SOJD

The Southern Company Series 2020A 4.95% Junior Subordinated Notes due January 30, 2080

6 hedge funds and large institutions have $27.6M invested in The Southern Company Series 2020A 4.95% Junior Subordinated Notes due January 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.

Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CW
1
Connectus Wealth
Ohio
$19.2M 928,923 +928,923 New
CGH
2
Crossmark Global Holdings
Texas
$5.42M 262,470 +5,680 +2%
BCWM
3
Bartlett & Co Wealth Management
Ohio
$1.34M 64,475 +13,090 +25%
BC
4
Bartlett & Co
Ohio
$1.33M 64,475 +13,090 +25%
AHB
5
Abner Herrman & Brock
New Jersey
$230K 11,141
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$4K 206