SOJD

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

4 hedge funds and large institutions have $9.3M invested in The Southern Company Series 2020A 4.95% Junior Subordinated Notes due January 30, 2080 in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.

Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
3
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CGH
1
Crossmark Global Holdings
Texas
$6.33M 286,810 +13,462 +5%
BCWM
2
Bartlett & Co Wealth Management
Ohio
$1.48M 64,480 +1,125 +2%
BC
3
Bartlett & Co
Ohio
$1.48M 64,480 +1,125 +2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$4.73K 206
EFG
5
Ethos Financial Group
Pennsylvania
-15,311 Closed