We are live on ! Find out more
PNW icon

Pinnacle West Capital

385 hedge funds and large institutions have $4.79B invested in Pinnacle West Capital in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 145 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,076% more call options, than puts

Call options by funds: $1.86M | Put options by funds: $158K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

5% more capital invested

Capital invested by funds: $4.55B → $4.79B (+$233M)

2% more funds holding

Funds holding: 378385 (+7)

1.42% more ownership

Funds ownership: 78.26%79.68% (+1.4%)

11% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 145

Holders
385
Holders Change
+7
Holders Change %
+1.85%
% of All Funds
11.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
40
Increased
129
Reduced
145
Closed
29
Calls
$1.86M
Puts
$158K
Net Calls
+$1.7M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
251
Susquehanna International Group
Pennsylvania
$589K -$7.02M -131,047 -92%
CL
252
Croft-Leominster
Maryland
$581K -$361K -6,742 -39%
GL
253
GLG LLC
New York
$581K +$569K +10,624 New
HT
254
HAP Trading
New York
$579K +$568K +10,598 New
MBT
255
Monroe Bank & Trust
Michigan
$574K +$563K +10,500 New
AAM
256
Aberdeen Asset Management
United Kingdom
$559K
Commonwealth Equity Services
257
Commonwealth Equity Services
Massachusetts
$558K +$170K +3,179 +45%
PCM
258
Prelude Capital Management
New York
$548K +$537K +10,023 New
VAM
259
Visium Asset Management
New York
$527K -$665K -12,405 -56%
Envestnet Asset Management
260
Envestnet Asset Management
Illinois
$511K +$94.5K +1,764 +23%
PRCM
261
Pine River Capital Management
Minnesota
$508K +$498K +9,300 New
KRS
262
Kentucky Retirement Systems
Kentucky
$499K +$2.63K +49 +0.5%
MAM
263
Meeder Asset Management
Ohio
$491K -$220K -4,105 -31%
Citigroup
264
Citigroup
New York
$488K -$336K -6,270 -41%
PAM
265
Princeton Alpha Management
New Jersey
$478K -$175K -3,263 -27%
LSERS
266
Louisiana State Employees Retirement System
Louisiana
$476K -$10.7K -200 -2%
Stifel Financial
267
Stifel Financial
Missouri
$461K +$451K +8,425 New
AIS
268
American Investment Services
Massachusetts
$439K -$24.6K -459 -5%
CC
269
Cipher Capital
New York
$439K +$430K +8,024 New
KeyBank National Association
270
KeyBank National Association
Ohio
$431K -$141K -2,639 -25%
IIM
271
Intact Investment Management
Quebec, Canada
$426K
HW
272
Hancock Whitney
Mississippi
$417K +$62K +1,158 +18%
JG
273
Jefferies Group
New York
$399K -$409K -7,637 -51%
WBC
274
Westpac Banking Corp
Australia
$391K -$2.71M -50,600 -88%
SCM
275
Stux Capital Management
New York
$383K +$375K +7,000 New

PNW Hedge Fund Activity: Q1 2014 in Review

385 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q1 2014, worth a combined $4.79B — up 5.1% from $4.55B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PNW positions and 29 closed out — a net gain of 11 holders — while 129 added to existing stakes and 145 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $89.7M. The largest seller was Duff & Phelps Investment Management, exiting entirely with an estimated $71.2M sold.

  • 385 institutional investors held Pinnacle West Capital (PNW) as of Q1 2014, up from 378 in Q4 2013.
  • Funds reported $4.79B of Pinnacle West Capital stock for Q1 2014, up 5.1% quarter-over-quarter.
  • 40 funds opened new Pinnacle West Capital positions in Q1 2014 and 29 closed out, a net change of +11 holders.
  • The largest Pinnacle West Capital buyer in Q1 2014 was VOYA Investment Management, an estimated $89.7M added.
  • The largest Pinnacle West Capital seller in Q1 2014 was Duff & Phelps Investment Management, an estimated $71.2M sold.

Based on aggregated 13F filings for Q1 2014.