ADVANCED ENERGY INDS - NOTE 2.500% 9/1

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Debt / NOTE 2.500% 9/1
Number of holders
48
Total 13F principal, excl. options
546,796,000
Principal change
-226,499
Total reported value, excl. options
$596,822,102
Value change
+$1,562,541
Number of buys
21
Number of sells
16
Price
$1.09

Institutional Holders of ADVANCED ENERGY INDS - NOTE 2.500% 9/1 as of Q4 2024

As of 31 Dec 2024 ADVANCED ENERGY INDS - NOTE 2.500% 9/1 had 48 institutional bondholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions held a total of $546,796,000 principal (par value or face value) of the bond of the company.
Largest 10 bondholders included Linden Advisors LP, WOLVERINE ASSET MANAGEMENT LLC, MACKAY SHIELDS LLC, CITADEL ADVISORS LLC, Calamos Advisors LLC, BlackRock, Inc., ZAZOVE ASSOCIATES LLC, JPMORGAN CHASE & CO, M&G PLC, and Voya Investment Management LLC.
This table shows 48 bond principal holders of the security as of 31 Dec 2024.
Investor Option Weight % Change % Value $ * Price $ 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.