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SOJD

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

3 hedge funds and large institutions have $7.23M invested in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.31% less ownership

Funds ownership: 1.1% → 0.79% (-0.31%)

25% less funds holding

Funds holding: 4 → 3 (-1)

27% less capital invested

Capital invested by funds: $9.88M → $7.23M (-$2.65M)

Holders
3
Holders Change
-1
Holders Change %
-25%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CGH
Crossmark Global Holdings
Texas
+$110K
2
TIM
Thompson Investment Management
Wisconsin
+$43.1K

Top Sellers

Rank Fund Capital Flow
1
BCWM
Bartlett & Co Wealth Management
Ohio
-$1.46M

SOJD Hedge Fund Activity: Q1 2024 in Review

3 of the 6,958 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 2024, worth a combined $7.23M — down 27% from $9.88M a quarter earlier.

Fund positioning in SOJD was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was Crossmark Global Holdings, adding an estimated $110K. The largest seller was Bartlett & Co Wealth Management, exiting entirely with an estimated $1.46M sold.

  • 3 institutional investors held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) as of Q1 2024, down from 4 in Q4 2023.
  • Funds reported $7.23M of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 stock for Q1 2024, down 27% quarter-over-quarter.
  • 1 fund opened new Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 positions in Q1 2024 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 2024 was Crossmark Global Holdings, an estimated $110K added.
  • The largest Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 seller in Q1 2024 was Bartlett & Co Wealth Management, an estimated $1.46M sold.

Based on aggregated 13F filings for Q1 2024.