We are live on ! Find out more
SOJD

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

3 hedge funds and large institutions have $194K invested in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 23 (+1)

18% more capital invested

Capital invested by funds: $165K → $194K (+$29K)

0% more ownership

Funds ownership: 0.02%0.02% (+0%)

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
EWM
Edge Wealth Management
New York
+$20.4K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1
Edge Wealth Management
New York
$139K +$20.4K +775 +17%
TVWM
2
Tower View Wealth Management
Wisconsin
$39K
SC
3
Sierra Capital
Florida
$16K +$16.2K +617 New

SOJD Hedge Fund Activity: Q1 2021 in Review

3 of the 5,695 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 2021, worth a combined $194K — up 18% from $165K a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new SOJD positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Edge Wealth Management, adding an estimated $20.4K.

  • 3 institutional investors held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) as of Q1 2021, up from 2 in Q4 2020.
  • Funds reported $194K of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 stock for Q1 2021, up 18% quarter-over-quarter.
  • 1 fund opened new Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 positions in Q1 2021 and 0 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 Q1 2021 was Edge Wealth Management, an estimated $20.4K added.

Based on aggregated 13F filings for Q1 2021.