STRATEGY INC NOTE 12/0

STRATEGY INC NOTE 12/0 is a security (CUSIP 594972AS0) tracked across SEC portfolio filings. 63 institutional managers reported $2.3B on Form 13F as of 2026-06-30; 15 registered fund positions totaling $63.9M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 63 managers by value.

ManagerLocationValueShares
Voya Investment Management LLCAtlanta, GA$309.8M372,190,000
ARISTEIA CAPITAL LLCGREENWICH, CT$266.6M320,243,000
D. E. Shaw & Co., Inc.New York, NY$265.0M316,485,000
Linden Advisors LPNew York, NY$244.7M293,133,000
LMR Partners LLPLONDON, X0$112.6M135,000,000
Context Capital Management, LLCLAJOLLA, CA$100.0M115,716,000
Point72 Asset Management, L.P.Stamford, CT$73.2M87,500,000
MARSHALL WACE, LLPLONDON, X0$72.9M87,000,000
WHITEBOX ADVISORS LLCMINNEAPOLIS, MN$71.8M86,050,000
WOLVERINE ASSET MANAGEMENT LLCCHICAGO, IL$54.9M65,500,000
STATE STREET CORPBOSTON, MA$53.0M63,300,000
AQR Arbitrage LLCGreenwich, CT$52.0M62,465,000
Calamos Advisors LLCNAPERVILLE, IL$51.8M59,867,000
Verition Fund Management LLCGREENWICH, CT$43.1M51,800,000
Capital World InvestorsLOS ANGELES, CA$41.9M50,298,000

Top fund holders (N-PORT)

FundRegistrantValue% of fund
American Funds Multi-Sector Income FundAmerican Funds Multi-Sector Income Fund$29.0M13.62%
American Funds Strategic Bond FundAmerican Funds Strategic Bond Fund$10.5M4.92%
Virtus Convertible & Income FundVirtus Convertible & Income Fund$5.3M125.29%
Virtus Convertible & Income Fund IIVirtus Convertible & Income Fund II$4.2M130.70%
Virtus Equity & Convertible Income FundVirtus Equity & Convertible Income Fund$4.2M51.43%
Virtus Dividend, Interest & Premium Strategy FundVirtus Dividend, Interest & Premium Strategy Fund$4.1M28.89%
Virtus Diversified Income & Convertible FundVirtus Diversified Income & Convertible Fund$3.1M109.44%
Capital Income BuilderCapital Income Builder$2.1M0.17%
Blackstone Alternative Multi-Strategy FundBlackstone Alternative Investment Funds$830K2.30%
Capital Group KKR Multi-Sector (plus)Capital Group KKR Multi-Sector (plus)$258K7.40%
Putnam Diversified Income TrustPutnam Diversified Income Trust$188K2.05%
Capital Group KKR Core Plus (plus)Capital Group KKR Core Plus (plus)$108K4.77%
Capital Group Core Plus Completion FundCapital Group Completion Fund Series$32K9.32%
American Funds Core Plus Bond FundAmerican Funds Core Plus Bond Fund$23K3.68%
Fidelity Sustainable Core Plus Bond FundFidelity Salem Street Trust$13K2.15%

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