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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
JHIU
201
Janus Henderson Investors US
Colorado
$1.17M -$16.8M -313,475 -94%
CIM
202
CenturyLink Investment Management
Colorado
$1.16M -$103K -1,931 -8%
OPERF
203
Oregon Public Employees Retirement Fund
Oregon
$1.16M +$16.1K +300 +1%
COPPSERS
204
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.15M +$5.79K +108 +0.5%
MPAM
205
Monarch Partners Asset Management
Massachusetts
$1.12M +$1.09M +20,425 New
URS
206
Utah Retirement Systems
Utah
$1.08M +$5.36K +100 +0.5%
Fiera Capital (Canada)
207
Fiera Capital (Canada)
Quebec, Canada
$1.05M -$369K -6,880 -26%
TRSOTSOK
208
Teachers Retirement System of the State of Kentucky
Kentucky
$1.05M
GT
209
Glenmede Trust
Pennsylvania
$1.02M -$8.41K -157 -0.8%
Janney Montgomery Scott
210
Janney Montgomery Scott
Pennsylvania
$1.02M +$97.9K +1,827 +11%
OI
211
Oakbrook Investments
Illinois
$997K -$159K -2,969 -14%
GCA
212
Gideon Capital Advisors
New York
$976K -$690K -12,879 -42%
Natixis Advisors
213
Natixis Advisors
Massachusetts
$909K +$58.9K +1,100 +7%
NBC
214
Neuberger Berman Canada
Ontario, Canada
$902K +$445K +8,300 +101%
Nomura Asset Management
215
Nomura Asset Management
Japan
$891K +$15K +280 +2%
Schroder Investment Management Group
216
Schroder Investment Management Group
United Kingdom
$874K -$1.12M -20,918 -57%
Tudor Investment Corp
217
Tudor Investment Corp
Connecticut
$870K -$53K -990 -6%
LS
218
Livforsakringsbolaget Skandia
Sweden
$864K +$847K +15,814 New
WAM
219
World Asset Management
Michigan
$846K -$109K -2,040 -12%
BCM
220
Birmingham Capital Management
Alabama
$829K +$10.7K +200 +1%
ISL
221
Ingalls & Snyder LLC
New York
$817K
Asset Management One
222
Asset Management One
Japan
$816K
Janus Henderson Group
223
Janus Henderson Group
United Kingdom
$791K +$113K +2,100 +17%
MYAM
224
Meiji Yasuda Asset Management
Japan
$789K +$138K +2,570 +22%
NMERB
225
New Mexico Educational Retirement Board
New Mexico
$785K +$769K +14,360 New

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.