.

The largest buyer was Millennium Management, adding an estimated $165M. The largest seller was Bank of New York Mellon, cutting an estimated $138M.

  • 422 institutional investors held Pinnacle West Capital (PNW) as of Q4 2015, up from 400 in Q3 2015.
  • Funds reported $5.76B of Pinnacle West Capital stock for Q4 2015, up 1.3% quarter-over-quarter.
  • 56 funds opened new Pinnacle West Capital positions in Q4 2015 and 29 closed out, a net change of +27 holders.
  • The largest Pinnacle West Capital buyer in Q4 2015 was Millennium Management, an estimated $165M added.
  • The largest Pinnacle West Capital seller in Q4 2015 was Bank of New York Mellon, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2015.