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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
Neuberger Berman Group
251
Neuberger Berman Group
New York
$606K -$7.61M -122,473 -93%
WG
252
Winton Group
United Kingdom
$602K -$4.62M -74,332 -89%
OI
253
Oakbrook Investments
Illinois
$576K -$24.9K -400 -5%
LSERS
254
Louisiana State Employees Retirement System
Louisiana
$567K -$12.4K -200 -2%
Nomura Holdings
255
Nomura Holdings
Japan
$564K -$1.55M -25,021 -75%
KRS
256
Kentucky Retirement Systems
Kentucky
$561K -$23.6K -379 -4%
IIC
257
Ironwood Investment Counsel
Arizona
$550K -$15.3K -246 -3%
IIM
258
Intact Investment Management
Quebec, Canada
$533K
TMAM
259
Tokio Marine Asset Management
Japan
$507K -$205K -3,305 -31%
CB
260
Chemical Bank
Michigan
$504K +$37.3K +600 +9%
NGA
261
Naples Global Advisors
Florida
$500K +$12.4K +200 +3%
LA
262
Lucus Advisors
New York
$498K +$453K +7,287 New
WBC
263
Westpac Banking Corp
Australia
$488K
LPL Financial
264
LPL Financial
California
$482K +$48.7K +784 +13%
HighTower Advisors
265
HighTower Advisors
Illinois
$475K +$40.3K +648 +10%
QI
266
QS Investors
New York
$474K -$881K -14,177 -67%
VKH
267
Virtu KCG Holdings
New York
$466K -$247K -3,977 -37%
CSS
268
Cubist Systematic Strategies
Connecticut
$461K -$770K -12,392 -65%
WA
269
WealthTrust-Arizona
Arizona
$435K +$64.6K +1,040 +20%
ADBIC
270
A.D. Beadell Investment Counsel
Wisconsin
$433K
MYLI
271
Meiji Yasuda Life Insurance
Japan
$431K +$112K +1,810 +40%
Cambridge Investment Research Advisors
272
Cambridge Investment Research Advisors
Iowa
$429K -$11.3K -182 -3%
SFP
273
Santa Fe Partners
New Mexico
$425K -$567K -9,121 -59%
BMCMI
274
Bryn Mawr Capital Management Inc
Pennsylvania
$414K -$7.02M -112,906 -95%
BCM
275
BlueCrest Capital Management
Jersey
$410K -$86.8K -1,397 -19%

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.