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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
Lazard Asset Management
76
Lazard Asset Management
New York
$10.5M -$1.7M -27,380 -15%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$10.5M -$82.3K -1,325 -0.9%
Principal Financial Group
78
Principal Financial Group
Iowa
$10.4M +$499K +8,035 +6%
USAA
79
United Services Automobile Association
Texas
$10.4M +$342K +5,497 +4%
TA
80
Teachers Advisors
New York
$10.1M +$2.85M +45,833 +45%
BKBG
81
BHF Kleinwort Benson Group
Belgium
$9.91M +$2.26M +36,377 +25%
Barclays
82
Barclays
United Kingdom
$9.9M -$1.55M -24,934 -15%
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$9.9M +$21K +338 +0.2%
MTB
84
Mizuho Trust & Banking
Japan
$9.73M +$302K +4,860 +4%
US Bancorp
85
US Bancorp
Minnesota
$9.07M -$28.1K -452 -0.3%
BJ
86
BlackRock Japan
Japan
$8.53M +$1.14M +18,270 +17%
VRS
87
Virginia Retirement Systems
Virginia
$8.3M +$124 +2 +0%
MME
88
Meag Munich Ergo
Germany
$8.29M -$1.27M -20,446 -15%
ICM
89
ICC Capital Management
Florida
$8.02M +$1.5M +24,083 +26%
ADEF
90
Adams Diversified Equity Fund
Maryland
$7.86M
ARC
91
Absolute Return Capital
Massachusetts
$7.8M -$34.7M -558,789 -83%
GAM
92
Gotham Asset Management
New York
$7.39M +$6.72M +108,134 New
SCM
93
SIR Capital Management
New York
$7.17M +$1.46M +23,565 +29%
AG
94
Aperio Group
California
$7.14M +$388K +6,243 +6%
Swiss National Bank
95
Swiss National Bank
Switzerland
$6.97M -$230K -3,700 -3%
JMPWA
96
JP Morgan Private Wealth Advisors
California
$6.94M
CCMH
97
Cornerstone Capital Management Holdings
New York
$6.92M +$2.65M +42,703 +73%
SO
98
STRS Ohio
Ohio
$6.83M -$1.55M -25,000 -20%
HEIP
99
Hudson Edge Investment Partners
New Jersey
$6.7M -$1.24K -20 -0%
State of New Jersey Common Pension Fund D
100
State of New Jersey Common Pension Fund D
New Jersey
$6.49M

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.