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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
BJ
101
BlackRock Japan
Japan
$6.67M -$108K -1,970 -2%
Citadel Advisors
102
Citadel Advisors
Florida
$6.33M +$2.56M +46,683 +64%
Swiss National Bank
103
Swiss National Bank
Switzerland
$6.17M -$131K -2,400 -2%
ADEF
104
Adams Diversified Equity Fund
Maryland
$6.09M
HI
105
HBK Investments
Texas
$5.98M +$4.43M +80,916 +252%
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$5.81M +$2.37M +43,352 +65%
MAM
107
Martingale Asset Management
Massachusetts
$5.76M -$800K -14,604 -12%
AAM
108
Archipel Asset Management
Sweden
$5.58M +$5.77M +105,260 New
Korea Investment Corp
109
Korea Investment Corp
South Korea
$5.52M +$624K +11,400 +12%
CA
110
Commerzbank Aktiengesellschaft
Germany
$5.38M +$2.28M +41,648 +69%
DCM
111
Dupont Capital Management
Delaware
$5.35M +$2.26M +41,273 +69%
Two Sigma Advisers
112
Two Sigma Advisers
New York
$5.28M -$254K -4,642 -4%
HEIP
113
Hudson Edge Investment Partners
New Jersey
$5.23M -$250K -4,570 -4%
U
114
UBS
Switzerland
$5.22M -$674K -12,303 -11%
State of Wisconsin Investment Board
115
State of Wisconsin Investment Board
Wisconsin
$5.11M +$856K +15,620 +19%
SONJCPFA
116
State of New Jersey Common Pension Fund A
New Jersey
$5.03M
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$4.86M -$4.27M -77,982 -46%
USAA
118
United Services Automobile Association
Texas
$4.68M -$236K -4,300 -5%
JIR
119
James Investment Research
Ohio
$4.67M +$190K +3,475 +4%
Capital Fund Management (CFM)
120
Capital Fund Management (CFM)
France
$4.59M -$5.97M -109,049 -56%
ERSOT
121
Employees Retirement System of Texas
Texas
$4.35M +$723K +13,200 +19%
AIMCA
122
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.33M +$2.26M +41,300 +102%
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$4.33M +$2.18M +39,778 +95%
Chevy Chase Trust
124
Chevy Chase Trust
Maryland
$4.26M +$161K +2,939 +4%
N
125
Natixis
France
$4.23M

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.