SOUTHERN CO - NOTE 4.500% 6/1

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Debt / NOTE 4.500% 6/1
Market price (% of par)
111.3%
Total 13F principal
$958,675,614
Principal change
+$9,614,451
Total reported market value
$1,068,095,319
Number of holders
67
Value change
+$9,081,270
Number of buys
29
Number of sells
32

Institutional Holders of SOUTHERN CO - NOTE 4.500% 6/1 as of Q3 2025

As of 30 Sep 2025, SOUTHERN CO - NOTE 4.500% 6/1 was held by 67 institutional bondholders reporting positions in Form 13F filings. These institutions reported holding $958,675,614 in principal (par value) of the bond. The largest 10 bondholders included Calamos Advisors LLC, SOROS FUND MANAGEMENT LLC, MANUFACTURERS LIFE INSURANCE COMPANY, THE, JPMORGAN CHASE & CO, ADVENT CAPITAL MANAGEMENT /DE/, Sculptor Capital LP, ANGELO GORDON & CO., L.P., TWO SIGMA INVESTMENTS, LP, Aequim Alternative Investments LP, and HIGHBRIDGE CAPITAL MANAGEMENT LLC. This page lists 67 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.