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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
AA
376
Apriem Advisors
California
$32K
MCA
377
Mercer Capital Advisers
New Jersey
$32K
S
378
SignatureFD
Georgia
$32K +$24.1K +378 +338%
AWMS
379
Advocacy Wealth Management Services
Georgia
$32K +$31.8K +500 New
MMG
380
Monetary Management Group
Missouri
$26K
FNBT
381
FineMark National Bank & Trust
Florida
$22K
WA
382
WFG Advisors
Texas
$21K +$191 +3 +0.9%
KT
383
Kanaly Trust
Texas
$17K +$16.7K +262 New
FIB
384
First Interstate Bank
Montana
$16K
M
385
MOTCO
Texas
$16K
HWP
386
Hefty Wealth Partners
Indiana
$16K +$15.9K +250 New
WP
387
WealthPLAN Partners
Nebraska
$14.9K +$14.7K +231 New
FNBSF
388
First National Bank Sioux Falls
South Dakota
$14K
FWM
389
Focused Wealth Management
New York
$14K
Manulife (Manufacturers Life Insurance)
390
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.2K -$684K -10,744 -5%
AIM
391
Advantage Investment Management
Iowa
$13K
MPWT
392
MassMutual Private Wealth & Trust
Connecticut
$12.9K +$11.2K +176 +733%
JIC
393
Joel Isaacson & Co
New York
$12K
Bessemer Group
394
Bessemer Group
New Jersey
$11K -$5.92K -93 -35%
Parallax Volatility Advisers
395
Parallax Volatility Advisers
California
$11K +$10.8K +169 New
Simplex Trading
396
Simplex Trading
Illinois
$9K +$9.86K +155 New
TRCT
397
Tower Research Capital (TRC)
New York
$8K +$8.02K +126 New
CFG
398
Citizens Financial Group
Rhode Island
$8K +$8.34K +131 New
PCP
399
Proficio Capital Partners
Massachusetts
$7K +$6.49K +102 New
CFA
400
CT Financial Advisors
Pennsylvania
$6.45K

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.