Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080
SOJD
3 hedge funds and large institutions have $161K invested in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 in 2021 Q3 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.
0% less ownership
Funds ownership: 0.02% → 0.02% (-0%)
21% less capital invested
Capital invested by funds: $205K → $161K (-$44K)
25% less funds holding
Funds holding: 4 → 3 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TVWM
Tower View Wealth Management
Shorewood,
Wisconsin
|
-$40K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
1
Edge Wealth Management
New York
| $140K | – | – | – |
|
|
SC
2
Sierra Capital
Miami,
Florida
| $16K | – | – | – |
|
3
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5K | – | – | – |
|
|
TVWM
4
Tower View Wealth Management
Shorewood,
Wisconsin
| – | -$40K | -1,500 | Closed |
|
SOJD Hedge Fund Activity: Q3 2021 in Review
3 of the 5,712 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 2021, worth a combined $161K — down 21% from $205K a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of SOJD and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.
The largest seller was Tower View Wealth Management, exiting entirely with an estimated $40K sold.
- 3 institutional investors held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) as of Q3 2021, down from 4 in Q2 2021.
- Funds reported $161K of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 stock for Q3 2021, down 21% quarter-over-quarter.
- 0 funds opened new Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 positions in Q3 2021 and 1 closed out, a net change of -1 holder.
- The largest Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 seller in Q3 2021 was Tower View Wealth Management, an estimated $40K sold.
Based on aggregated 13F filings for Q3 2021.