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SOJD

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

3 hedge funds and large institutions have $210K invested in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.05% less ownership

Funds ownership: 0.07% → 0.02% (-0.05%)

66% less capital invested

Capital invested by funds: $611K → $210K (-$401K)

Holders
3
Holders Change
–
Holders Change %
0%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWM
Edge Wealth Management
New York
+$56.7K
2
FWM
Filbrandt Wealth Management
Wisconsin
+$49.3K

Top Sellers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
-$519K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1
Edge Wealth Management
New York
$158K +$56.7K +2,300 +58%
FWM
2
Filbrandt Wealth Management
Wisconsin
$50K +$49.3K +2,000 New
SIM
3
Sonora Investment Management
Arizona
$2K – – –
AA
4
Ancora Advisors
Ohio
– -$519K -23,200 Closed

SOJD Hedge Fund Activity: Q2 2020 in Review

3 of the 4,877 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 Q2 2020, worth a combined $210K — down 66% from $611K a quarter earlier.

Fund positioning in SOJD was balanced in Q2 2020: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was Edge Wealth Management, adding an estimated $56.7K. The largest seller was Ancora Advisors, exiting entirely with an estimated $519K sold.

  • 3 institutional investors held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $210K of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 stock for Q2 2020, down 66% quarter-over-quarter.
  • 1 fund opened new Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 positions in Q2 2020 and 1 closed out, a net change of 0 holders.
  • The largest Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 buyer in Q2 2020 was Edge Wealth Management, an estimated $56.7K added.
  • The largest Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 seller in Q2 2020 was Ancora Advisors, an estimated $519K sold.

Based on aggregated 13F filings for Q2 2020.