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.
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
5% less capital invested
Capital invested by funds: $9.62M → $9.17M (-$453K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
+$381K |
| 2 |
AHB
Abner Herrman & Brock
Jersey City,
New Jersey
|
+$277K |
| 3 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
+$47.9K |
| 4 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
+$47.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Edge Wealth Management
New York
|
-$142K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CGH
1
Crossmark Global Holdings
Houston,
Texas
| $6.45M | +$381K | +15,300 | +6% |
|
|
BC
2
Bartlett & Co
Cincinnati,
Ohio
| $1.22M | +$47.9K | +1,925 | +4% |
|
|
BCWM
3
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $1.22M | +$47.9K | +1,925 | +4% |
|
|
AHB
4
Abner Herrman & Brock
Jersey City,
New Jersey
| $269K | +$277K | +11,141 | New |
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5K | – | – | – |
|
|
EWM
6
Edge Wealth Management
New York
| – | -$142K | -5,235 | Closed |
|
SOJD Hedge Fund Activity: Q1 2022 in Review
5 of the 6,340 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 $9.62M 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.