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Pinnacle West Capital

384 hedge funds and large institutions have $5.16B invested in Pinnacle West Capital in 2014 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 136 increasing their positions, 136 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

839% more call options, than puts

Call options by funds: $3.97M | Put options by funds: $423K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 35

8% more capital invested

Capital invested by funds: $4.79B → $5.16B (+$374M)

1.18% more ownership

Funds ownership: 79.68%80.87% (+1.2%)

0% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 136

0% less funds holding

Funds holding: 385384 (-1)

Holders
384
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
11.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
39
Increased
136
Reduced
136
Closed
35
Calls
$3.97M
Puts
$423K
Net Calls
+$3.55M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
351
Apriem Advisors
California
$29K
DBT
352
Dubuque Bank & Trust
Iowa
$29K +$27.6K +499 New
QBFM
353
QS Batterymarch Financial Management
New York
$27K -$100K -1,811 -80%
SAMC
354
Shinko Asset Management Company
Japan
$27K
AW
355
Alpha Windward
Massachusetts
$27K +$26.1K +472 New
PTC
356
Private Trust Company
Ohio
$26K +$19.2K +347 +347%
MAM
357
Mizuho Asset Management
Japan
$26K +$25.2K +455 New
DADC
358
D.A. Davidson & Co
Montana
$24K -$8.3K -150 -26%
WA
359
WFG Advisors
Texas
$24K +$221 +4 +1%
WEC
360
Winslow Evans & Crocker
Massachusetts
$23.1K
MMG
361
Monetary Management Group
Missouri
$23K
PR
362
Payden & Rygel
California
$22K
FNBT
363
FineMark National Bank & Trust
Florida
$20K
TRCT
364
Tower Research Capital (TRC)
New York
$18K -$171K -3,097 -91%
GGPS
365
Gary Goldberg Planning Services
New York
$16K
MFS
366
MSI Financial Services
Massachusetts
$15K -$8.35K -151 -37%
M
367
MOTCO
Texas
$14K
KTC
368
Kistler-Tiffany Companies
Pennsylvania
$13K -$12.9K -233 -50%
FWM
369
Focused Wealth Management
New York
$12K
OIA
370
Optimum Investment Advisors
Illinois
$12K
PAS
371
Partnervest Advisory Services
California
$12K +$11.8K +213 New
OSAM
372
O'Shaughnessy Asset Management
Connecticut
$11K -$941 -17 -8%
PSI
373
Pinnacle Summer Investments
Virginia
$7K
GSC
374
Ground Swell Capital
South Carolina
$7K +$6.86K +124 New
M&T Bank
375
M&T Bank
New York
$6K

PNW Hedge Fund Activity: Q2 2014 in Review

384 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q2 2014, worth a combined $5.16B — up 7.8% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PNW positions and 35 closed out — a net gain of 4 holders — while 136 added to existing stakes and 136 trimmed.

The largest buyer was Capital World Investors, adding an estimated $154M. The largest seller was Suntrust Banks, cutting an estimated $71.4M.

  • 384 institutional investors held Pinnacle West Capital (PNW) as of Q2 2014, down from 385 in Q1 2014.
  • Funds reported $5.16B of Pinnacle West Capital stock for Q2 2014, up 7.8% quarter-over-quarter.
  • 39 funds opened new Pinnacle West Capital positions in Q2 2014 and 35 closed out, a net change of +4 holders.
  • The largest Pinnacle West Capital buyer in Q2 2014 was Capital World Investors, an estimated $154M added.
  • The largest Pinnacle West Capital seller in Q2 2014 was Suntrust Banks, an estimated $71.4M sold.

Based on aggregated 13F filings for Q2 2014.