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Pinnacle West Capital
PNW

453 hedge funds and large institutions have $7.24B invested in Pinnacle West Capital in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 151 increasing their positions, 172 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $4.46M | Put options by funds: $1.84M

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

56% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 36

2% more funds holding

Funds holding: 442 → 453 (+11)

4% more capital invested

Capital invested by funds: $6.98B → $7.24B (+$259M)

0.08% more ownership

Funds ownership: 83.32% → 83.4% (+0.08%)

12% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 172

Holders
453
Holders Change
+11
Holders Change %
+2.49%
% of All Funds
11.32%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
56
Increased
151
Reduced
172
Closed
36
Calls
$4.46M
Puts
$1.84M
Net Calls
+$2.63M
Net Calls Change
+$1.11M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$155M
2
Wells Fargo
Wells Fargo
California
+$44.1M
3
Bank of America
Bank of America
North Carolina
+$27.3M
4
LC
LNZ Capital
New York
+$26.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$22.9M

Top Sellers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$49M
2
Jennison Associates
Jennison Associates
New York
-$23.5M
3
AG
Aperio Group
California
-$21.9M
4
Goldman Sachs
Goldman Sachs
New York
-$21.4M
5
Deutsche Bank
Deutsche Bank
Germany
-$15.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of New Jersey Common Pension Fund D
151
State of New Jersey Common Pension Fund D
New Jersey
$3.51M – – –
CC
152
Cipher Capital
New York
$3.44M +$2.05M +27,390 +164%
SAM
153
Shell Asset Management
Netherlands
$3.25M -$154K -2,049 -5%
AIG
154
American International Group
New York
$3.14M -$31.7K -423 -1%
Citigroup
155
Citigroup
New York
$3.01M -$4.82M -64,227 -62%
Axa
156
Axa
France
$3M – – –
Macquarie Group
157
Macquarie Group
Australia
$2.91M +$240K +3,200 +9%
ASRS
158
Arizona State Retirement System
Arizona
$2.87M +$52.5K +700 +2%
BCIM
159
British Columbia Investment Management
British Columbia, Canada
$2.86M -$1.36M -18,175 -33%
MA
160
MUFG Americas
New York
$2.86M -$188K -2,512 -6%
SOMRS
161
State of Michigan Retirement System
Michigan
$2.84M -$183K -2,436 -6%
Stifel Financial
162
Stifel Financial
Missouri
$2.8M +$96.4K +1,286 +4%
State of Tennessee, Department of Treasury
163
State of Tennessee, Department of Treasury
Tennessee
$2.71M -$2.41M -32,087 -48%
GIBU
164
Gulf International Bank (UK)
United Kingdom
$2.66M – – –
TPSF
165
Texas Permanent School Fund
Texas
$2.6M -$67K -894 -3%
AAM
166
Advisors Asset Management
Colorado
$2.58M +$63.2K +843 +3%
TCM
167
Twin Capital Management
Pennsylvania
$2.57M +$139K +1,850 +6%
Skandinaviska Enskilda Banken (SEB)
168
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.55M -$602K -8,027 -20%
NEAM
169
New England Asset Management
Connecticut
$2.49M +$427K +5,700 +22%
D.E. Shaw & Co
170
D.E. Shaw & Co
New York
$2.48M -$3.49M -46,566 -59%
DZ Bank
171
DZ Bank
Germany
$2.44M +$2.34M +31,234 New
Grantham, Mayo, Van Otterloo & Co (GMO)
172
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.4M +$817K +10,900 +55%
ARTA
173
A.R.T. Advisors
New York
$2.4M +$2.3M +30,700 New
KBC Group
174
KBC Group
Belgium
$2.39M -$425K -5,663 -16%
BNP Paribas Asset Management
175
BNP Paribas Asset Management
France
$2.38M -$91K -1,214 -4%
5 6
7
8 9

PNW Hedge Fund Activity: Q4 2016 in Review

453 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q4 2016, worth a combined $7.24B — up 3.7% from $6.98B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PNW positions and 36 closed out — a net gain of 20 holders — while 151 added to existing stakes and 172 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $155M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $49M.

  • 453 institutional investors held Pinnacle West Capital (PNW) as of Q4 2016, up from 442 in Q3 2016.
  • Funds reported $7.24B of Pinnacle West Capital stock for Q4 2016, up 3.7% quarter-over-quarter.
  • 56 funds opened new Pinnacle West Capital positions in Q4 2016 and 36 closed out, a net change of +20 holders.
  • The largest Pinnacle West Capital buyer in Q4 2016 was JP Morgan Chase, an estimated $155M added.
  • The largest Pinnacle West Capital seller in Q4 2016 was Barrow, Hanley, Mewhinney & Strauss, an estimated $49M sold.

Based on aggregated 13F filings for Q4 2016.