SOUTHERN CO

CUSIP: 842587DZ7 Class: NOTE 4.500% 6/1

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
ADVENT CAPITAL MANAGEMENT /DE/53,292,000$57,109
Universal- Beteiligungs- und Servicegesellschaft mbH46,935,000$50,290
JPMORGAN CHASE & CO46,036,000$49,211
Lombard Odier Asset Management (Europe) Ltd30,038,000$32,109
PenderFund Capital Management Ltd.30,000,000$32,149
VICTORY CAPITAL MANAGEMENT INC29,777,000$31,777
ZAZOVE ASSOCIATES LLC28,550,000$30,533
SCHRODER INVESTMENT MANAGEMENT GROUP26,400,000$28,210
BlackRock, Inc.25,013,000$26,689
ROYAL BANK OF CANADA20,844,000$22,281
STATE STREET CORP17,550,000$18,789
LORD, ABBETT & CO. LLC17,085,000$18
III Capital Management16,482,000$17,617
BANK OF AMERICA CORP /DE/14,348,000$15,309
Verition Fund Management LLC12,500,000$13,369
LAZARD ASSET MANAGEMENT LLC12,472,000$133
RWC Asset Management LLP11,610,000$12,411
CAPSTONE INVESTMENT ADVISORS, LLC11,500,000$12,299
Calamos Advisors LLC10,607,000$11,344
CITIGROUP INC10,427,000$11,126
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt10,250,000$10,965
SSI INVESTMENT MANAGEMENT LLC10,217,000$10,902
Brevan Howard Capital Management LP10,000,000$10,706
Invesco Ltd.10,000,000$10,670
Ovata Capital Management Ltd10,000,000$10,695
FMR LLC9,101,000$9,711
WELLINGTON MANAGEMENT GROUP LLP9,015,000$9,651
GOLDMAN SACHS GROUP INC8,678,000$9,259
Voya Investment Management LLC8,000,000$8,556
BARCLAYS PLC7,593,000$8,117
FRANKLIN RESOURCES INC7,503,000$8,024
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AM7,500,000$8,010
Thrivent Financial for Lutherans6,605,000$7
CONNING INC.5,610,000$5,995
MACKAY SHIELDS LLC5,598,000$5,973
SUSQUEHANNA ADVISORS GROUP, INC.5,450,000$58
SHENKMAN CAPITAL MANAGEMENT INC5,093,000$5,457
Walleye Capital LLC5,000,000$5,348
OAKTREE CAPITAL MANAGEMENT LP4,557,000$4,874
Man Group plc3,850,000$4,130
MUFG SECURITIES AMERICAS INC.3,600,000$3,858
MORGAN STANLEY3,398,000$3,626
TORONTO DOMINION BANK3,394,000$3,600
STATE OF WISCONSIN INVESTMENT BOARD3,000,000$3,201
Russell Investments Group, Ltd.2,877,000$3,083
WELLS FARGO & COMPANY/MN1,843,000$1,970
LuminArx Capital Management LP1,500,000$1,604
Jefferies Financial Group Inc.1,209,000$1,293
DEUTSCHE BANK AG\950,000$1,014
AEGON USA Investment Management, LLC750,000$800
Calamos Wealth Management LLC616,000$659
BNP PARIBAS ARBITRAGE, SA409,000$436
Bank of New York Mellon Corp400,000$428
Amundi250,000$26,675
&PARTNERS209,000$223
OPPENHEIMER ASSET MANAGEMENT INC.184,000$196
CSS LLC/IL129,000$138
MML INVESTORS SERVICES, LLC70,000$75
STEPHENS INC /AR/54,000$58
Balboa Wealth Partners34,000$36
NewEdge Advisors, LLC25,000$27
Goldstein Advisors, LLC10,000$11
CoreCap Advisors, LLC6,000$6
Total (63 institutions)646,003,000$672,895