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Pinnacle West Capital
PNW

400 hedge funds and large institutions have $5.68B invested in Pinnacle West Capital in 2015 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 140 increasing their positions, 137 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more call options, than puts

Call options by funds: $6.76M | Put options by funds: $1.76M

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

15% more capital invested

Capital invested by funds: $4.93B → $5.68B (+$749M)

1.44% more ownership

Funds ownership: 78.97% → 80.41% (+1.4%)

2% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 41

2% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 137

0% less funds holding

Funds holding: 401 → 400 (-1)

Holders
400
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
11.17%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
42
Increased
140
Reduced
137
Closed
41
Calls
$6.76M
Puts
$1.76M
Net Calls
+$5M
Net Calls Change
+$3.66M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$49.9M
2
PIM
Perkins Investment Management
Illinois
+$43.3M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$40.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$37.1M
5
TA
Teachers Advisors
New York
+$24.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$102M
2
JHIU
Janus Henderson Investors US
Colorado
-$28.6M
3
Franklin Resources
Franklin Resources
California
-$28.4M
4
NIMC
NWQ Investment Management Company
California
-$26.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$21.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
IGIM
426
I.G. Investment Management
Manitoba, Canada
– -$314K -5,526 Closed
LP
427
LMR Partners
United Kingdom
– -$273K -4,801 Closed
DTL
428
Dynamic Technology Lab
Singapore
– -$253K -4,446 Closed
NAMA
429
Nikko Asset Management Americas
New York
– -$158K -2,800 Closed
Twin Tree Management
430
Twin Tree Management
Texas
– -$87.1K -1,426 Closed
MIC
431
MU Investments Company
Japan
– -$57K -1,000 Closed
Thrivent Financial for Lutherans
432
Thrivent Financial for Lutherans
Minnesota
– -$37K -607 Closed
FFC
433
First Financial Corp
Indiana
– -$33K -575 Closed
AGM
434
Alpine Global Management
New York
– -$29K -504 Closed
SCA
435
Strategic Capital Alternatives
United States
– -$29K -502 Closed
SC
436
Searle & Co
Connecticut
– -$22K -400 Closed
PR
437
Payden & Rygel
California
– -$22K -380 Closed
EWM
438
Evercore Wealth Management
New York
– -$7K -125 Closed
BRWM
439
B. Riley Wealth Management
Tennessee
– -$3K -68 Closed
PSI
440
Pinnacle Summer Investments
Virginia
– +$6.11K +100 New
14 15 16 17
18

PNW Hedge Fund Activity: Q3 2015 in Review

400 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q3 2015, worth a combined $5.68B — up 15% from $4.93B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PNW positions and 41 closed out — a net gain of 1 holder — while 140 added to existing stakes and 137 trimmed.

The largest buyer was Ameriprise, adding an estimated $49.9M. The largest seller was Millennium Management, cutting an estimated $102M.

  • 400 institutional investors held Pinnacle West Capital (PNW) as of Q3 2015, down from 401 in Q2 2015.
  • Funds reported $5.68B of Pinnacle West Capital stock for Q3 2015, up 15% quarter-over-quarter.
  • 42 funds opened new Pinnacle West Capital positions in Q3 2015 and 41 closed out, a net change of +1 holder.
  • The largest Pinnacle West Capital buyer in Q3 2015 was Ameriprise, an estimated $49.9M added.
  • The largest Pinnacle West Capital seller in Q3 2015 was Millennium Management, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2015.