Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080
SOJD
3 hedge funds and large institutions have $258K invested in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.
23% more capital invested
Capital invested by funds: $210K → $258K (+$48K)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more ownership
Funds ownership: 0.02% → 0.02% (+0%)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$169K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Edge Wealth Management
New York
|
-$79.1K |
| 2 |
FWM
Filbrandt Wealth Management
Middleton,
Wisconsin
|
-$50K |
SOJD Hedge Fund Activity: Q3 2020 in Review
3 of the 4,956 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 Q3 2020, worth a combined $258K — up 23% from $210K a quarter earlier.
Fund positioning in SOJD was balanced in Q3 2020: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 1 trimmed.
The largest buyer was Cary Street Partners Investment Advisory, opening a new position worth an estimated $169K. The largest seller was Edge Wealth Management, cutting an estimated $79.1K.
- 3 institutional investors held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $258K of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 stock for Q3 2020, up 23% quarter-over-quarter.
- 1 fund opened new Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 positions in Q3 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 Q3 2020 was Cary Street Partners Investment Advisory, an estimated $169K added.
- The largest Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 seller in Q3 2020 was Edge Wealth Management, an estimated $79.1K sold.
Based on aggregated 13F filings for Q3 2020.