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Pinnacle West Capital

384 hedge funds and large institutions have $5.16B invested in Pinnacle West Capital in 2014 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 136 increasing their positions, 136 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

839% more call options, than puts

Call options by funds: $3.97M | Put options by funds: $423K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 35

8% more capital invested

Capital invested by funds: $4.79B → $5.16B (+$374M)

1.18% more ownership

Funds ownership: 79.68%80.87% (+1.2%)

0% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 136

0% less funds holding

Funds holding: 385384 (-1)

Holders
384
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
11.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
39
Increased
136
Reduced
136
Closed
35
Calls
$3.97M
Puts
$423K
Net Calls
+$3.55M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Nordea Investment Management
51
Nordea Investment Management
Sweden
$16.7M +$1.87M +33,797 +13%
VRS
52
Virginia Retirement Systems
Virginia
$16.4M +$775 +14 +0%
CS
53
Credit Suisse
Switzerland
$16.3M +$1.8M +32,537 +13%
Wells Fargo
54
Wells Fargo
California
$16.1M +$955K +17,263 +7%
BlackRock
55
BlackRock
New York
$15.7M +$897K +16,210 +6%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$15.6M -$289K -5,225 -2%
NFA
57
Nationwide Fund Advisors
Ohio
$15.4M -$134K -2,421 -0.9%
LSV Asset Management
58
LSV Asset Management
Illinois
$15.1M +$946K +17,100 +7%
N
59
Nuveen
North Carolina
$14.2M -$17.3M -312,735 -56%
Renaissance Technologies
60
Renaissance Technologies
New York
$13.9M -$24M -433,100 -64%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.7M +$1.48M +26,717 +13%
EA
62
Euclid Advisors
Connecticut
$13.5M +$12.9M +232,620 New
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$13.4M -$712K -12,866 -5%
American Century Companies
64
American Century Companies
Missouri
$13.1M -$18.1M -327,935 -59%
BIM
65
BlackRock Investment Management
Delaware
$13.1M +$575K +10,386 +5%
BMCMI
66
Bryn Mawr Capital Management Inc
Pennsylvania
$13.1M -$2.96M -53,456 -19%
Mitsubishi UFJ Trust & Banking
67
Mitsubishi UFJ Trust & Banking
Japan
$12.6M +$122K +2,203 +1%
TD Asset Management
68
TD Asset Management
Ontario, Canada
$12.6M +$1.05M +18,900 +10%
AllianceBernstein
69
AllianceBernstein
Tennessee
$12.5M -$1.46M -26,458 -11%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$11.8M +$194K +3,500 +2%
PAM
71
Panagora Asset Management
Massachusetts
$11.6M -$2.03M -36,709 -15%
Robeco Institutional Asset Management
72
Robeco Institutional Asset Management
Netherlands
$11.5M +$129K +2,330 +1%
PPA
73
Parametric Portfolio Associates
Washington
$11.1M -$64.8K -1,172 -0.6%
WG
74
Winton Group
United Kingdom
$11M +$10.5M +190,535 New
U
75
UBS
Switzerland
$10.9M -$2.09M -37,745 -17%

PNW Hedge Fund Activity: Q2 2014 in Review

384 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q2 2014, worth a combined $5.16B — up 7.8% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PNW positions and 35 closed out — a net gain of 4 holders — while 136 added to existing stakes and 136 trimmed.

The largest buyer was Capital World Investors, adding an estimated $154M. The largest seller was Suntrust Banks, cutting an estimated $71.4M.

  • 384 institutional investors held Pinnacle West Capital (PNW) as of Q2 2014, down from 385 in Q1 2014.
  • Funds reported $5.16B of Pinnacle West Capital stock for Q2 2014, up 7.8% quarter-over-quarter.
  • 39 funds opened new Pinnacle West Capital positions in Q2 2014 and 35 closed out, a net change of +4 holders.
  • The largest Pinnacle West Capital buyer in Q2 2014 was Capital World Investors, an estimated $154M added.
  • The largest Pinnacle West Capital seller in Q2 2014 was Suntrust Banks, an estimated $71.4M sold.

Based on aggregated 13F filings for Q2 2014.