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Pinnacle West Capital

411 hedge funds and large institutions have $6.05B invested in Pinnacle West Capital in 2014 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 136 increasing their positions, 146 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

435% more call options, than puts

Call options by funds: $5.23M | Put options by funds: $977K

39% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 44

25% more capital invested

Capital invested by funds: $4.85B → $6.05B (+$1.19B)

2% more funds holding

Funds holding: 402411 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.26% less ownership

Funds ownership: 80.66%80.4% (-0.26%)

7% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 146

Holders
411
Holders Change
+9
Holders Change %
+2.24%
% of All Funds
10.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
61
Increased
136
Reduced
146
Closed
44
Calls
$5.23M
Puts
$977K
Net Calls
+$4.25M
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
B
301
Baird
Wisconsin
$291K +$265K +4,270 New
NCA
302
NCM Capital Advisers
North Carolina
$287K +$261K +4,200 New
FAAS
303
First Allied Advisory Services
California
$285K +$261K +4,196 New
CCS
304
Crosspoint Capital Strategies
California
$274K -$4.41K -71 -2%
KRSITF
305
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$268K +$1.74K +28 +0.7%
CB
306
Community Bank
New York
$265K +$241K +3,875 New
MERSOM
307
Municipal Employees' Retirement System of Michigan
Michigan
$260K
DL
308
Delta Lloyd
Netherlands
$255K
ICOA
309
Investment Centers of America
North Dakota
$253K -$12.4K -200 -5%
OMCS
310
Old Mutual Customised Solutions
South Africa
$253K +$31.1K +500 +16%
GHA
311
GW Henssler & Associates
Georgia
$250K +$227K +3,654 New
CG
312
Clinton Group
New York
$244K +$222K +3,569 New
CAN
313
Cetera Advisor Networks
California
$239K +$218K +3,501 New
NPPM
314
North Point Portfolio Managers
Ohio
$236K +$214K +3,450 New
CCM
315
Cadence Capital Management
Massachusetts
$236K +$215K +3,457 New
RC
316
RegentAtlantic Capital
New Jersey
$236K +$215K +3,452 New
MCM
317
Monarch Capital Management
Indiana
$235K -$31.1K -500 -13%
GWCM
318
Godshalk Welsh Capital Management
Pennsylvania
$232K +$211K +3,400 New
B
319
Barings
North Carolina
$231K +$210K +3,382 New
SEC
320
Seven Eight Capital
New York
$229K +$205K +3,297 +5,495%
Teacher Retirement System of Texas
321
Teacher Retirement System of Texas
Texas
$228K -$24.7K -397 -11%
CB
322
Commerce Bank
Missouri
$226K +$205K +3,306 New
RMA
323
Roffman Miller Associates
Pennsylvania
$221K +$201K +3,233 New
UCFA
324
United Capital Financial Advisors
Texas
$216K +$196K +3,160 New
KCM
325
Karp Capital Management
California
$216K +$197K +3,169 New

PNW Hedge Fund Activity: Q4 2014 in Review

411 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q4 2014, worth a combined $6.05B — up 25% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new PNW positions and 44 closed out — a net gain of 17 holders — while 136 added to existing stakes and 146 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $138M. The largest seller was Millennium Management, exiting entirely with an estimated $58.4M sold.

  • 411 institutional investors held Pinnacle West Capital (PNW) as of Q4 2014, up from 402 in Q3 2014.
  • Funds reported $6.05B of Pinnacle West Capital stock for Q4 2014, up 25% quarter-over-quarter.
  • 61 funds opened new Pinnacle West Capital positions in Q4 2014 and 44 closed out, a net change of +17 holders.
  • The largest Pinnacle West Capital buyer in Q4 2014 was Bank of New York Mellon, an estimated $138M added.
  • The largest Pinnacle West Capital seller in Q4 2014 was Millennium Management, an estimated $58.4M sold.

Based on aggregated 13F filings for Q4 2014.