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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$425M -$39.2M -715,592 -8%
Franklin Resources
2
Franklin Resources
California
$371M +$11.2M +205,000 +3%
State Street
3
State Street
Massachusetts
$299M -$5.15M -93,958 -2%
BFA
4
BlackRock Fund Advisors
California
$248M +$11M +201,178 +4%
Invesco
5
Invesco
Georgia
$239M -$9.67M -176,585 -4%
BIT
6
BlackRock Institutional Trust
California
$157M -$3.47M -63,354 -2%
WCM
7
Wedge Capital Management
North Carolina
$107M +$10.9M +198,605 +11%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$106M +$30.4M +555,170 +38%
Capital World Investors
9
Capital World Investors
California
$106M +$110M +2,000,000 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$94.7M -$26.7M -488,085 -21%
WHRC
11
W.H. Reaves & Co
New Jersey
$88.7M -$19.7M -359,921 -18%
Northern Trust
12
Northern Trust
Illinois
$72.7M -$94.4K -1,723 -0.1%
DPIM
13
Duff & Phelps Investment Management
Illinois
$71.2M -$11.3M -207,060 -13%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$59.6M -$212K -3,878 -0.3%
PAMU
15
Pictet Asset Management (UK)
United Kingdom
$53.5M -$12.8M -234,175 -19%
SB
16
Suntrust Banks
Georgia
$49.7M +$50.8M +927,494 +7,416%
Norges Bank
17
Norges Bank
Norway
$49.3M -$7.98M -145,640 -14%
WCM
18
Winton Capital Management
United Kingdom
$46.4M -$13.8M -252,144 -22%
N
19
Nuveen
North Carolina
$45.3M +$27.5M +501,720 +141%
APG Asset Management
20
APG Asset Management
Netherlands
$44.5M +$7.79M +142,219 +20%
BG
21
BlackRock Group
United Kingdom
$43.8M -$1.13M -20,678 -2%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$43.7M +$2.02M +36,848 +5%
Legal & General Group
23
Legal & General Group
United Kingdom
$42.5M +$3.22M +58,816 +8%
American Century Companies
24
American Century Companies
Missouri
$42.3M +$1.58M +28,758 +4%
TCIM
25
TIAA CREF Investment Management
New York
$41M -$57.1K -1,042 -0.1%

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.