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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
EOJOAM
326
E. Ohman J:or Asset Management
Sweden
$215K
PAM
327
Premier Asset Management
Illinois
$215K +$196K +3,150 New
LOAME
328
Lombard Odier Asset Management (Europe)
United Kingdom
$213K +$192K +3,096 New
HIM
329
Hillsdale Investment Management
Ontario, Canada
$212K -$37.3K -600 -16%
CLOS
330
Compagnie Lombard Odier SCmA
Switzerland
$211K -$20.8K -335 -10%
BF
331
BOK Financial
Oklahoma
$205K -$50.3K -810 -21%
V
332
Veritable
Delaware
$203K +$185K +2,977 New
CI
333
Conning Inc
Connecticut
$202K +$184K +2,959 New
WS
334
Wedbush Securities
California
$201K +$183K +2,949 New
RFA
335
Reilly Financial Advisors
California
$195K -$9.32K -150 -5%
TCOV
336
Trust Company of Vermont
Vermont
$178K
SSB
337
Sandy Spring Bank
Maryland
$177K -$18.6K -300 -10%
Daiwa Securities Group
338
Daiwa Securities Group
Japan
$164K -$18.6K -300 -11%
NYLIM
339
New York Life Investment Management
New York
$164K
SC
340
SRB Corp
Massachusetts
$163K -$7.52K -121 -5%
PAM
341
PartnerRe Asset Management
Connecticut
$161K +$20.5K +330 +16%
NAMA
342
Nikko Asset Management Americas
New York
$146K +$131K +2,100 New
GAM
343
Gemmer Asset Management
California
$139K
TWA
344
TCI Wealth Advisors
Arizona
$138K
NCMG
345
NCM Capital Management Group
North Carolina
$138K +$49.7K +800 +65%
VFA
346
Virtus Fund Advisers
Connecticut
$118K
IRS
347
Invictus RG (Singapore)
Singapore
$116K +$106K +1,700 New
Parallax Volatility Advisers
348
Parallax Volatility Advisers
California
$102K +$92.5K +1,488 New
WT
349
Whittier Trust
California
$102K +$93.2K +1,500 New
TFO
350
Tarbox Family Office
California
$100K -$42.3K -680 -32%

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.