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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
MAM
251
Meeder Asset Management
Ohio
$574K +$52.6K +950 +11%
CHC
252
City Holding Co
West Virginia
$568K -$9.68K -175 -2%
Commonwealth Equity Services
253
Commonwealth Equity Services
Massachusetts
$549K -$39.1K -707 -7%
Envestnet Asset Management
254
Envestnet Asset Management
Illinois
$548K +$7.14K +129 +1%
OC
255
Oppenheimer & Co
New York
$527K +$504K +9,114 New
Stifel Financial
256
Stifel Financial
Missouri
$507K +$19.3K +348 +4%
LSERS
257
Louisiana State Employees Retirement System
Louisiana
$503K
MYAM
258
Meiji Yasuda Asset Management
Japan
$498K -$323K -5,830 -40%
Natixis Advisors
259
Natixis Advisors
Massachusetts
$488K -$453K -8,192 -49%
Two Sigma Advisers
260
Two Sigma Advisers
New York
$485K +$464K +8,387 New
AI
261
Analytic Investors
California
$466K +$446K +8,056 New
CPO
262
Cerity Partners OCIO
New York
$465K +$78.7K +1,422 +21%
PCM
263
Prelude Capital Management
New York
$457K -$117K -2,114 -21%
IIM
264
Intact Investment Management
Quebec, Canada
$451K
KeyBank National Association
265
KeyBank National Association
Ohio
$446K -$9.96K -180 -2%
LM
266
Luminus Management
Texas
$414K -$7.64M -138,134 -95%
WBC
267
Westpac Banking Corp
Australia
$413K
CB
268
Chemical Bank
Michigan
$392K
PI
269
PineBridge Investments
New York
$379K +$362K +6,547 New
Zurich Cantonal Bank
270
Zurich Cantonal Bank
Switzerland
$378K
Cambridge Investment Research Advisors
271
Cambridge Investment Research Advisors
Iowa
$369K +$14.1K +254 +4%
ADBIC
272
A.D. Beadell Investment Counsel
Wisconsin
$367K
Citigroup
273
Citigroup
New York
$366K -$144K -2,596 -29%
SNT
274
Security National Trust
West Virginia
$347K
FMBTD
275
First Midwest Bank Trust Division
Illinois
$346K +$6.86K +124 +2%

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.