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Pinnacle West Capital

422 hedge funds and large institutions have $5.76B invested in Pinnacle West Capital in 2015 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 144 increasing their positions, 134 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $5.92M | Put options by funds: $1.94M

93% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 29

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 400422 (+22)

7% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 134

1% more capital invested

Capital invested by funds: $5.68B → $5.76B (+$72.9M)

0.29% more ownership

Funds ownership: 80.41%80.71% (+0.29%)

Holders
422
Holders Change
+22
Holders Change %
+5.5%
% of All Funds
11.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
56
Increased
144
Reduced
134
Closed
29
Calls
$5.92M
Puts
$1.94M
Net Calls
+$3.98M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$616M +$15.4M +242,593 +3%
State Street
2
State Street
Massachusetts
$374M -$5.47M -86,022 -1%
BFA
3
BlackRock Fund Advisors
California
$332M +$14.7M +231,269 +5%
Franklin Resources
4
Franklin Resources
California
$319M -$50.6M -794,800 -14%
Capital World Investors
5
Capital World Investors
California
$308M
Millennium Management
6
Millennium Management
New York
$250M +$165M +2,593,802 +201%
BIT
7
BlackRock Institutional Trust
California
$195M +$2.88M +45,229 +2%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$178M -$364K -5,715 -0.2%
WCM
9
Wedge Capital Management
North Carolina
$159M -$5.53M -86,972 -3%
AQR Capital Management
10
AQR Capital Management
Connecticut
$157M +$7.06M +110,948 +5%
Goldman Sachs
11
Goldman Sachs
New York
$105M +$23.9M +376,157 +30%
Invesco
12
Invesco
Georgia
$89.5M +$55.4M +870,703 +169%
Northern Trust
13
Northern Trust
Illinois
$83.4M +$1.9M +29,908 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$72.7M -$138M -2,162,282 -66%
Norges Bank
15
Norges Bank
Norway
$72M +$10.4M +162,723 +17%
APG Asset Management
16
APG Asset Management
Netherlands
$69.4M -$2.05M -32,191 -3%
PIM
17
Perkins Investment Management
Illinois
$67.9M +$21.9M +344,378 +49%
GC
18
Guggenheim Capital
Illinois
$66.9M -$889K -13,970 -1%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$65.7M +$2.39M +37,624 +4%
Ameriprise
20
Ameriprise
Minnesota
$63.6M -$6.33M -99,432 -9%
Renaissance Technologies
21
Renaissance Technologies
New York
$62M +$12.5M +197,100 +26%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$59.7M +$265K +4,162 +0.5%
BG
23
BlackRock Group
United Kingdom
$59.5M -$409K -6,428 -0.7%
PAM
24
Panagora Asset Management
Massachusetts
$59.3M -$696K -10,934 -1%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$57.9M +$50.8M +798,840 +810%

PNW Hedge Fund Activity: Q4 2015 in Review

422 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Pinnacle West Capital (PNW) for Q4 2015, worth a combined $5.76B — up 1.3% from $5.68B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PNW positions and 29 closed out — a net gain of 27 holders — while 144 added to existing stakes and 134 trimmed.

The largest buyer was Millennium Management, adding an estimated $165M. The largest seller was Bank of New York Mellon, cutting an estimated $138M.

  • 422 institutional investors held Pinnacle West Capital (PNW) as of Q4 2015, up from 400 in Q3 2015.
  • Funds reported $5.76B of Pinnacle West Capital stock for Q4 2015, up 1.3% quarter-over-quarter.
  • 56 funds opened new Pinnacle West Capital positions in Q4 2015 and 29 closed out, a net change of +27 holders.
  • The largest Pinnacle West Capital buyer in Q4 2015 was Millennium Management, an estimated $165M added.
  • The largest Pinnacle West Capital seller in Q4 2015 was Bank of New York Mellon, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2015.