Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080
SOJD
6 hedge funds and large institutions have $27.6M invested in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and closing their positions.
240% more capital invested
Capital invested by funds: $8.11M → $27.6M (+$19.4M)
20% more funds holding
Funds holding: 5 → 6 (+1)
2.4% more ownership
Funds ownership: 0.93% → 3.33% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$20.7M |
| 2 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
+$291K |
| 3 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
+$291K |
| 4 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
+$126K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CW
1
Connectus Wealth
Cincinnati,
Ohio
| $19.2M | +$20.7M | +928,923 | New |
|
|
CGH
2
Crossmark Global Holdings
Houston,
Texas
| $5.42M | +$126K | +5,680 | +2% |
|
|
BCWM
3
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $1.34M | +$291K | +13,090 | +25% |
|
|
BC
4
Bartlett & Co
Cincinnati,
Ohio
| $1.33M | +$291K | +13,090 | +25% |
|
|
AHB
5
Abner Herrman & Brock
Jersey City,
New Jersey
| $230K | – | – | – |
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $4K | – | – | – |
|
SOJD Hedge Fund Activity: Q3 2022 in Review
6 of the 5,805 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 Q3 2022, worth a combined $27.6M — up 240% from $8.11M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new SOJD positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Connectus Wealth, opening a new position worth an estimated $20.7M.
- 6 institutional investors held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) as of Q3 2022, up from 5 in Q2 2022.
- Funds reported $27.6M of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 stock for Q3 2022, up 240% quarter-over-quarter.
- 1 fund opened new Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 positions in Q3 2022 and 0 closed out, a net change of +1 holder.
- The largest Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 buyer in Q3 2022 was Connectus Wealth, an estimated $20.7M added.
Based on aggregated 13F filings for Q3 2022.