Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080
SOJD
5 hedge funds and large institutions have $8.11M invested in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 in 2022 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
0% more funds holding
Funds holding: 5 → 5 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
0.02% less ownership
Funds ownership: 0.95% → 0.93% (-0.02%)
12% less capital invested
Capital invested by funds: $9.17M → $8.11M (-$1.06M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
+$16.4K |
| 2 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
+$16.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
-$230K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$458 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CGH
1
Crossmark Global Holdings
Houston,
Texas
| $5.61M | -$230K | -10,525 | -4% |
|
|
BCWM
2
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $1.12M | +$16.4K | +750 | +1% |
|
|
BC
3
Bartlett & Co
Cincinnati,
Ohio
| $1.12M | +$16.4K | +750 | +1% |
|
|
AHB
4
Abner Herrman & Brock
Jersey City,
New Jersey
| $243K | – | – | – |
|
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5K | -$458 | -21 | -9% |
|
SOJD Hedge Fund Activity: Q2 2022 in Review
5 of the 5,936 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 Q2 2022, worth a combined $8.11M — down 12% from $9.17M a quarter earlier.
Fund positioning in SOJD was balanced in Q2 2022: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Bartlett & Co, adding an estimated $16.4K. The largest seller was Crossmark Global Holdings, cutting an estimated $230K.
- 5 institutional investors held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $8.11M of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 stock for Q2 2022, down 12% quarter-over-quarter.
- 0 funds opened new Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 positions in Q2 2022 and 0 closed out.
- The largest Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 buyer in Q2 2022 was Bartlett & Co, an estimated $16.4K added.
- The largest Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 seller in Q2 2022 was Crossmark Global Holdings, an estimated $230K sold.
Based on aggregated 13F filings for Q2 2022.