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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
BCM
176
Bridgeway Capital Management
Texas
$1.93M
MSA
177
Mason Street Advisors
Wisconsin
$1.91M +$839K +15,307 +74%
Thrivent Financial for Lutherans
178
Thrivent Financial for Lutherans
Minnesota
$1.9M +$970K +17,700 +97%
SAM
179
Shell Asset Management
Netherlands
$1.89M +$764K +13,946 +64%
SFPIA
180
Stevens First Principles Investment Advisors
California
$1.87M -$98.6K -1,800 -5%
NEAM
181
New England Asset Management
Connecticut
$1.86M -$131K -2,400 -6%
First Manhattan
182
First Manhattan
New York
$1.82M
LCS
183
Levin Capital Strategies
New York
$1.81M -$417K -7,612 -18%
ACM
184
Azimuth Capital Management
Michigan
$1.73M +$87.6K +1,600 +5%
SFP
185
Santa Fe Partners
New Mexico
$1.72M +$775K +14,153 +77%
Mitsubishi UFJ Asset Management
186
Mitsubishi UFJ Asset Management
Japan
$1.7M +$401K +7,326 +29%
FAF
187
Fjarde Ap-fonden
Sweden
$1.67M
HIMCH
188
Hartford Investment Management Co (HIMCO)
Connecticut
$1.64M -$96K -1,752 -5%
STC
189
SEI Trust Company
Pennsylvania
$1.63M +$1.18M +21,497 +231%
GCA
190
Gideon Capital Advisors
New York
$1.63M +$1.68M +30,735 New
Nisa Investment Advisors
191
Nisa Investment Advisors
Missouri
$1.61M +$181K +3,300 +12%
ProShare Advisors
192
ProShare Advisors
Maryland
$1.59M +$554K +10,122 +51%
Public Employees Retirement Association of Colorado
193
Public Employees Retirement Association of Colorado
Colorado
$1.57M -$236K -4,307 -13%
CNB
194
City National Bank
California
$1.55M +$164K +3,000 +11%
GIBU
195
Gulf International Bank (UK)
United Kingdom
$1.52M +$1.58M +28,765 New
EIM
196
ExxonMobil Investment Management
Texas
$1.52M -$32.8K -598 -2%
OTPPB
197
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.51M -$125K -2,278 -7%
Macquarie Group
198
Macquarie Group
Australia
$1.49M +$164K +3,000 +12%
Fiera Capital (Canada)
199
Fiera Capital (Canada)
Quebec, Canada
$1.38M +$1.43M +26,155 New
LIA
200
LS Investment Advisors
Michigan
$1.38M +$627K +11,443 +78%

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.