SOJD

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

Overview Fund Activity

4 hedge funds and large institutions have $9.88M invested in The Southern Company Series 2020A 4.95% Junior Subordinated Notes due January 30, 2080 in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFG
1
Ethos Financial Group
Pennsylvania
$344K
2
BC
2
Bartlett & Co
Ohio
$1.5M
3
BCWM
3
Bartlett & Co Wealth Management
Ohio
$1.46M

Top Sellers

1
CGH
1
Crossmark Global Holdings
Texas
$6.58M
Name Market Value Shares Shares
Change 		Shares
Change %
CGH
1
Crossmark Global Holdings
Texas
$6.58M 292,816 -865 -0.3%
BC
2
Bartlett & Co
Ohio
$1.5M 65,065 +185 +0.3%
BCWM
3
Bartlett & Co Wealth Management
Ohio
$1.46M 65,065 +185 +0.3%
EFG
4
Ethos Financial Group
Pennsylvania
$344K 15,311 +15,311 New