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Pinnacle West Capital
PNW

400 hedge funds and large institutions have $5.68B invested in Pinnacle West Capital in 2015 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 140 increasing their positions, 137 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more call options, than puts

Call options by funds: $6.76M | Put options by funds: $1.76M

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

15% more capital invested

Capital invested by funds: $4.93B → $5.68B (+$749M)

1.44% more ownership

Funds ownership: 78.97% → 80.41% (+1.4%)

2% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 41

2% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 137

0% less funds holding

Funds holding: 401 → 400 (-1)

Holders
400
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
11.17%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
42
Increased
140
Reduced
137
Closed
41
Calls
$6.76M
Puts
$1.76M
Net Calls
+$5M
Net Calls Change
+$3.66M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$49.9M
2
PIM
Perkins Investment Management
Illinois
+$43.3M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$40.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$37.1M
5
TA
Teachers Advisors
New York
+$24.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$102M
2
JHIU
Janus Henderson Investors US
Colorado
-$28.6M
3
Franklin Resources
Franklin Resources
California
-$28.4M
4
NIMC
NWQ Investment Management Company
California
-$26.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$21.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASRS
151
Arizona State Retirement System
Arizona
$2.8M +$2.67M +43,649 New
Royal London Asset Management
152
Royal London Asset Management
United Kingdom
$2.71M +$2.58M +42,173 New
AIG
153
American International Group
New York
$2.7M -$70.6K -1,156 -3%
GACM
154
Green Arrow Capital Management
New York
$2.65M -$798K -13,052 -24%
SOMRS
155
State of Michigan Retirement System
Michigan
$2.57M -$177K -2,900 -7%
TPSF
156
Texas Permanent School Fund
Texas
$2.53M -$49.3K -806 -2%
Los Angeles Capital Management
157
Los Angeles Capital Management
California
$2.53M +$1.65M +27,000 +216%
Macquarie Group
158
Macquarie Group
Australia
$2.5M – – –
AI
159
Analytic Investors
California
$2.5M +$1.02M +16,650 +75%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$2.47M +$141K +2,300 +6%
BNP Paribas Asset Management
161
BNP Paribas Asset Management
France
$2.45M -$33.9K -554 -1%
SLA
162
Silver Lake Advisory
Utah
$2.42M +$1.16K +19 +0.1%
Ohio Public Employees Retirement System (OPERS)
163
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.4M -$380K -6,211 -14%
D.E. Shaw & Co
164
D.E. Shaw & Co
New York
$2.36M +$1.48M +24,274 +193%
Susquehanna International Group
165
Susquehanna International Group
Pennsylvania
$2.33M +$821K +13,433 +58%
NB
166
Norinchukin Bank
Japan
$2.26M +$4.34K +71 +0.2%
Citadel Advisors
167
Citadel Advisors
Florida
$2.17M +$1.77M +28,978 +588%
First Manhattan
168
First Manhattan
New York
$2.13M – – –
SAM
169
Shell Asset Management
Netherlands
$2.13M +$724K +11,846 +44%
PAG
170
Private Advisor Group
New Jersey
$2.12M +$194K +3,178 +11%
GIBU
171
Gulf International Bank (UK)
United Kingdom
$2.03M – – –
CNB
172
City National Bank
California
$1.96M +$60.9K +996 +3%
Stifel Financial
173
Stifel Financial
Missouri
$1.9M -$34.6K -566 -2%
LCP
174
Longbow Capital Partners
New York
$1.87M +$1.78M +29,150 New
Public Sector Pension Investment Board (PSP Investments)
175
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.85M -$574K -9,400 -25%
5 6
7
8 9

PNW Hedge Fund Activity: Q3 2015 in Review

400 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q3 2015, worth a combined $5.68B — up 15% from $4.93B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PNW positions and 41 closed out — a net gain of 1 holder — while 140 added to existing stakes and 137 trimmed.

The largest buyer was Ameriprise, adding an estimated $49.9M. The largest seller was Millennium Management, cutting an estimated $102M.

  • 400 institutional investors held Pinnacle West Capital (PNW) as of Q3 2015, down from 401 in Q2 2015.
  • Funds reported $5.68B of Pinnacle West Capital stock for Q3 2015, up 15% quarter-over-quarter.
  • 42 funds opened new Pinnacle West Capital positions in Q3 2015 and 41 closed out, a net change of +1 holder.
  • The largest Pinnacle West Capital buyer in Q3 2015 was Ameriprise, an estimated $49.9M added.
  • The largest Pinnacle West Capital seller in Q3 2015 was Millennium Management, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2015.