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Pinnacle West Capital

385 hedge funds and large institutions have $4.79B invested in Pinnacle West Capital in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 145 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,076% more call options, than puts

Call options by funds: $1.86M | Put options by funds: $158K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

5% more capital invested

Capital invested by funds: $4.55B → $4.79B (+$233M)

2% more funds holding

Funds holding: 378385 (+7)

1.42% more ownership

Funds ownership: 78.26%79.68% (+1.4%)

11% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 145

Holders
385
Holders Change
+7
Holders Change %
+1.85%
% of All Funds
11.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
40
Increased
129
Reduced
145
Closed
29
Calls
$1.86M
Puts
$158K
Net Calls
+$1.7M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
26
Winton Capital Management
United Kingdom
$33.6M -$14M -262,166 -30%
AQR Capital Management
27
AQR Capital Management
Connecticut
$33.1M -$2.13M -39,800 -6%
GC
28
Guggenheim Capital
Illinois
$32.6M +$8.17M +152,532 +34%
Deutsche Bank
29
Deutsche Bank
Germany
$30.5M +$5.06M +94,392 +20%
N
30
Nuveen
North Carolina
$30.5M -$16M -298,240 -35%
American Century Companies
31
American Century Companies
Missouri
$30.3M -$13.1M -244,710 -31%
ARC
32
Absolute Return Capital
Massachusetts
$30.1M -$11M -205,094 -27%
Morgan Stanley
33
Morgan Stanley
New York
$28.2M -$5.29M -98,724 -16%
Principal Financial Group
34
Principal Financial Group
Iowa
$27.4M -$38.4K -716 -0.1%
PI
35
PGGM Investments
Netherlands
$27.3M +$17.3M +323,453 +184%
Goldman Sachs
36
Goldman Sachs
New York
$27.3M -$5.92M -110,430 -18%
TCIM
37
TIAA CREF Investment Management
New York
$26.9M -$15.1M -281,489 -36%
RFC
38
Russell Frank Company
Washington
$26.7M -$2.87M -53,502 -10%
RCM
39
Riverhead Capital Management
Delaware
$26.4M +$895K +16,704 +4%
Allianz Asset Management
40
Allianz Asset Management
Germany
$25.2M -$249K -4,648 -1%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$24.3M -$2.97M -55,494 -11%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$24.1M -$2.01M -37,591 -8%
First Trust Advisors
43
First Trust Advisors
Illinois
$23.8M -$16.6M -310,060 -42%
UBS AM
44
UBS AM
Illinois
$21.6M +$1.26M +23,528 +6%
GF
45
Gabelli Funds
New York
$21.6M -$429K -8,000 -2%
AAMU
46
Amundi Asset Management US
Massachusetts
$21.5M +$21.1M +393,834 New
CC
47
Chubb Corp
New Jersey
$20.8M
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$19.7M -$2.07M -38,600 -10%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$19.7M -$188K -3,500 -1%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$19.3M +$3.46M +64,536 +22%

PNW Hedge Fund Activity: Q1 2014 in Review

385 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q1 2014, worth a combined $4.79B — up 5.1% from $4.55B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PNW positions and 29 closed out — a net gain of 11 holders — while 129 added to existing stakes and 145 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $89.7M. The largest seller was Duff & Phelps Investment Management, exiting entirely with an estimated $71.2M sold.

  • 385 institutional investors held Pinnacle West Capital (PNW) as of Q1 2014, up from 378 in Q4 2013.
  • Funds reported $4.79B of Pinnacle West Capital stock for Q1 2014, up 5.1% quarter-over-quarter.
  • 40 funds opened new Pinnacle West Capital positions in Q1 2014 and 29 closed out, a net change of +11 holders.
  • The largest Pinnacle West Capital buyer in Q1 2014 was VOYA Investment Management, an estimated $89.7M added.
  • The largest Pinnacle West Capital seller in Q1 2014 was Duff & Phelps Investment Management, an estimated $71.2M sold.

Based on aggregated 13F filings for Q1 2014.