SOJD

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

Overview Fund Activity

5 hedge funds and large institutions have $9.39M invested in The Southern Company Series 2020A 4.95% Junior Subordinated Notes due January 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.

Holders
5
Holders Change
-1
Holders Change %
-16.67%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFG
1
Ethos Financial Group
Pennsylvania
$346K
2
CGH
2
Crossmark Global Holdings
Texas
$6.18M

Top Sellers

1
3IP
1
3Chopt Investment Partners
Virginia
$0
2
BC
2
Bartlett & Co
Ohio
$1.43M
3
BCWM
3
Bartlett & Co Wealth Management
Ohio
$1.43M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$4.66K
Name Market Value Shares Shares
Change 		Shares
Change %
CGH
1
Crossmark Global Holdings
Texas
$6.18M 273,348 +4,853 +2%
BC
2
Bartlett & Co
Ohio
$1.43M 63,355 -825 -1%
BCWM
3
Bartlett & Co Wealth Management
Ohio
$1.43M 63,355 -825 -1%
EFG
4
Ethos Financial Group
Pennsylvania
$346K 15,311 +15,311 New
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$4.66K 206 -18 -8%
3IP
6
3Chopt Investment Partners
Virginia
– – -2,000 Closed