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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
PAM
326
PartnerRe Asset Management
Connecticut
$146K +$750 +14 +0.5%
CCS
327
Crosspoint Capital Strategies
California
$141K
NYLIM
328
New York Life Investment Management
New York
$131K
QBFM
329
QS Batterymarch Financial Management
New York
$124K -$536K -9,999 -82%
IMS
330
Index Management Solutions
Pennsylvania
$120K +$52.7K +983 +81%
WA
331
Waverly Advisors
Alabama
$112K
GAM
332
Gemmer Asset Management
California
$111K +$109K +2,034 New
EAMA
333
EFG Asset Management (Americas)
Florida
$101K +$52.3K +976 +112%
GH
334
GAM Holding
Switzerland
$98K +$96.4K +1,800 New
Toronto Dominion Bank
335
Toronto Dominion Bank
Ontario, Canada
$96K +$161 +3 +0.2%
TFO
336
Tarbox Family Office
California
$95K
NCMG
337
NCM Capital Management Group
North Carolina
$94K +$32.1K +600 +53%
TFA
338
Transamerica Financial Advisors
Florida
$87K -$22.4K -418 -21%
TCOV
339
Trust Company of Vermont
Vermont
$87K
TWA
340
TCI Wealth Advisors
Arizona
$87K +$54 +1 +0.1%
DAM
341
Delta Asset Management
Tennessee
$81K -$3.48K -65 -4%
1IC
342
1919 Investment Counsel
Maryland
$72K
BA
343
BlackRock Advisors
Delaware
$71K -$107 -2 -0.2%
Fifth Third Bancorp
344
Fifth Third Bancorp
Ohio
$68K +$2.79K +52 +4%
AR
345
Advisory Research
Illinois
$68K +$66.3K +1,238 New
NES
346
New England Securities
New York
$60K +$16.2K +302 +38%
HSA
347
Hussman Strategic Advisors
Maryland
$55K
MIC
348
MU Investments Company
Japan
$54K
GIS
349
Guardian Investor Services
New York
$46K -$2.3K -43 -5%
CTC
350
Central Trust Company
Missouri
$46K

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.