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SOJC

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

1 hedge funds and large institutions have $16K invested in Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.99% less ownership

Funds ownership: 0.99% → 0% (-0.99%)

100% less capital invested

Capital invested by funds: $4.01M → $16K (-$3.99M)

Holders
1
Holders Change
–
Holders Change %
0%
% 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
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIA
FNY Investment Advisers
New York
+$17.7K

Top Sellers

Rank Fund Capital Flow
1
CW
Connectus Wealth
Ohio
-$4.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1
FNY Investment Advisers
New York
$16K +$17.7K +800 New
CW
2
Connectus Wealth
Ohio
– -$4.01M -178,522 Closed

SOJC Hedge Fund Activity: Q4 2022 in Review

1 of the 6,222 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 Q4 2022, worth a combined $16K — down 100% from $4.01M a quarter earlier.

Fund positioning in SOJC was balanced in Q4 2022: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 0 trimmed.

The largest buyer was FNY Investment Advisers, opening a new position worth an estimated $17.7K. The largest seller was Connectus Wealth, exiting entirely with an estimated $4.01M sold.

  • 1 institutional investor held Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 (SOJC) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $16K of Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 stock for Q4 2022, down 100% quarter-over-quarter.
  • 1 fund opened new Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 positions in Q4 2022 and 1 closed out, a net change of 0 holders.
  • The largest Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 buyer in Q4 2022 was FNY Investment Advisers, an estimated $17.7K added.
  • The largest Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 seller in Q4 2022 was Connectus Wealth, an estimated $4.01M sold.

Based on aggregated 13F filings for Q4 2022.