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SOJD

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

2 hedge funds and large institutions have $165K invested in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.01% less ownership

Funds ownership: 0.02% → 0.02% (-0.01%)

33% less funds holding

Funds holding: 3 → 2 (-1)

36% less capital invested

Capital invested by funds: $258K → $165K (-$93K)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
2
Holders Change
-1
Holders Change %
-33.33%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TVWM
Tower View Wealth Management
Wisconsin
+$40.6K
2
EWM
Edge Wealth Management
New York
+$32.8K

Top Sellers

Rank Fund Capital Flow
1
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$169K
2
SIM
Sonora Investment Management
Arizona
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1
Edge Wealth Management
New York
$124K +$32.8K +1,210 +37%
TVWM
2
Tower View Wealth Management
Wisconsin
$41K +$40.6K +1,500 New
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
– -$169K -6,400 Closed
SIM
4
Sonora Investment Management
Arizona
– -$2K -92 Closed

SOJD Hedge Fund Activity: Q4 2020 in Review

2 of the 5,651 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 Q4 2020, worth a combined $165K — down 36% from $258K a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of SOJD and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.

The largest buyer was Tower View Wealth Management, opening a new position worth an estimated $40.6K. The largest seller was Cary Street Partners Investment Advisory, exiting entirely with an estimated $169K sold.

  • 2 institutional investors held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) as of Q4 2020, down from 3 in Q3 2020.
  • Funds reported $165K of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 stock for Q4 2020, down 36% quarter-over-quarter.
  • 1 fund opened new Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 positions in Q4 2020 and 2 closed out, a net change of -1 holder.
  • The largest Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 buyer in Q4 2020 was Tower View Wealth Management, an estimated $40.6K added.
  • The largest Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 seller in Q4 2020 was Cary Street Partners Investment Advisory, an estimated $169K sold.

Based on aggregated 13F filings for Q4 2020.