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SOJC

Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077

1 hedge funds and large institutions have $4.01M invested in Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

0.99% more ownership

Funds ownership: 0%0.99% (+0.99%)

Holders
1
Holders Change
+1
Holders Change %
% of All Funds
0.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
CW
Connectus Wealth
Ohio
+$4.3M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
CW
1
Connectus Wealth
Ohio
$4.01M +$4.3M +178,522 New

SOJC Hedge Fund Activity: Q3 2022 in Review

1 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 (SOJC) for Q3 2022, worth a combined $4.01M.

Buyers outnumbered sellers: 1 fund opened new SOJC positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Connectus Wealth, opening a new position worth an estimated $4.3M.

  • 1 institutional investor held Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 (SOJC) as of Q3 2022, up from 0 in Q2 2022.
  • Funds reported $4.01M of Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 stock for Q3 2022.
  • 1 fund opened new Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 positions in Q3 2022 and 0 closed out, a net change of +1 holder.
  • The largest Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 buyer in Q3 2022 was Connectus Wealth, an estimated $4.3M added.

Based on aggregated 13F filings for Q3 2022.