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Pinnacle West Capital

422 hedge funds and large institutions have $5.76B invested in Pinnacle West Capital in 2015 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 144 increasing their positions, 134 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $5.92M | Put options by funds: $1.94M

93% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 29

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 400422 (+22)

7% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 134

1% more capital invested

Capital invested by funds: $5.68B → $5.76B (+$72.9M)

0.29% more ownership

Funds ownership: 80.41%80.71% (+0.29%)

Holders
422
Holders Change
+22
Holders Change %
+5.5%
% of All Funds
11.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
56
Increased
144
Reduced
134
Closed
29
Calls
$5.92M
Puts
$1.94M
Net Calls
+$3.98M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
351
Pacer Advisors
Pennsylvania
$113K +$111K +1,747 New
VFA
352
Virtus Fund Advisers
Connecticut
$103K
ES
353
Equitec Specialists
Illinois
$103K +$102K +1,597 New
DADC
354
D.A. Davidson & Co
Montana
$99K +$22.7K +357 +30%
TF
355
Tompkins Financial
New York
$97K +$95.5K +1,500 New
NCMG
356
NCM Capital Management Group
North Carolina
$95K
TFO
357
Tarbox Family Office
California
$95K
IWMPD
358
Integrated Wealth Management (Palm Desert)
California
$87K
MAM
359
Mizuho Asset Management
Japan
$86K
DAM
360
Delta Asset Management
Tennessee
$84K -$891 -14 -1%
HNB
361
Huntington National Bank
Ohio
$84K
AWM
362
Arbor Wealth Management
Florida
$83K +$77.8K +1,222 New
CG
363
Cutler Group
California
$82K +$81.1K +1,275 New
WA
364
WealthTrust-Arizona
Arizona
$77K -$143K -2,254 -65%
EOJOAM
365
E. Ohman J:or Asset Management
Sweden
$70.9K
HSA
366
Hussman Strategic Advisors
Maryland
$64K
WEC
367
Winslow Evans & Crocker
Massachusetts
$56.4K
CTC
368
Central Trust Company
Missouri
$54K
PAM
369
PartnerRe Asset Management
Connecticut
$48K -$80.4K -1,263 -63%
PAIA
370
Park Avenue Institutional Advisers
New York
$47K -$1.46K -23 -3%
WAM
371
Wealthspire Advisors (Maryland)
Maryland
$45K +$44K +691 New
FHA
372
First Horizon Advisors
Tennessee
$39K -$37.1K -583 -49%
FCCM
373
First City Capital Management
Georgia
$37.7K
GLI
374
Guardian Life Insurance
New York
$33K -$8.15K -128 -20%
MCM
375
Manchester Capital Management
Vermont
$33K

PNW Hedge Fund Activity: Q4 2015 in Review

422 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q4 2015, worth a combined $5.76B — up 1.3% from $5.68B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PNW positions and 29 closed out — a net gain of 27 holders — while 144 added to existing stakes and 134 trimmed.

The largest buyer was Millennium Management, adding an estimated $165M. The largest seller was Bank of New York Mellon, cutting an estimated $138M.

  • 422 institutional investors held Pinnacle West Capital (PNW) as of Q4 2015, up from 400 in Q3 2015.
  • Funds reported $5.76B of Pinnacle West Capital stock for Q4 2015, up 1.3% quarter-over-quarter.
  • 56 funds opened new Pinnacle West Capital positions in Q4 2015 and 29 closed out, a net change of +27 holders.
  • The largest Pinnacle West Capital buyer in Q4 2015 was Millennium Management, an estimated $165M added.
  • The largest Pinnacle West Capital seller in Q4 2015 was Bank of New York Mellon, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2015.