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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
CB
276
Chemical Bank
Michigan
$371K
CPO
277
Cerity Partners OCIO
New York
$362K +$355K +6,621 New
CCM
278
Cadence Capital Management
Massachusetts
$361K -$26.5K -494 -7%
FM
279
Foster & Motley
Ohio
$359K -$127K -2,370 -27%
Zurich Cantonal Bank
280
Zurich Cantonal Bank
Switzerland
$357K +$74.5K +1,391 +27%
ADBIC
281
A.D. Beadell Investment Counsel
Wisconsin
$347K
Cambridge Investment Research Advisors
282
Cambridge Investment Research Advisors
Iowa
$335K +$50.3K +938 +18%
SNT
283
Security National Trust
West Virginia
$328K +$161K +3,000 +100%
DTL
284
Dynamic Technology Lab
Singapore
$326K -$82.9K -1,547 -21%
FMBTD
285
First Midwest Bank Trust Division
Illinois
$321K
CCM
286
Crossvault Capital Management
Texas
$317K +$10.7K +200 +4%
SIM
287
Sentry Investment Management
Wisconsin
$306K -$107K -2,000 -26%
VKH
288
Virtu KCG Holdings
New York
$303K -$243K -4,543 -45%
DCM
289
Dynamic Capital Management
Jersey
$295K -$3.12M -58,254 -92%
WA
290
WealthTrust-Arizona
Arizona
$290K +$60.9K +1,136 +27%
ANRIA
291
American National Registered Investment Advisor
Texas
$287K
NGA
292
Naples Global Advisors
Florida
$284K +$16.1K +300 +6%
LPL Financial
293
LPL Financial
California
$275K -$160K -2,985 -37%
CWM
294
Concert Wealth Management
California
$275K +$3.8K +71 +1%
HCC
295
Hirtle Callaghan & Co
Pennsylvania
$273K +$268K +5,000 New
AIM
296
abrdn Investment Management
United Kingdom
$267K +$1.93K +36 +0.7%
H
297
Hexavest
Quebec, Canada
$258K
WKA
298
Wilson Kemp & Associates
Michigan
$251K -$8.3K -155 -3%
VF
299
Virtu Financial
New York
$248K +$243K +4,539 New
WMSA
300
Weiss Multi-Strategy Advisers
New York
$245K -$78.8K -1,470 -25%

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.