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SOJD

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

3 hedge funds and large institutions have $611K invested in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 0%0.07% (+0.07%)

Holders
3
Holders Change
+3
Holders Change %
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
Ancora Advisors
Ohio
$519K +$563K +23,200 New
EWM
2
Edge Wealth Management
New York
$90K +$97K +4,000 New
SIM
3
Sonora Investment Management
Arizona
$2K +$2.23K +92 New

SOJD Hedge Fund Activity: Q1 2020 in Review

3 of the 4,538 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 2020, worth a combined $611K.

Buyers outnumbered sellers: 3 funds opened new SOJD positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Ancora Advisors, opening a new position worth an estimated $563K.

  • 3 institutional investors held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) as of Q1 2020, up from 0 in Q4 2019.
  • Funds reported $611K of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 stock for Q1 2020.
  • 3 funds opened new Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 positions in Q1 2020 and 0 closed out, a net change of +3 holders.
  • The largest Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 buyer in Q1 2020 was Ancora Advisors, an estimated $563K added.

Based on aggregated 13F filings for Q1 2020.