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Pinnacle West Capital

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: 402411 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
376
Mercer Capital Advisers
New Jersey
$34K +$31.1K +500 New
MAM
377
Mizuho Asset Management
Japan
$31K
AW
378
Alpha Windward
Massachusetts
$28K -$3.92K -63 -13%
WEC
379
Winslow Evans & Crocker
Massachusetts
$27.3K
MMG
380
Monetary Management Group
Missouri
$27K
SC
381
Searle & Co
Connecticut
$27K +$24.9K +400 New
PR
382
Payden & Rygel
California
$26K
SAMC
383
Shinko Asset Management Company
Japan
$25K -$6.21K -100 -22%
FNBT
384
FineMark National Bank & Trust
Florida
$24K
Bessemer Group
385
Bessemer Group
New Jersey
$24K +$21.4K +345 New
RNS
386
Robert N. Shapiro
$24K +$21.9K +353 New
Royal London Asset Management
387
Royal London Asset Management
United Kingdom
$23.6K +$442K +7,109 +26%
Twin Tree Management
388
Twin Tree Management
Texas
$22K +$20.1K +324 New
GGPS
389
Gary Goldberg Planning Services
New York
$19K
PVH
390
Psagot Value Holdings
Israel
$19K
MFS
391
MSI Financial Services
Massachusetts
$18K
M
392
MOTCO
Texas
$17K
Manulife (Manufacturers Life Insurance)
393
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.7K +$521K +8,383 +4%
KTC
394
Kistler-Tiffany Companies
Pennsylvania
$16K
FWM
395
Focused Wealth Management
New York
$15K
FNBSF
396
First National Bank Sioux Falls
South Dakota
$15K +$13.7K +220 New
OIA
397
Optimum Investment Advisors
Illinois
$14K
AIM
398
Advantage Investment Management
Iowa
$14K +$12.4K +200 New
GWA
399
Genesis Wealth Advisors
Massachusetts
$7.58K +$7.27K +117 New
NFG
400
Next Financial Group
Texas
$7K -$18.6K -300 -75%

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.