We are live on ! Find out more
PNW icon

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
ASN
401
Advisory Services Network
Georgia
$6K
EDRE
402
Edmond de Rothschild (Europe)
Luxembourg
$6K
EDRH
403
Edmond de Rothschild Holding
Switzerland
$6K
NFG
404
Next Financial Group
Texas
$6K
DBT
405
Dubuque Bank & Trust
Iowa
$6K +$6.05K +95 New
NCA
406
NCM Capital Advisers
North Carolina
$5K
ZB
407
Zions Bancorporation
Utah
$5K
GAM
408
Gemmer Asset Management
California
$4K
PMFA
409
Plante Moran Financial Advisors
Michigan
$4K
VCM
410
Versant Capital Management
Arizona
$4K +$4.26K +67 New
GWM
411
Gupta Wealth Management
California
$3K
PSUF
412
People's United Financial
Connecticut
$3K
EFSCE
413
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$3.25K +51 New
TSU
414
TD Securities (USA)
New York
$2K -$2.42K -38 -60%
CHP
415
Cable Hill Partners
Oregon
$2K
CAW
416
Cornerstone Advisors (Washington)
Washington
$2K
JFGIW
417
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K -$1.78K -28 -58%
TCA
418
Tortoise Capital Advisors
Kansas
$1K
TFA
419
Transamerica Financial Advisors
Florida
$1K
QCG
420
Quadrant Capital Group
Ohio
$1K +$2.16K +34 +243%
N
421
Nuveen
North Carolina
$429 -$17.8M -280,125 -98%
AAMU
422
Amundi Asset Management US
Massachusetts
-$26M -405,587 Closed
CC
423
Chubb Corp
New Jersey
-$24.4M -380,000 Closed
ZP
424
Zimmer Partners
New York
-$22.2M -346,600 Closed
BKBG
425
BHF Kleinwort Benson Group
Belgium
-$20.9M -325,807 Closed

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.