SOJD

The Southern Company Series 2020A 4.95% Junior Subordinated Notes due January 30, 2080

5 hedge funds and large institutions have $9.62M invested in The Southern Company Series 2020A 4.95% Junior Subordinated Notes due January 30, 2080 in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
1
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CGH
1
Crossmark Global Holdings
Texas
$6.83M 252,015 +252,015 New
BC
2
Bartlett & Co
Ohio
$1.32M 48,710 +48,710 New
BCWM
3
Bartlett & Co Wealth Management
Ohio
$1.32M 48,710 +48,710 New
EWM
4
Edge Wealth Management
New York
$142K 5,235 -50 -0.9%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$6K 227 +21 +10%
SC
6
Sierra Capital
Florida
-617 Closed