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Pinnacle West Capital
PNW

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: 402 → 411 (+9)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$138M
2
BFA
BlackRock Fund Advisors
California
+$37.3M
3
State Street
State Street
Massachusetts
+$29.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$26.3M
5
Victory Capital Management
Victory Capital Management
Texas
+$23.3M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$58.4M
2
Franklin Resources
Franklin Resources
California
-$46.6M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$40.4M
4
ARC
Absolute Return Capital
Massachusetts
-$34.7M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$28.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
351
Delta Asset Management
Tennessee
$98K – – –
GH
352
GAM Holding
Switzerland
$96K -$24.9K -400 -22%
HNB
353
Huntington National Bank
Ohio
$88K +$80.7K +1,298 New
IMS
354
Index Management Solutions
Pennsylvania
$87K -$233K -3,745 -75%
Fifth Third Bancorp
355
Fifth Third Bancorp
Ohio
$86K +$1.06K +17 +1%
FM
356
Forward Management
California
$75K +$68.4K +1,100 New
MIC
357
MU Investments Company
Japan
$70K – – –
HSA
358
Hussman Strategic Advisors
Maryland
$68K – – –
EPM
359
Equitec Proprietary Markets
Illinois
$68K +$62K +997 New
W
360
Wealthfront
California
$58K +$6.03K +97 +13%
CTC
361
Central Trust Company
Missouri
$57K – – –
NES
362
New England Securities
New York
$56K – – –
GIS
363
Guardian Investor Services
New York
$52K -$1.3K -21 -3%
FHA
364
First Horizon Advisors
Tennessee
$49K +$44.2K +711 New
Schroder Investment Management Group
365
Schroder Investment Management Group
United Kingdom
$48K -$771K -12,410 -95%
Thrivent Financial for Lutherans
366
Thrivent Financial for Lutherans
Minnesota
$43K – – –
DADC
367
D.A. Davidson & Co
Montana
$42K – – –
GLI
368
Guardian Life Insurance
New York
$42K – – –
SF
369
Synovus Financial
Georgia
$41K – – –
NIMI
370
Natixis Investment Managers International
France
$40K +$36.4K +585 New
FCCM
371
First City Capital Management
Georgia
$40K +$36.4K +585 New
FFC
372
First Financial Corp
Indiana
$39K – – –
WA
373
WFG Advisors
Texas
$35K +$186 +3 +0.6%
AA
374
Apriem Advisors
California
$34K – – –
MCM
375
Manchester Capital Management
Vermont
$34K – – –
13 14
15
16 17

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.