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Pinnacle West Capital

411 hedge funds and large institutions have $6.05B invested in Pinnacle West Capital in 2014 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 136 increasing their positions, 146 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

435% more call options, than puts

Call options by funds: $5.23M | Put options by funds: $977K

39% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 44

25% more capital invested

Capital invested by funds: $4.85B → $6.05B (+$1.19B)

2% more funds holding

Funds holding: 402411 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.26% less ownership

Funds ownership: 80.66%80.4% (-0.26%)

7% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 146

Holders
411
Holders Change
+9
Holders Change %
+2.24%
% of All Funds
10.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
61
Increased
136
Reduced
146
Closed
44
Calls
$5.23M
Puts
$977K
Net Calls
+$4.25M
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$19.6M +$344K +5,535 +2%
BlackRock
52
BlackRock
New York
$18.9M +$543K +8,731 +3%
BIM
53
BlackRock Investment Management
Delaware
$18.7M +$3.05M +49,084 +22%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$18.5M -$80.8K -1,300 -0.5%
EA
55
Euclid Advisors
Connecticut
$18.2M +$16.6M +266,737 New
N
56
Nuveen
North Carolina
$18M +$1.2M +19,363 +8%
NFA
57
Nationwide Fund Advisors
Ohio
$16.4M -$2.32M -37,314 -13%
Deutsche Bank
58
Deutsche Bank
Germany
$16M -$14.6M -235,231 -50%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$15.6M -$86.8K -1,396 -0.6%
American Century Companies
60
American Century Companies
Missouri
$15.4M -$82.3K -1,324 -0.6%
UBS Group
61
UBS Group
Switzerland
$15.3M +$13.9M +224,094 New
TD Asset Management
62
TD Asset Management
Ontario, Canada
$14.8M +$276K +4,437 +2%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$14.5M +$124K +2,000 +1%
AllianceBernstein
64
AllianceBernstein
Tennessee
$14.5M -$177K -2,848 -1%
Mitsubishi UFJ Trust & Banking
65
Mitsubishi UFJ Trust & Banking
Japan
$14.3M +$177K +2,847 +1%
PPA
66
Parametric Portfolio Associates
Washington
$14.2M +$247K +3,972 +2%
Prudential Financial
67
Prudential Financial
New Jersey
$14.1M +$367K +5,900 +3%
Comerica Bank
68
Comerica Bank
Texas
$13.7M +$6.35M +102,121 +104%
ED
69
Exane Derivatives
France
$13.4M +$12.2M +195,717 New
HSBC Holdings
70
HSBC Holdings
United Kingdom
$13.2M -$565K -9,093 -5%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$13.2M +$1.51M +24,300 +14%
Robeco Institutional Asset Management
72
Robeco Institutional Asset Management
Netherlands
$12.5M -$933K -15,009 -8%
Dimensional Fund Advisors
73
Dimensional Fund Advisors
Texas
$12.3M +$240K +3,855 +2%
MAA
74
Managed Account Advisors
New Jersey
$12.3M +$2.88M +46,350 +35%
MAM
75
Martingale Asset Management
Massachusetts
$11.2M +$1.69M +27,250 +20%

PNW Hedge Fund Activity: Q4 2014 in Review

411 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q4 2014, worth a combined $6.05B — up 25% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new PNW positions and 44 closed out — a net gain of 17 holders — while 136 added to existing stakes and 146 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $138M. The largest seller was Millennium Management, exiting entirely with an estimated $58.4M sold.

  • 411 institutional investors held Pinnacle West Capital (PNW) as of Q4 2014, up from 402 in Q3 2014.
  • Funds reported $6.05B of Pinnacle West Capital stock for Q4 2014, up 25% quarter-over-quarter.
  • 61 funds opened new Pinnacle West Capital positions in Q4 2014 and 44 closed out, a net change of +17 holders.
  • The largest Pinnacle West Capital buyer in Q4 2014 was Bank of New York Mellon, an estimated $138M added.
  • The largest Pinnacle West Capital seller in Q4 2014 was Millennium Management, an estimated $58.4M sold.

Based on aggregated 13F filings for Q4 2014.