Southern Co. (so 7.125 12/15/28 A)Preferred / convertible 13F holders, Q4 2025 (December 31) 41 holders
4 famous investors
$46.46 avg. 13F price*
At the end of Q4 2025 , 41 institutions reported holding Southern Co. (so 7.125 12/15/28 A) in their 13F filings. The largest holders were Capital World Investors ($559.4M), Franklin Resources Inc. ($301.4M) and Calamos Advisors LLC ($125.2M). 4 famous investors held it, including David E. Shaw ( of D. E. Shaw & Co.'s portfolio), Israel Englander ( of Millennium Management's portfolio) and Paul Tudor Jones ( of Tudor Investment Corporation's portfolio).
Company Southern Co. (so 7.125 12/15/28 A)
CUSIP 842587842
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q4 2025 Institutions Total Value New Positions 40 $1.8B Exits 0 $0
Ownership 41 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Capital World Investors — New 11,108,572 $559.4M Franklin Resources Inc. — New 5,985,717 $301.4M Calamos Advisors LLC — New 2,485,706 $125.2M Manufacturers Life Insurance Company, The — New 2,038,727 $101.5M Portman Square Capital LLP — New 1,786,000 $88.9M Camden Asset Management L P — New 1,674,600 $83.1M Jane Street Group, LLC — New 1,285,353 $64.7M Van Eck Associates Corp. — New 1,206,030 $61.5M Ameriprise Financial Inc. — New 1,077,336 $53.5M Voya Investment Management LLC — New 1,000,000 $50.4M Advent Capital Management — New 916,989 $45.6M D. E. Shaw & Co. — New 650,000 $32.3M State Street Corp. — New 565,000 $28.1M Victory Capital Management Inc. — New 450,000 $22.7M FMR LLC — New 434,859 $21.6M Nuveen, LLC — New 423,175 $21.3M Weiss Asset Management LP — New 368,563 $18.3M Massachusetts Financial Services Co. — New 200,000 $10.1M Capital International, Inc. — New 187,941 $9.5M Ssi Investment Management LLC — New 163,090 $8.1M Bank of America Corp. — New 137,443 $6.9M Capula Management Ltd — New 221,990 $5.6M Millennium Management — New 100,207 $5.0M UBS Group AG — New 97,632 $4.9M Gabelli Funds LLC — New 79,300 $4.0M BlueCrest Capital Management Ltd — New 78,186 $3.9M Monashee Investment Management LLC — New 75,877 $3.8M Federated Hermes, Inc. — New 60,000 $3.0M Russell Investments Group, Ltd. — New 2,772,500 $2.8M Citigroup Inc. — New 50,000 $2.5M Morgan Stanley — New 50,000 $2.5M Invesco Ltd. — New 50,000 $2.5M Janus Henderson Group PLC — New 50,000 $2.5M Marshall Wace, LLP — New 50,000 $2.5M JPMorgan Chase & Co. — New 48,247 $2.4M Tudor Investment Corporation — New 30,000 $1.5M Barclays PLC — New 20,687 $1.0M GAMCO Investors — New 8,000 $403K Sei Investments Co. — New 4,689 $236K Whittier Trust Co. — New 1,630 $81K DV Trading LLC — — 1,000 $50K
"% of holder's portfolio" is SOUTHERN CO (SO 7.125 12/15/28 A)'s weight in each manager's 13F, not the share of Southern Co. (so 7.125 12/15/28 A) the manager owns.