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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
NGA
251
Naples Global Advisors
Florida
$537K
DL
252
Delta Lloyd
Netherlands
$517K
SIM
253
Sentry Investment Management
Wisconsin
$512K +$108K +1,690 +27%
VKH
254
Virtu KCG Holdings
New York
$511K +$217K +3,413 +76%
PA
255
Profund Advisors
Maryland
$510K -$15.7K -246 -3%
LSERS
256
Louisiana State Employees Retirement System
Louisiana
$503K -$19.1K -300 -4%
Squarepoint
257
Squarepoint
New York
$502K +$236K +3,709 +91%
Schroder Investment Management Group
258
Schroder Investment Management Group
United Kingdom
$499K +$493K +7,743 New
ECM
259
Estabrook Capital Management
New York
$498K
Creative Planning
260
Creative Planning
Kansas
$484K +$65.2K +1,025 +16%
AW
261
Alpha Windward
Massachusetts
$479K +$41.4K +651 +10%
CWM
262
Concert Wealth Management
California
$476K +$191 +3 +0%
EVM
263
Eaton Vance Management
Massachusetts
$471K
COPPSERS
264
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$467K +$7.76K +122 +2%
DekaBank Deutsche Girozentrale
265
DekaBank Deutsche Girozentrale
Germany
$463K +$196K +3,074 +76%
CB
266
Chemical Bank
Michigan
$460K -$6.62K -104 -1%
PL
267
Parkwood LLC
Ohio
$456K +$93.9K +1,475 +26%
JG
268
Jefferies Group
New York
$448K +$442K +6,941 New
CA
269
Commerzbank Aktiengesellschaft
Germany
$439K +$218K +3,428 +102%
GL
270
GLG LLC
New York
$438K -$248K -3,902 -37%
IIM
271
Intact Investment Management
Quebec, Canada
$438K
OI
272
Oakbrook Investments
Illinois
$431K -$50.9K -800 -11%
KCM
273
Karp Capital Management
California
$425K +$212K +3,325 +102%
Neuberger Berman Group
274
Neuberger Berman Group
New York
$423K -$3.82K -60 -0.9%
LMGAM
275
Liberty Mutual Group Asset Management
Massachusetts
$419K -$1.08M -16,993 -72%

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.