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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
HR
351
Howe & Rusling
New York
$35K
GLI
352
Guardian Life Insurance
New York
$34K
SF
353
Synovus Financial
Georgia
$32K +$1.34K +25 +4%
FCCM
354
First City Capital Management
Georgia
$32K +$31.3K +585 New
FFC
355
First Financial Corp
Indiana
$31K
DADC
356
D.A. Davidson & Co
Montana
$31K +$16.1K +300 +105%
MCM
357
Manchester Capital Management
Vermont
$28K
AA
358
Apriem Advisors
California
$27K
SAMC
359
Shinko Asset Management Company
Japan
$25K -$7.23K -135 -23%
KTC
360
Kistler-Tiffany Companies
Pennsylvania
$25K
Northwestern Mutual Wealth Management
361
Northwestern Mutual Wealth Management
Wisconsin
$23K
MFS
362
MSI Financial Services
Massachusetts
$23K +$5.2K +97 +31%
WA
363
WFG Advisors
Texas
$22K +$161 +3 +0.7%
MMG
364
Monetary Management Group
Missouri
$22K +$21.4K +400 New
W
365
Wealthfront
California
$22K +$21.5K +402 New
WEC
366
Winslow Evans & Crocker
Massachusetts
$21.9K
PR
367
Payden & Rygel
California
$21K +$15K +280 +280%
FNBT
368
FineMark National Bank & Trust
Florida
$19K
GGPS
369
Gary Goldberg Planning Services
New York
$15K
M
370
MOTCO
Texas
$14K
OSAM
371
O'Shaughnessy Asset Management
Connecticut
$12K -$4.98K -93 -30%
FWM
372
Focused Wealth Management
New York
$12K
Manulife (Manufacturers Life Insurance)
373
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.5K +$5.51M +102,748 +96%
OIA
374
Optimum Investment Advisors
Illinois
$11K
CFA
375
CT Financial Advisors
Pennsylvania
$6.38K +$5.36K +100 New

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.