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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
PSI
376
Pinnacle Summer Investments
Virginia
$6K
SFSIG
377
San Francisco Sentry Investment Group
California
$6K
M&T Bank
378
M&T Bank
New York
$5K
PSUF
379
People's United Financial
Connecticut
$5K
PTC
380
Private Trust Company
Ohio
$5K
BRWM
381
B. Riley Wealth Management
Tennessee
$4K +$3.48K +65 New
Walleye Trading
382
Walleye Trading
New York
$2.22K -$200K -3,735 -8%
EFSCE
383
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$857 -16 -27%
MPWT
384
MassMutual Private Wealth & Trust
Connecticut
$1.31K
CFA
385
Carroll Financial Associates
North Carolina
$1K
DPIM
386
Duff & Phelps Investment Management
Illinois
-$71.2M -1,345,860 Closed
D.E. Shaw & Co
387
D.E. Shaw & Co
New York
-$5.81M -109,708 Closed
AAM
388
Archipel Asset Management
Sweden
-$5.58M -105,260 Closed
Two Sigma Advisers
389
Two Sigma Advisers
New York
-$5.28M -99,714 Closed
Capital Fund Management (CFM)
390
Capital Fund Management (CFM)
France
-$4.59M -86,687 Closed
AL
391
Airain Ltd
Guernsey
-$2.95M -55,735 Closed
ARTA
392
A.R.T. Advisors
New York
-$2.71M -51,251 Closed
MSU
393
Maple Securities USA
New Jersey
-$2.56M -48,305 Closed
FQ
394
First Quadrant
California
-$2.08M -39,400 Closed
Thrivent Financial for Lutherans
395
Thrivent Financial for Lutherans
Minnesota
-$1.9M -35,983 Closed
SFPIA
396
Stevens First Principles Investment Advisors
California
-$1.87M -35,275 Closed
GXMC
397
Global X Management Company
New York
-$1.07M -20,219 Closed
PCM
398
Parsons Capital Management
Rhode Island
-$1M -18,925 Closed
Acadian Asset Management
399
Acadian Asset Management
Massachusetts
-$929K -17,550 Closed
SIM
400
SSI Investment Management
California
-$846K -15,983 Closed

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.