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SOJD

Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080

2 hedge funds and large institutions have $331K invested in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 in 2026 Q1 according to their latest regulatory filings, with funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% less capital invested

Capital invested by funds: $435K → $331K (-$104K)

33% less funds holding

Funds holding: 32 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
2
Holders Change
-1
Holders Change %
-33.33%
% of All Funds
0.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
NS
NBC Securities
Alabama
-$87.5K
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1
Ethos Financial Group
Pennsylvania
$296K
TIM
2
Thompson Investment Management
Wisconsin
$35.7K
NS
3
NBC Securities
Alabama
-$87.5K -4,323 Closed

SOJD Hedge Fund Activity: Q1 2026 in Review

2 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) for Q1 2026, worth a combined $331K — down 24% from $435K a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of SOJD and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.

The largest seller was NBC Securities, exiting entirely with an estimated $87.5K sold.

  • 2 institutional investors held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) as of Q1 2026, down from 3 in Q4 2025.
  • Funds reported $331K of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 stock for Q1 2026, down 24% quarter-over-quarter.
  • 0 funds opened new Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 positions in Q1 2026 and 1 closed out, a net change of -1 holder.
  • The largest Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 seller in Q1 2026 was NBC Securities, an estimated $87.5K sold.

Based on aggregated 13F filings for Q1 2026.