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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
OA
301
OFI Advisors
Pennsylvania
$245K +$3.86K +72 +2%
PI
302
Putnam Investments
Massachusetts
$241K -$821K -15,318 -78%
DDC
303
DF Dent & Co
Maryland
$241K
MNBTD
304
Moody National Bank Trust Division
Texas
$241K
QAM
305
Quantres Asset Management
Cayman Islands
$241K +$236K +4,400 New
SC
306
Sumit Capital
New York
$230K -$144K -2,683 -39%
B
307
Barings
North Carolina
$223K
CFS
308
Community Financial System
New York
$215K -$53.6K -1,000 -20%
MCM
309
Monarch Capital Management
Indiana
$215K
OMCS
310
Old Mutual Customised Solutions
South Africa
$213K
KRSITF
311
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$208K -$5.25K -98 -3%
MERSOM
312
Municipal Employees' Retirement System of Michigan
Michigan
$208K +$10.7K +200 +6%
FAAS
313
First Allied Advisory Services
California
$207K
LTFS
314
Ladenburg Thalmann Financial Services
Florida
$204K -$13.4K -250 -6%
DL
315
Delta Lloyd
Netherlands
$204K +$200K +3,728 New
BF
316
BOK Financial
Oklahoma
$204K +$200K +3,735 New
CLOS
317
Compagnie Lombard Odier SCmA
Switzerland
$188K
TRCT
318
Tower Research Capital (TRC)
New York
$187K +$138K +2,567 +303%
RFA
319
Reilly Financial Advisors
California
$186K
EOJOAM
320
E. Ohman J:or Asset Management
Sweden
$169K
Federated Hermes
321
Federated Hermes
Pennsylvania
$168K +$14.9K +278 +10%
Creative Planning
322
Creative Planning
Kansas
$165K -$21.3K -398 -12%
HIM
323
Hillsdale Investment Management
Ontario, Canada
$164K +$32.1K +600 +25%
SSB
324
Sandy Spring Bank
Maryland
$158K
Daiwa Securities Group
325
Daiwa Securities Group
Japan
$148K

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.