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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 $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 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

0% more funds holding

Funds holding: 4 → 4 (0)

0.31% less ownership

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

27% less capital invested

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

Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
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
3
FGAM
Financial Gravity Asset Management
Texas
+$419

Top Sellers

Rank Fund Capital Flow
1
BCWM
Bartlett & Co Wealth Management
Ohio
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
1
Crossmark Global Holdings
Texas
$6.84M +$110K +4,717 +2%
EFG
2
Ethos Financial Group
Pennsylvania
$352K – – –
TIM
3
Thompson Investment Management
Wisconsin
$42.5K +$43.1K +1,850 New
FGAM
4
Financial Gravity Asset Management
Texas
$414 +$419 +18 New
BCWM
5
Bartlett & Co Wealth Management
Ohio
– -$1.46M -65,065 Closed

SOJD Hedge Fund Activity: Q1 2024 in Review

4 of the 6,942 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.

Buyers outnumbered sellers: 2 funds opened new SOJD positions and 1 closed out — a net gain of 1 holder — while 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.

  • 4 institutional investors held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) as of Q1 2024, unchanged from 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.
  • 2 funds 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 +1 holder.
  • 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.