Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080
SOJD
5 hedge funds and large institutions have $9.39M invested in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
20% more capital invested
Capital invested by funds: $7.84M → $9.39M (+$1.55M)
0.04% more ownership
Funds ownership: 1% → 1.04% (+0.04%)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
17% less funds holding
Funds holding: 6 → 5 (-1)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$335K |
| 2 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
+$106K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3IP
3Chopt Investment Partners
Richmond,
Virginia
|
-$39.3K |
| 2 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
-$18.1K |
| 3 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
-$18.1K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$394 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CGH
1
Crossmark Global Holdings
Houston,
Texas
| $6.18M | +$106K | +4,853 | +2% |
|
|
BC
2
Bartlett & Co
Cincinnati,
Ohio
| $1.43M | -$18.1K | -825 | -1% |
|
|
BCWM
3
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $1.43M | -$18.1K | -825 | -1% |
|
|
EFG
4
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $346K | +$335K | +15,311 | New |
|
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $4.66K | -$394 | -18 | -8% |
|
|
3IP
6
3Chopt Investment Partners
Richmond,
Virginia
| – | -$39.3K | -2,000 | Closed |
|
SOJD Hedge Fund Activity: Q1 2023 in Review
5 of the 6,275 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 2023, worth a combined $9.39M — up 20% from $7.84M a quarter earlier.
Fund positioning in SOJD was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was Ethos Financial Group, opening a new position worth an estimated $335K. The largest seller was 3Chopt Investment Partners, exiting entirely with an estimated $39.3K sold.
- 5 institutional investors held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) as of Q1 2023, down from 6 in Q4 2022.
- Funds reported $9.39M of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 stock for Q1 2023, up 20% quarter-over-quarter.
- 1 fund opened new Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 positions in Q1 2023 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 2023 was Ethos Financial Group, an estimated $335K added.
- The largest Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 seller in Q1 2023 was 3Chopt Investment Partners, an estimated $39.3K sold.
Based on aggregated 13F filings for Q1 2023.