We are live on ! Find out more
PNW icon

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
Retirement Systems of Alabama
126
Retirement Systems of Alabama
Alabama
$3.79M -$44.1K -797 -1%
MA
127
MUFG Americas
New York
$3.73M -$5.53K -100 -0.2%
MLICM
128
Metropolitan Life Insurance Company (MetLife)
New York
$3.71M -$168K -3,040 -5%
Canada Life
129
Canada Life
Manitoba, Canada
$3.66M -$1.15M -20,753 -25%
LCS
130
Levin Capital Strategies
New York
$3.63M +$905K +16,359 +35%
AAM
131
Advisors Asset Management
Colorado
$3.54M +$538K +9,733 +19%
BCIM
132
British Columbia Investment Management
British Columbia, Canada
$3.4M +$523K +9,452 +19%
RIL
133
Rothschild Investment LLC
Illinois
$3.39M +$2.59M +46,800 +395%
AG
134
Aperio Group
California
$3.35M +$1.56M +28,284 +95%
Jacobs Levy Equity Management
135
Jacobs Levy Equity Management
New Jersey
$3.28M -$8.04M -145,366 -72%
KBC Group
136
KBC Group
Belgium
$3.27M -$404K -7,303 -11%
ICM
137
ICC Capital Management
Florida
$3.26M +$3.12M +56,315 New
TG
138
TCW Group
California
$3.2M +$33.2K +600 +1%
SG Americas Securities
139
SG Americas Securities
New York
$3.17M -$7.4M -133,690 -71%
Canada Pension Plan Investment Board
140
Canada Pension Plan Investment Board
Ontario, Canada
$3.15M -$7.65M -138,195 -72%
MPAM
141
Monarch Partners Asset Management
Massachusetts
$3.13M +$1.87M +33,722 +165%
GIA
142
Gateway Investment Advisers
Ohio
$3.13M +$88K +1,590 +3%
CA
143
Commerzbank Aktiengesellschaft
Germany
$3.12M -$162K -2,922 -5%
Citadel Advisors
144
Citadel Advisors
Florida
$3.04M -$6.88M -124,293 -70%
Comerica Bank
145
Comerica Bank
Texas
$3.03M -$545K -9,845 -16%
AAIM
146
American Assets Investment Management
California
$2.89M
TCM
147
Twin Capital Management
Pennsylvania
$2.87M -$118K -2,130 -4%
BNP Paribas Asset Management
148
BNP Paribas Asset Management
France
$2.86M +$636K +11,502 +30%
SCCM
149
Schafer Cullen Capital Management
New York
$2.84M
BNP Paribas Financial Markets
150
BNP Paribas Financial Markets
France
$2.68M -$978K -17,682 -28%

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.