We are live on ! Find out more
PNW icon

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
SAMC
276
Shinko Asset Management Company
Japan
$404K +$6.36K +100 +2%
HighTower Advisors
277
HighTower Advisors
Illinois
$400K +$2.04K +32 +0.5%
Northwestern Mutual Wealth Management
278
Northwestern Mutual Wealth Management
Wisconsin
$399K -$23.8K -374 -6%
SG Americas Securities
279
SG Americas Securities
New York
$390K -$451K -7,088 -54%
Cambridge Investment Research Advisors
280
Cambridge Investment Research Advisors
Iowa
$390K -$88.6K -1,392 -19%
CCM
281
Cadence Capital Management
Massachusetts
$383K +$2.29K +36 +0.6%
LTFS
282
Ladenburg Thalmann Financial Services
Florida
$374K -$51.5K -809 -12%
SNT
283
Security National Trust
West Virginia
$374K
M&T Bank
284
M&T Bank
New York
$371K -$10.4K -163 -3%
FMBTD
285
First Midwest Bank Trust Division
Illinois
$370K -$12.7K -200 -3%
SW
286
SVB Wealth
Massachusetts
$368K +$132K +2,077 +57%
LWAC
287
Laurel Wealth Advisors (California)
California
$365K +$360K +5,661 New
QT
288
Quantbot Technologies
New York
$358K -$16.8K -264 -5%
GS
289
GAM Systematic
United Kingdom
$358K +$315K +4,953 +834%
MBT
290
Monroe Bank & Trust
Michigan
$348K
BCM
291
BlueCrest Capital Management
Jersey
$347K -$107K -1,687 -24%
Mackenzie Financial
292
Mackenzie Financial
Ontario, Canada
$342K +$49.4K +777 +17%
PP
293
Prudential plc
United Kingdom
$342K +$337K +5,300 New
TWA
294
TCI Wealth Advisors
Arizona
$338K
FIM
295
Freedom Investment Management
Connecticut
$331K +$327K +5,131 New
TMAM
296
Tokio Marine Asset Management
Japan
$327K -$19.2K -302 -6%
Verition Fund Management
297
Verition Fund Management
Connecticut
$323K -$4.3M -67,493 -93%
ANRIA
298
American National Registered Investment Advisor
Texas
$322K
OMCS
299
Old Mutual Customised Solutions
South Africa
$322K
DDC
300
DF Dent & Co
Maryland
$320K

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.