Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080
SOJD
5 hedge funds and large institutions have $9.17M invested in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
431% more capital inflows, than outflows
Capital inflows: $754K | Capital outflows: $142K
0.06% more ownership
Funds ownership: 0.89% → 0.95% (+0.06%)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Crossmark Global Holdings
Houston,
Texas
|
+$381K |
| 2 |
Abner Herrman & Brock
Jersey City,
New Jersey
|
+$277K |
| 3 |
Bartlett & Co
Cincinnati,
Ohio
|
+$47.9K |
| 4 |
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
+$47.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Edge Wealth Management
New York
|
-$142K |
SOJD Hedge Fund Activity: Q1 2022 in Review
5 of the 6,364 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 2022, worth a combined $9.17M — down 4.7% from $9.6M a quarter earlier.
Fund positioning in SOJD was balanced in Q1 2022: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was Crossmark Global Holdings, adding an estimated $381K. The largest seller was Edge Wealth Management, exiting entirely with an estimated $142K sold.
- 5 institutional investors held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $9.17M of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 stock for Q1 2022, down 4.7% quarter-over-quarter.
- 1 fund opened new Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 positions in Q1 2022 and 1 closed out, a net change of 0 holders.
- The largest Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 buyer in Q1 2022 was Crossmark Global Holdings, an estimated $381K added.
- The largest Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 seller in Q1 2022 was Edge Wealth Management, an estimated $142K sold.
Based on aggregated 13F filings for Q1 2022.