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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
NGA
276
Naples Global Advisors
Florida
$343K +$40.1K +725 +14%
Verition Fund Management
277
Verition Fund Management
Connecticut
$339K +$324K +5,864 New
VAM
278
Visium Asset Management
New York
$335K -$213K -3,842 -40%
DTL
279
Dynamic Technology Lab
Singapore
$316K -$27K -488 -8%
CCM
280
Crossvault Capital Management
Texas
$312K -$22.1K -400 -7%
WA
281
WealthTrust-Arizona
Arizona
$308K +$609 +11 +0.2%
ANRIA
282
American National Registered Investment Advisor
Texas
$304K
SIM
283
Sentry Investment Management
Wisconsin
$302K -$21.1K -382 -7%
HighTower Advisors
284
HighTower Advisors
Illinois
$301K +$288K +5,205 New
CWM
285
Concert Wealth Management
California
$299K +$13.8K +250 +5%
LPL Financial
286
LPL Financial
California
$291K +$277 +5 +0.1%
HCC
287
Hirtle Callaghan & Co
Pennsylvania
$289K
Federated Hermes
288
Federated Hermes
Pennsylvania
$275K +$93.2K +1,685 +55%
H
289
Hexavest
Quebec, Canada
$273K
OA
290
OFI Advisors
Pennsylvania
$273K +$13.5K +244 +5%
AIM
291
abrdn Investment Management
United Kingdom
$270K -$11.5K -208 -4%
FCH
292
Freestone Capital Holdings
Washington
$263K +$252K +4,553 New
HIM
293
Hillsdale Investment Management
Ontario, Canada
$260K +$83K +1,500 +50%
PI
294
Putnam Investments
Massachusetts
$255K
DDC
295
DF Dent & Co
Maryland
$254K
MNBTD
296
Moody National Bank Trust Division
Texas
$254K
CC
297
Cipher Capital
New York
$246K -$209K -3,774 -47%
WKA
298
Wilson Kemp & Associates
Michigan
$237K -$27.7K -500 -11%
IMS
299
Index Management Solutions
Pennsylvania
$237K +$105K +1,896 +86%
BF
300
BOK Financial
Oklahoma
$228K +$11.1K +200 +5%

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.