SOUTHERN CO

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

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

Increased Positions (21)

PenderFund Capital Management Ltd.
Value ($000) $32,149 (+42.7%) Shares 30,000,000 (+50.0%)
Lombard Odier Asset Management (Europe) Ltd
Value ($000) $32,109 (+1380.0%) Shares 30,038,000 (+1265.4%)
ZAZOVE ASSOCIATES LLC
Value ($000) $30,533 (+1.6%) Shares 28,550,000 (+5.9%)
ADVENT CAPITAL MANAGEMENT /DE/
Value ($000) $57,109 (+17.6%) Shares 53,292,000 (+22.3%)
MUFG SECURITIES AMERICAS INC.
Value ($000) $3,858 (+242.6%) Shares 3,600,000 (+260.0%)
Universal- Beteiligungs- und Servicegesellschaft mbH
Value ($000) $50,290 (+932.3%) Shares 46,935,000 (+986.5%)
VICTORY CAPITAL MANAGEMENT INC
Value ($000) $31,777 (+902.0%) Shares 29,777,000 (+944.8%)
LORD, ABBETT & CO. LLC
Value ($000) $18 (+97.0%) Shares 17,085,000 (+105.5%)
CITIGROUP INC
Value ($000) $11,126 (+547.0%) Shares 10,427,000 (+574.0%)
TORONTO DOMINION BANK
Value ($000) $3,600 (+2728.2%) Shares 3,394,000 (+2877.2%)
BANK OF AMERICA CORP /DE/
Value ($000) $15,309 (+461.5%) Shares 14,348,000 (+484.9%)
Man Group plc
Value ($000) $4,130 (+80.4%) Shares 3,850,000 (+87.8%)
SCHRODER INVESTMENT MANAGEMENT GROUP
Value ($000) $28,210 (+4.0%) Shares 26,400,000 (+8.4%)
Jefferies Financial Group Inc.
Value ($000) $1,293 (+74.2%) Shares 1,209,000 (+82.1%)
JPMORGAN CHASE & CO
Value ($000) $49,211 (-2.2%) Shares 46,036,000 (+1.6%)
Russell Investments Group, Ltd.
Value ($000) $3,083 (+13.6%) Shares 2,877,000 (+19.6%)
GOLDMAN SACHS GROUP INC
Value ($000) $9,259 (+1.9%) Shares 8,678,000 (+6.1%)
WELLS FARGO & COMPANY/MN
Value ($000) $1,970 (+13.1%) Shares 1,843,000 (+17.5%)
&PARTNERS
Value ($000) $223 (+23.1%) Shares 209,000 (+28.2%)
LAZARD ASSET MANAGEMENT LLC
Value ($000) $133 (+29.6%) Shares 12,472,000 (+35.0%)

Decreased Positions (15)

Exited Positions (19)