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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
MME
151
Meag Munich Ergo
Germany
$2.58M -$1.08M -19,709 -29%
MSU
152
Maple Securities USA
New Jersey
$2.56M +$2.65M +48,305 New
ASRS
153
Arizona State Retirement System
Arizona
$2.54M -$126K -2,300 -5%
BKBG
154
BHF Kleinwort Benson Group
Belgium
$2.52M +$994K +18,146 +62%
DILH
155
Dai-ichi Life Holdings
Japan
$2.44M
AAIM
156
American Assets Investment Management
California
$2.38M
SOMRS
157
State of Michigan Retirement System
Michigan
$2.37M
AAM
158
Advisors Asset Management
Colorado
$2.36M +$297K +5,428 +14%
Ameriprise
159
Ameriprise
Minnesota
$2.35M -$2.4M -43,768 -50%
Walleye Trading
160
Walleye Trading
New York
$2.35M +$2.43M +44,412 New
Fidelity Investments
161
Fidelity Investments
Massachusetts
$2.35M -$4.03M -73,616 -62%
IRF
162
IBM Retirement Fund
New York
$2.33M -$67.3K -1,229 -3%
SLA
163
Silver Lake Advisory
Utah
$2.29M +$2.38M +43,370 New
Aviva
164
Aviva
United Kingdom
$2.26M +$86.8K +1,585 +4%
AIG
165
American International Group
New York
$2.23M +$118K +2,156 +5%
Axa
166
Axa
France
$2.19M
Public Sector Pension Investment Board (PSP Investments)
167
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.15M +$214K +3,900 +11%
FQ
168
First Quadrant
California
$2.08M +$2.16M +39,400 New
JCM
169
Jasinkiewicz Capital Management
New Jersey
$2.06M +$2.14M +39,000 New
TSU
170
TD Securities (USA)
New York
$2.06M +$63.8K +1,164 +3%
FCAM
171
F&C Asset Management
United Kingdom
$2.05M -$56.8K -1,036 -3%
ECM
172
Estabrook Capital Management
New York
$1.99M -$602K -10,998 -23%
Schroder Investment Management Group
173
Schroder Investment Management Group
United Kingdom
$1.95M +$360K +6,573 +22%
Ohio Public Employees Retirement System (OPERS)
174
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.94M +$303K +5,534 +18%
CBOA
175
Commonwealth Bank of Australia
Australia
$1.94M -$260K -4,738 -11%

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.