SOJD

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

Overview Fund Activity

6 hedge funds and large institutions have $7.84M invested in The Southern Company Series 2020A 4.95% Junior Subordinated Notes due January 30, 2080 in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
6
Holders Change
–
Holders Change %
0%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CGH
1
Crossmark Global Holdings
Texas
$5.27M
2
3IP
2
3Chopt Investment Partners
Virginia
$39.3K
3
CPG
3
Cornerstone Planning Group
New Jersey
$2.81K
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$4.4K

Top Sellers

1
CW
1
Connectus Wealth
Ohio
$0
2
AHB
2
Abner Herrman & Brock
New Jersey
$0
3
BCWM
3
Bartlett & Co Wealth Management
Ohio
$1.26M
4
BC
4
Bartlett & Co
Ohio
$1.26M
Name Market Value Shares Shares
Change 		Shares
Change %
CGH
1
Crossmark Global Holdings
Texas
$5.27M 268,495 +6,025 +2%
BCWM
2
Bartlett & Co Wealth Management
Ohio
$1.26M 64,180 -295 -0.5%
BC
3
Bartlett & Co
Ohio
$1.26M 64,180 -295 -0.5%
3IP
4
3Chopt Investment Partners
Virginia
$39.3K 2,000 +2,000 New
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$4.4K 224 +18 +9%
CPG
6
Cornerstone Planning Group
New Jersey
$2.81K 125 +125 New
CW
7
Connectus Wealth
Ohio
– – -928,923 Closed
AHB
8
Abner Herrman & Brock
New Jersey
– – -11,141 Closed