We are live on ! Find out more
PNW icon

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
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$10.5M +$71.2K +1,300 +0.7%
TD Asset Management
77
TD Asset Management
Ontario, Canada
$10.5M +$641K +11,700 +6%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$10.4M -$47.4K -866 -0.4%
WI
79
WBI Investments
New Jersey
$9.72M +$10.1M +183,690 New
HSBC Holdings
80
HSBC Holdings
United Kingdom
$9.44M +$2.1M +38,392 +27%
PI
81
PGGM Investments
Netherlands
$9.31M -$151K -2,753 -2%
Wells Fargo
82
Wells Fargo
California
$9.15M -$127K -2,326 -1%
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$8.96M -$866K -15,800 -9%
Prudential Financial
84
Prudential Financial
New Jersey
$8.92M -$405K -7,400 -4%
Barclays
85
Barclays
United Kingdom
$8.85M +$1.02M +18,575 +12%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$8.8M +$460K +8,402 +5%
BMCMI
87
Bryn Mawr Capital Management Inc
Pennsylvania
$8.79M +$7.19M +131,186 +375%
AAF
88
Andra AP-fonden
Sweden
$8.76M +$285K +5,200 +3%
MAM
89
Magellan Asset Management
Australia
$8.18M +$109K +1,990 +1%
RhumbLine Advisers
90
RhumbLine Advisers
Massachusetts
$8.11M -$564K -10,300 -6%
MTB
91
Mizuho Trust & Banking
Japan
$7.96M -$395K -7,213 -5%
US Bancorp
92
US Bancorp
Minnesota
$7.85M -$107K -1,955 -1%
Dimensional Fund Advisors
93
Dimensional Fund Advisors
Texas
$7.81M -$57K -1,040 -0.7%
LSV Asset Management
94
LSV Asset Management
Illinois
$7.7M
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$7.5M +$6.73M +122,894 +649%
CIC
96
Cornercap Investment Counsel
Georgia
$7.2M +$855K +15,610 +13%
TA
97
Teachers Advisors
New York
$7.11M -$961K -17,545 -12%
CCIA
98
Campbell & Co Investment Adviser
Maryland
$6.95M +$7.2M +131,346 New
VOYA Investment Management
99
VOYA Investment Management
Georgia
$6.91M +$50.1K +915 +0.7%
SCM
100
Stevens Capital Management
Pennsylvania
$6.79M +$5.49M +100,268 +357%

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.