Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080
SOJD
5 hedge funds and large institutions have $9.62M invested in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 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.
5,876% more capital invested
Capital invested by funds: $161K → $9.62M (+$9.46M)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
67% more funds holding
Funds holding: 3 → 5 (+2)
0.87% more ownership
Funds ownership: 0.02% → 0.89% (+0.87%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
+$6.74M |
| 2 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
+$1.3M |
| 3 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
+$1.3M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$562 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sierra Capital
Miami,
Florida
|
-$16K |
| 2 |
EWM
Edge Wealth Management
New York
|
-$1.34K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CGH
1
Crossmark Global Holdings
Houston,
Texas
| $6.83M | +$6.74M | +252,015 | New |
|
|
BC
2
Bartlett & Co
Cincinnati,
Ohio
| $1.32M | +$1.3M | +48,710 | New |
|
|
BCWM
3
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $1.32M | +$1.3M | +48,710 | New |
|
|
EWM
4
Edge Wealth Management
New York
| $142K | -$1.34K | -50 | -0.9% |
|
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6K | +$562 | +21 | +10% |
|
|
SC
6
Sierra Capital
Miami,
Florida
| – | -$16K | -617 | Closed |
|
SOJD Hedge Fund Activity: Q4 2021 in Review
5 of the 6,498 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 2021, worth a combined $9.62M — up 5,876% from $161K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SOJD positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Crossmark Global Holdings, opening a new position worth an estimated $6.74M. The largest seller was Sierra Capital, exiting entirely with an estimated $16K sold.
- 5 institutional investors held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) as of Q4 2021, up from 3 in Q3 2021.
- Funds reported $9.62M of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 stock for Q4 2021, up 5,876% quarter-over-quarter.
- 3 funds opened new Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 positions in Q4 2021 and 1 closed out, a net change of +2 holders.
- The largest Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 buyer in Q4 2021 was Crossmark Global Holdings, an estimated $6.74M added.
- The largest Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 seller in Q4 2021 was Sierra Capital, an estimated $16K sold.
Based on aggregated 13F filings for Q4 2021.