Pinnacle West Capital (pnw 4.75 06/15/27)
13F holders, Q4 2025 (December 31)8holders +2
3new positions
1sold out
$1.26avg. 13F price*
At the end of Q4 2025, 8 institutions reported holding Pinnacle West Capital (pnw 4.75 06/15/27) in their 13F filings, up 2 from Q3 2025. 3 opened new positions and 1 sold out. The largest holders were Ovata Capital Management Ltd ($30.0M), Angelo Gordon & Co., L.P. ($25.1M) and Loomis Sayles & Co. L P ($11.8M).
- Company
- Pinnacle West Capital (pnw 4.75 06/15/27)
- CUSIP
- 723484AK7
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $34.8M |
| Exits | 1 | $2.2M |
All 13F filers, Q3 2025 → Q4 2025: 37,804,910 shares bought and 34,000 shares sold, net +37,770,910 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Ovata Capital Management Ltd | 3.64% | New | 28,000,000 | $30.0M |
| Angelo Gordon & Co., L.P. | 2.95% | Add +27.0% | 23,500,000 | $25.1M |
| Loomis Sayles & Co. L P | 0.01% | Add +6709.9% | 132,861 | $11.8M |
| Mizuho Securities USA LLC | 0.06% | New | 3,500,000 | $3.7M |
| Income Research & Management | 1.71% | Add +6.3% | 3,031,000 | $3.2M |
| State of Wisconsin Investment Board | 0.01% | No change | 3,000,000 | $3.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | New | 994,000 | $1.1M |
| &partners | 0.00% | Reduce -0.7% | 151,000 | $161K |
"% of holder's portfolio" is PINNACLE WEST CAPITAL (PNW 4.75 06/15/27)'s weight in each manager's 13F, not the share of Pinnacle West Capital (pnw 4.75 06/15/27) the manager owns.