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Pinnacle West Capital

385 hedge funds and large institutions have $4.79B invested in Pinnacle West Capital in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 145 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,076% more call options, than puts

Call options by funds: $1.86M | Put options by funds: $158K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

5% more capital invested

Capital invested by funds: $4.55B → $4.79B (+$233M)

2% more funds holding

Funds holding: 378385 (+7)

1.42% more ownership

Funds ownership: 78.26%79.68% (+1.4%)

11% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 145

Holders
385
Holders Change
+7
Holders Change %
+1.85%
% of All Funds
11.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
40
Increased
129
Reduced
145
Closed
29
Calls
$1.86M
Puts
$158K
Net Calls
+$1.7M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$7.83M -$278K -5,184 -3%
MTB
102
Mizuho Trust & Banking
Japan
$7.76M -$490K -9,144 -6%
Barclays
103
Barclays
United Kingdom
$7.67M -$1.51M -28,139 -17%
MAM
104
Martingale Asset Management
Massachusetts
$6.91M +$947K +17,682 +16%
MME
105
Meag Munich Ergo
Germany
$6.85M +$4.08M +76,113 +156%
BJ
106
BlackRock Japan
Japan
$6.58M -$304K -5,672 -4%
ADEF
107
Adams Diversified Equity Fund
Maryland
$6.29M
AAF
108
Andra AP-fonden
Sweden
$6M -$2.98M -55,700 -34%
BKBG
109
BHF Kleinwort Benson Group
Belgium
$5.96M +$3.38M +63,028 +133%
Swiss National Bank
110
Swiss National Bank
Switzerland
$5.84M -$525K -9,800 -8%
Two Sigma Investments
111
Two Sigma Investments
New York
$5.6M -$17.3M -322,972 -76%
HEIP
112
Hudson Edge Investment Partners
New Jersey
$5.36M -$37.5K -700 -0.7%
CBOA
113
Commonwealth Bank of Australia
Australia
$5.29M +$3.22M +60,040 +164%
DCM
114
Dupont Capital Management
Delaware
$5.25M -$273K -5,089 -5%
TA
115
Teachers Advisors
New York
$5.2M -$2.11M -39,333 -29%
SONJCPFA
116
State of New Jersey Common Pension Fund A
New Jersey
$5.19M
ERSOT
117
Employees Retirement System of Texas
Texas
$4.99M +$482K +9,000 +11%
USAA
118
United Services Automobile Association
Texas
$4.89M +$52.9K +987 +1%
JIR
119
James Investment Research
Ohio
$4.75M -$76.4K -1,425 -2%
Canada Life
120
Canada Life
Manitoba, Canada
$4.58M +$746K +13,929 +20%
AIMCA
121
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.48M
ACI
122
AMP Capital Investors
Australia
$4.38M +$1.02M +18,989 +31%
N
123
Natixis
France
$4.37M
BCM
124
Bridgeway Capital Management
Texas
$4.37M +$2.33M +43,500 +120%
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$4.3M -$95.9K -1,789 -2%

PNW Hedge Fund Activity: Q1 2014 in Review

385 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q1 2014, worth a combined $4.79B — up 5.1% from $4.55B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PNW positions and 29 closed out — a net gain of 11 holders — while 129 added to existing stakes and 145 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $89.7M. The largest seller was Duff & Phelps Investment Management, exiting entirely with an estimated $71.2M sold.

  • 385 institutional investors held Pinnacle West Capital (PNW) as of Q1 2014, up from 378 in Q4 2013.
  • Funds reported $4.79B of Pinnacle West Capital stock for Q1 2014, up 5.1% quarter-over-quarter.
  • 40 funds opened new Pinnacle West Capital positions in Q1 2014 and 29 closed out, a net change of +11 holders.
  • The largest Pinnacle West Capital buyer in Q1 2014 was VOYA Investment Management, an estimated $89.7M added.
  • The largest Pinnacle West Capital seller in Q1 2014 was Duff & Phelps Investment Management, an estimated $71.2M sold.

Based on aggregated 13F filings for Q1 2014.