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Pinnacle West Capital

378 hedge funds and large institutions have $4.55B invested in Pinnacle West Capital in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 126 increasing their positions, 132 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $613K

1.7% more ownership

Funds ownership: 76.56%78.26% (+1.7%)

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

0% more funds holding

Funds holding: 378378 (0)

1% less capital invested

Capital invested by funds: $4.6B → $4.55B (-$49.8M)

5% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 132

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
378
Holders Change
Holders Change %
0%
% of All Funds
10.97%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
45
Increased
126
Reduced
132
Closed
41
Calls
$1.26M
Puts
$613K
Net Calls
+$647K
Net Calls Change
-$136K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
Munder Capital Management
Michigan
$18.8M +$2.6M +47,390 +15%
JHIU
52
Janus Henderson Investors US
Colorado
$17.7M -$15.8M -289,061 -46%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$16.8M -$4M -73,000 -19%
Millennium Management
54
Millennium Management
New York
$16.5M -$40.7M -743,329 -70%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$16.5M -$3.24M -59,114 -16%
CS
56
Credit Suisse
Switzerland
$15.5M +$752K +13,735 +5%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$15.3M +$14.6M +267,068 +1,262%
Robeco Institutional Asset Management
58
Robeco Institutional Asset Management
Netherlands
$15M +$30.4K +555 +0.2%
VRS
59
Virginia Retirement Systems
Virginia
$15M -$5.45M -99,566 -26%
Jacobs Levy Equity Management
60
Jacobs Levy Equity Management
New Jersey
$14.8M +$2.98M +54,478 +24%
RCAMU
61
Rothschild & Co Asset Management US
Connecticut
$14.6M -$823K -15,019 -5%
RFC
62
Regions Financial Corp
Alabama
$14.5M +$666K +12,158 +5%
NFA
63
Nationwide Fund Advisors
Ohio
$14.2M +$12.7M +231,376 +615%
IG
64
ING Group
Netherlands
$14M +$14.5M +265,000 New
Nordea Investment Management
65
Nordea Investment Management
Sweden
$13.7M -$964K -17,602 -6%
SG Americas Securities
66
SG Americas Securities
New York
$13.4M +$3.77M +68,749 +37%
BlackRock
67
BlackRock
New York
$13.4M +$830K +15,145 +6%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$13.2M -$969K -17,695 -7%
Credit Agricole
69
Credit Agricole
France
$11.7M +$5.05M +92,151 +71%
AllianceBernstein
70
AllianceBernstein
Tennessee
$11.6M -$217K -3,955 -2%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$11.3M -$656K -11,984 -5%
NI
72
Numeric Investors
Massachusetts
$11.2M -$1.81M -33,000 -13%
BIM
73
BlackRock Investment Management
Delaware
$11M -$370K -6,746 -3%
Lazard Asset Management
74
Lazard Asset Management
New York
$10.7M +$11.1M +202,300 New
PPA
75
Parametric Portfolio Associates
Washington
$10.7M +$180K +3,294 +2%

PNW Hedge Fund Activity: Q4 2013 in Review

378 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q4 2013, worth a combined $4.55B — down 1.1% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PNW positions and 41 closed out — a net gain of 4 holders — while 126 added to existing stakes and 132 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $110M. The largest seller was Acadian Asset Management, cutting an estimated $48.6M.

  • 378 institutional investors held Pinnacle West Capital (PNW) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $4.55B of Pinnacle West Capital stock for Q4 2013, down 1.1% quarter-over-quarter.
  • 45 funds opened new Pinnacle West Capital positions in Q4 2013 and 41 closed out, a net change of +4 holders.
  • The largest Pinnacle West Capital buyer in Q4 2013 was Capital World Investors, an estimated $110M added.
  • The largest Pinnacle West Capital seller in Q4 2013 was Acadian Asset Management, an estimated $48.6M sold.

Based on aggregated 13F filings for Q4 2013.