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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
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$18.5M +$1.07M +19,950 +6%
MCM
52
Munder Capital Management
Michigan
$18.4M -$980K -18,282 -5%
Charles Schwab
53
Charles Schwab
California
$16.6M -$10M -186,964 -38%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$16.3M +$6.42M +119,778 +67%
AL
55
AJO LP
Pennsylvania
$15.8M -$4.12M -76,900 -21%
RFC
56
Regions Financial Corp
Alabama
$15.8M +$885K +16,518 +6%
IG
57
ING Group
Netherlands
$15.6M +$1.07M +19,900 +8%
VRS
58
Virginia Retirement Systems
Virginia
$15.5M +$44.7K +834 +0.3%
BMCMI
59
Bryn Mawr Capital Management Inc
Pennsylvania
$15.3M +$6.06M +113,045 +68%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$15.1M -$1.89M -35,333 -11%
RCAMU
61
Rothschild & Co Asset Management US
Connecticut
$15M -$44K -821 -0.3%
NFA
62
Nationwide Fund Advisors
Ohio
$14.7M -$11.3K -211 -0.1%
JP Morgan Chase
63
JP Morgan Chase
New York
$14.3M -$11.3M -210,350 -45%
Wells Fargo
64
Wells Fargo
California
$14.3M +$4.71M +87,829 +51%
BlackRock
65
BlackRock
New York
$14M +$185K +3,461 +1%
Nordea Investment Management
66
Nordea Investment Management
Sweden
$14M -$238K -4,442 -2%
CS
67
Credit Suisse
Switzerland
$13.7M -$2.32M -43,366 -15%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$13.4M -$287K -5,365 -2%
LSV Asset Management
69
LSV Asset Management
Illinois
$13.3M +$5.29M +98,721 +68%
AllianceBernstein
70
AllianceBernstein
Tennessee
$13.2M +$1.22M +22,816 +10%
PAM
71
Panagora Asset Management
Massachusetts
$13M -$9.23M -172,218 -42%
U
72
UBS
Switzerland
$12.4M +$6.87M +128,270 +130%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$11.8M +$130K +2,429 +1%
BIM
74
BlackRock Investment Management
Delaware
$11.8M +$422K +7,880 +4%
Credit Agricole
75
Credit Agricole
France
$11.5M -$577K -10,765 -5%

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.