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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
HSBC Holdings
76
HSBC Holdings
United Kingdom
$10.9M -$6.01M -108,600 -36%
Lazard Asset Management
77
Lazard Asset Management
New York
$10.7M -$866K -15,650 -8%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$10.7M +$2.18M +39,390 +27%
Prudential Financial
79
Prudential Financial
New Jersey
$10.6M +$391K +7,062 +4%
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$9.92M +$127K +2,300 +1%
SO
81
STRS Ohio
Ohio
$9.83M +$1.38M +25,000 +17%
MME
82
Meag Munich Ergo
Germany
$9.72M +$2.42M +43,757 +35%
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
$9.49M -$1.19M -21,591 -12%
WI
84
WBI Investments
New Jersey
$9.29M -$108K -1,959 -1%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$9.1M -$154K -2,783 -2%
Dimensional Fund Advisors
86
Dimensional Fund Advisors
Texas
$8.88M +$301K +5,443 +4%
CIC
87
Cornercap Investment Counsel
Georgia
$8.72M +$179K +3,242 +2%
RhumbLine Advisers
88
RhumbLine Advisers
Massachusetts
$8.54M -$200K -3,616 -2%
Credit Agricole
89
Credit Agricole
France
$8.24M -$3.78M -68,361 -32%
MTB
90
Mizuho Trust & Banking
Japan
$8.21M +$4.59K +83 +0.1%
Principal Financial Group
91
Principal Financial Group
Iowa
$8.21M -$19.9M -359,863 -72%
CIA
92
CCM Investment Advisers
South Carolina
$8.03M +$6.94M +125,369 +933%
US Bancorp
93
US Bancorp
Minnesota
$7.9M -$365K -6,593 -5%
MAM
94
Martingale Asset Management
Massachusetts
$7.81M +$475K +8,586 +7%
HW
95
Hancock Whitney
Mississippi
$7.7M +$7.14M +129,143 +1,695%
BKBG
96
BHF Kleinwort Benson Group
Belgium
$7.28M +$1.35M +24,440 +22%
Barclays
97
Barclays
United Kingdom
$7.11M -$956K -17,281 -12%
JP Morgan Chase
98
JP Morgan Chase
New York
$6.92M -$7.82M -141,286 -54%
MAM
99
Magellan Asset Management
Australia
$6.7M -$2.17M -39,180 -25%
ADEF
100
Adams Diversified Equity Fund
Maryland
$6.65M

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.