Southern Co. (so 3.875 12/15/25)
13F holders, Q4 2024 (December 31)14holders +2
2new positions
1sold out
$1.24avg. 13F price*
At the end of Q4 2024, 14 institutions reported holding Southern Co. (so 3.875 12/15/25) in their 13F filings, up 2 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were Mizuho Securities USA LLC ($25.1M), Thrivent Financial for Lutherans ($19.0M) and Nomura Holdings Inc. ($8.0M).
- Company
- Southern Co. (so 3.875 12/15/25)
- CUSIP
- 842587DP9
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $25.1M |
| Exits | 1 | $11.0M |
All 13F filers, Q3 2024 → Q4 2024: 24,521,337 shares bought and 19,802,277 shares sold, net +4,719,060 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Mizuho Securities USA LLC | 0.46% | New | 23,892,000 | $25.1M |
| Thrivent Financial for Lutherans | 0.04% | Add +3.5% | 18,062,000 | $19.0M |
| Nomura Holdings Inc. | 0.04% | Add +2.4% | 97,722 | $8.0M |
| Jane Street Group, LLC | 0.01% | Reduce -72.6% | 3,754,000 | $4.0M |
| Loomis Sayles & Co. L P | 0.00% | Reduce -21.0% | 16,100 | $1.3M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 1,115,000 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.03% | No change | 830,000 | $872K |
| Bank of New York Mellon Corp | 0.00% | No change | 800,000 | $841K |
| &partners | 0.00% | Add +2.0% | 152,000 | $160K |
| Stonegate Investment Group, LLC | 0.00% | Reduce -43.5% | 13,000 | $14K |
| Roundview Capital LLC | 0.00% | No change | 12,500 | $13K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 9,000 | $9K |
| Laffer Tengler Investments, Inc. | 0.00% | Add +2.5% | 2,549 | $3K |
| Lanark Financial, Inc. | 0.00% | — | 12 | $12 |
"% of holder's portfolio" is SOUTHERN CO (SO 3.875 12/15/25)'s weight in each manager's 13F, not the share of Southern Co. (so 3.875 12/15/25) the manager owns.