Advertisement
Screener

Capital World Investors Last Quarter Change: USA Bonds: Zero-Coupon Convertibles, Unchanged

Capital World Investors quarter change: USA Bonds: Zero-Coupon Convertibles, Unchanged

In zero-coupon convertible notes (no coupon in the filed class) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Capital World Investors opened 1 positions, added to 0, reduced 0, sold out of 1 and left 0 unchanged. The largest increase in value was STRATEGY INC (+$43,472,561); the largest decrease was STRATEGY INC (-$41,873,085).

Two Form 13F-HR filings compared (SEC CIK 1422849): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
NORTHERN TRUST CORPUnited States$756.585B19,864
JANE STREET GROUP, LLCUnited States$777.217B19,058
UBS Group AGSwitzerland$666.317B22,771
CHARLES SCHWAB INVESTMENT MANAGEMENT INCUnited States$654.473B3,645
Invesco Ltd.United States$653.294B23,552
Capital Research Global InvestorsUnited States$644.560B459
CITADEL ADVISORS LLCUnited States$618.473B15,589
NORGES BANKNorway$864.691B1,507
GOLDMAN SACHS GROUP INCUnited States$870.940B13,579
SUSQUEHANNA INTERNATIONAL GROUP, LLPUnited States$893.325B14,878