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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
PSI
401
Pinnacle Summer Investments
Virginia
$7K -$7.39K -119 -94%
PSUF
402
People's United Financial
Connecticut
$7K – – –
CFA
403
CT Financial Advisors
Pennsylvania
$6.83K +$6.21K +100 New
BRWM
404
B. Riley Wealth Management
Tennessee
$4K – – –
CAW
405
Cornerstone Advisors (Washington)
Washington
$4K +$3.67K +59 New
PMFA
406
Plante Moran Financial Advisors
Michigan
$3K – – –
TFA
407
Transamerica Financial Advisors
Florida
$2K -$121K -1,950 -99%
TCA
408
Tortoise Capital Advisors
Kansas
$2K +$559 +9 +53%
JFGIW
409
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K – – –
CHP
410
Cable Hill Partners
Oregon
$1K +$1.12K +18 New
BRWA
411
B. Riley Wealth Advisors
Florida
$2 +$1.55K +25 New
Millennium Management
412
Millennium Management
New York
– -$58.4M -1,069,359 Closed
NAM
413
Nexus Asset Management
New York
– -$17.3M -316,062 Closed
Two Sigma Investments
414
Two Sigma Investments
New York
– -$16.8M -308,100 Closed
WMSA
415
Weiss Multi-Strategy Advisers
New York
– -$13.8M -252,400 Closed
SCM
416
Stevens Capital Management
Pennsylvania
– -$5.47M -100,064 Closed
GCA
417
Gideon Capital Advisors
New York
– -$4.19M -76,701 Closed
GACM
418
Green Arrow Capital Management
New York
– -$3.77M -69,065 Closed
PP
419
PDT Partners
New York
– -$2.6M -47,669 Closed
Walleye Trading
420
Walleye Trading
New York
– -$2.32M -37,390 Closed
PCM
421
Prelude Capital Management
New York
– -$1.66M -30,433 Closed
CMBA
422
C.M. Bidwell & Associates
Hawaii
– -$1.53M -28,000 Closed
VAM
423
Visium Asset Management
New York
– -$1.42M -26,042 Closed
Jane Street
424
Jane Street
New York
– -$1.24M -22,741 Closed
LCP
425
Longbow Capital Partners
New York
– -$1.13M -20,655 Closed
15 16
17
18 19

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.