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Pinnacle West Capital

378 hedge funds and large institutions have $4.55B invested in Pinnacle West Capital in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 126 increasing their positions, 132 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $613K

1.7% more ownership

Funds ownership: 76.56%78.26% (+1.7%)

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

0% more funds holding

Funds holding: 378378 (0)

1% less capital invested

Capital invested by funds: $4.6B → $4.55B (-$49.8M)

5% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 132

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
378
Holders Change
Holders Change %
0%
% of All Funds
10.97%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
45
Increased
126
Reduced
132
Closed
41
Calls
$1.26M
Puts
$613K
Net Calls
+$647K
Net Calls Change
-$136K
Name Holding Trade Value Shares
Change
Change in
Stake
QT
301
Quantbot Technologies
New York
$227K +$236K +4,300 New
WA
302
WealthTrust-Arizona
Arizona
$221K +$62.9K +1,149 +38%
B
303
Barings
North Carolina
$216K -$422K -7,700 -65%
LTFS
304
Ladenburg Thalmann Financial Services
Florida
$211K
FCBT
305
First Citizens Bank & Trust
North Carolina
$210K -$577K -10,539 -73%
OC
306
Oppenheimer & Co
New York
$210K -$11.9K -217 -5%
MCM
307
Monarch Capital Management
Indiana
$208K -$5.48K -100 -2%
KRSITF
308
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$206K -$1.21K -22 -0.6%
OMCS
309
Old Mutual Customised Solutions
South Africa
$206K
FAAS
310
First Allied Advisory Services
California
$201K -$5.48K -100 -3%
MERSOM
311
Municipal Employees' Retirement System of Michigan
Michigan
$191K
CLOS
312
Compagnie Lombard Odier SCmA
Switzerland
$182K +$188K +3,431 New
Creative Planning
313
Creative Planning
Kansas
$181K +$13.7K +250 +8%
RFA
314
Reilly Financial Advisors
California
$180K +$164K +3,000 +750%
EOJOAM
315
E. Ohman J:or Asset Management
Sweden
$164K
SNT
316
Security National Trust
West Virginia
$159K
SSB
317
Sandy Spring Bank
Maryland
$153K
Federated Hermes
318
Federated Hermes
Pennsylvania
$148K -$1.44M -26,313 -90%
Daiwa Securities Group
319
Daiwa Securities Group
Japan
$143K
DCMA
320
Daiwa Capital Markets America
New York
$143K +$148K +2,700 New
CCS
321
Crosspoint Capital Strategies
California
$142K +$141K +2,576 New
PAM
322
PartnerRe Asset Management
Connecticut
$140K -$8.44K -154 -5%
MAA
323
Managed Account Advisors
New Jersey
$138K -$1.19M -21,780 -89%
WJA
324
Williams Jones & Associates
New York
$127K -$35.1K -640 -21%
HIM
325
Hillsdale Investment Management
Ontario, Canada
$127K -$5.48K -100 -4%

PNW Hedge Fund Activity: Q4 2013 in Review

378 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q4 2013, worth a combined $4.55B — down 1.1% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PNW positions and 41 closed out — a net gain of 4 holders — while 126 added to existing stakes and 132 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $110M. The largest seller was Acadian Asset Management, cutting an estimated $48.6M.

  • 378 institutional investors held Pinnacle West Capital (PNW) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $4.55B of Pinnacle West Capital stock for Q4 2013, down 1.1% quarter-over-quarter.
  • 45 funds opened new Pinnacle West Capital positions in Q4 2013 and 41 closed out, a net change of +4 holders.
  • The largest Pinnacle West Capital buyer in Q4 2013 was Capital World Investors, an estimated $110M added.
  • The largest Pinnacle West Capital seller in Q4 2013 was Acadian Asset Management, an estimated $48.6M sold.

Based on aggregated 13F filings for Q4 2013.