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Pinnacle West Capital

385 hedge funds and large institutions have $4.79B invested in Pinnacle West Capital in 2014 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 129 increasing their positions, 145 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,076% more call options, than puts

Call options by funds: $1.86M | Put options by funds: $158K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

5% more capital invested

Capital invested by funds: $4.55B → $4.79B (+$233M)

2% more funds holding

Funds holding: 378385 (+7)

1.42% more ownership

Funds ownership: 78.26%79.68% (+1.4%)

11% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 145

Holders
385
Holders Change
+7
Holders Change %
+1.85%
% of All Funds
11.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
40
Increased
129
Reduced
145
Closed
29
Calls
$1.86M
Puts
$158K
Net Calls
+$1.7M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
176
Azimuth Capital Management
Michigan
$1.64M -$145K -2,700 -8%
Nomura Holdings
177
Nomura Holdings
Japan
$1.64M -$2.36M -44,136 -60%
Public Employees Retirement Association of Colorado
178
Public Employees Retirement Association of Colorado
Colorado
$1.63M -$750 -14 -0%
AG
179
Aperio Group
California
$1.63M +$1.59M +29,722 New
CCMH
180
Cornerstone Capital Management Holdings
New York
$1.62M -$1.24M -23,211 -44%
CNB
181
City National Bank
California
$1.6M
EIM
182
ExxonMobil Investment Management
Texas
$1.58M +$11.4K +213 +0.7%
GIBU
183
Gulf International Bank (UK)
United Kingdom
$1.57M
LMGAM
184
Liberty Mutual Group Asset Management
Massachusetts
$1.55M +$285K +5,313 +23%
IRF
185
IBM Retirement Fund
New York
$1.54M -$846K -15,793 -36%
Macquarie Group
186
Macquarie Group
Australia
$1.54M
MYLI
187
Meiji Yasuda Life Insurance
Japan
$1.52M +$209K +3,900 +16%
CA
188
Cetera Advisors
Colorado
$1.46M +$1.43M +26,717 New
LIA
189
LS Investment Advisors
Michigan
$1.45M +$28.6K +533 +2%
Mitsubishi UFJ Asset Management
190
Mitsubishi UFJ Asset Management
Japan
$1.44M -$342K -6,382 -19%
QI
191
QS Investors
New York
$1.38M
STC
192
SEI Trust Company
Pennsylvania
$1.37M -$304K -5,672 -18%
NB
193
Norinchukin Bank
Japan
$1.36M +$24.1K +449 +2%
JCM
194
Jasinkiewicz Capital Management
New Jersey
$1.36M -$754K -14,067 -36%
Royal London Asset Management
195
Royal London Asset Management
United Kingdom
$1.36M -$10.6K -197 -0.8%
OTPPB
196
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.34M -$215K -4,018 -14%
Axa
197
Axa
France
$1.32M -$916K -17,100 -41%
SAG
198
Sterne Agee Group
Alabama
$1.31M +$619K +11,561 +93%
OPCM
199
Osborne Partners Capital Management
California
$1.21M
GCP
200
GSA Capital Partners
United Kingdom
$1.21M -$48K -896 -4%

PNW Hedge Fund Activity: Q1 2014 in Review

385 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q1 2014, worth a combined $4.79B — up 5.1% from $4.55B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PNW positions and 29 closed out — a net gain of 11 holders — while 129 added to existing stakes and 145 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $89.7M. The largest seller was Duff & Phelps Investment Management, exiting entirely with an estimated $71.2M sold.

  • 385 institutional investors held Pinnacle West Capital (PNW) as of Q1 2014, up from 378 in Q4 2013.
  • Funds reported $4.79B of Pinnacle West Capital stock for Q1 2014, up 5.1% quarter-over-quarter.
  • 40 funds opened new Pinnacle West Capital positions in Q1 2014 and 29 closed out, a net change of +11 holders.
  • The largest Pinnacle West Capital buyer in Q1 2014 was VOYA Investment Management, an estimated $89.7M added.
  • The largest Pinnacle West Capital seller in Q1 2014 was Duff & Phelps Investment Management, an estimated $71.2M sold.

Based on aggregated 13F filings for Q1 2014.