SOUTHERN CO - NOTE 3.875%12/1

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Debt / NOTE 3.875%12/1
Market price (% of par)
112.68%
Total 13F principal
$771,296,500
Principal change
+$21,555,500
Total reported market value
$870,903,752
Number of holders
51
Value change
+$23,466,739
Number of buys
15
Number of sells
36

Institutional Holders of SOUTHERN CO - NOTE 3.875%12/1 as of Q3 2025

As of 30 Sep 2025, SOUTHERN CO - NOTE 3.875%12/1 was held by 51 institutional bondholders reporting positions in Form 13F filings. These institutions reported holding $771,296,500 in principal (par value) of the bond. The largest 10 bondholders included Hudson Bay Capital Management LP, Universal- Beteiligungs- und Servicegesellschaft mbH, Point72 Asset Management, L.P., Aequim Alternative Investments LP, VICTORY CAPITAL MANAGEMENT INC, HIGHBRIDGE CAPITAL MANAGEMENT LLC, STATE STREET CORP, ROYAL BANK OF CANADA, SSI INVESTMENT MANAGEMENT LLC, and DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main. This page lists 51 institutional bondholders reporting positions for the Q3 2025 filing period.
Investor Option Weight % Change % Value $ * Price (% of par) Principal Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.