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SOJD

Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080
SOJD

4 hedge funds and large institutions have $9.88M invested in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 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.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

33% more funds holding

Funds holding: 3 → 4 (+1)

15% more capital invested

Capital invested by funds: $8.58M → $9.88M (+$1.31M)

0.04% more ownership

Funds ownership: 1.06% → 1.1% (+0.04%)

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

Rank Fund Capital Flow
1
EFG
Ethos Financial Group
Pennsylvania
+$325K
2
BC
Bartlett & Co
Ohio
+$3.93K
3
BCWM
Bartlett & Co Wealth Management
Ohio
+$3.93K

Top Sellers

Rank Fund Capital Flow
1
CGH
Crossmark Global Holdings
Texas
-$18.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
1
Crossmark Global Holdings
Texas
$6.58M -$18.4K -865 -0.3%
BC
2
Bartlett & Co
Ohio
$1.5M +$3.93K +185 +0.3%
BCWM
3
Bartlett & Co Wealth Management
Ohio
$1.46M +$3.93K +185 +0.3%
EFG
4
Ethos Financial Group
Pennsylvania
$344K +$325K +15,311 New

SOJD Hedge Fund Activity: Q4 2023 in Review

4 of the 6,859 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 Q4 2023, worth a combined $9.88M — up 15% from $8.58M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new SOJD positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Ethos Financial Group, opening a new position worth an estimated $325K. The largest seller was Crossmark Global Holdings, cutting an estimated $18.4K.

  • 4 institutional investors held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) as of Q4 2023, up from 3 in Q3 2023.
  • Funds reported $9.88M of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 stock for Q4 2023, up 15% quarter-over-quarter.
  • 1 fund opened new Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 positions in Q4 2023 and 0 closed out, a net change of +1 holder.
  • The largest Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 buyer in Q4 2023 was Ethos Financial Group, an estimated $325K added.
  • The largest Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 seller in Q4 2023 was Crossmark Global Holdings, an estimated $18.4K sold.

Based on aggregated 13F filings for Q4 2023.