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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
GMIM
426
General Motors Investment Management
New York
– -$1.09M -19,970 Closed
PAM
427
Princeton Alpha Management
New Jersey
– -$990K -18,113 Closed
CC
428
Cipher Capital
New York
– -$887K -16,242 Closed
AI
429
Analytic Investors
California
– -$795K -14,550 Closed
JG
430
Jefferies Group
New York
– -$682K -12,478 Closed
FCB
431
First Citizens Bancorporation
South Carolina
– -$676K -12,376 Closed
Verition Fund Management
432
Verition Fund Management
Connecticut
– -$667K -12,205 Closed
NI
433
Numeric Investors
Massachusetts
– -$623K -11,400 Closed
CEP
434
Chicago Equity Partners
Illinois
– -$621K -11,380 Closed
GCP
435
GSA Capital Partners
United Kingdom
– -$591K -10,817 Closed
LOAMS
436
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$589K -10,731 Closed
DTL
437
Dynamic Technology Lab
Singapore
– -$551K -10,091 Closed
SB
438
Suntrust Banks
Georgia
– -$484K -8,879 Closed
LBG
439
Lloyds Banking Group
United Kingdom
– -$455K -8,345 Closed
QAM
440
Quantres Asset Management
Cayman Islands
– -$410K -7,500 Closed
PP
441
Paloma Partners
Connecticut
– -$290K -5,300 Closed
WA
442
Whitebox Advisors
Minnesota
– -$284K -5,200 Closed
AL
443
Airain Ltd
Guernsey
– -$244K -4,459 Closed
PI
444
Putnam Investments
Massachusetts
– -$241K -4,411 Closed
IC
445
IKOS CIF
Cyprus
– -$145K -2,547 Closed
QT
446
Quantbot Technologies
New York
– -$112K -2,065 Closed
WA
447
Waverly Advisors
Alabama
– -$109K -2,000 Closed
TRCT
448
Tower Research Capital (TRC)
New York
– -$90K -1,642 Closed
FNYS
449
First New York Securities
New York
– -$48.2K -882 Closed
DBT
450
Dubuque Bank & Trust
Iowa
– -$27K -499 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.