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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 $7.07M invested in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.01% more ownership

Funds ownership: 0.79% → 0.8% (+0.01%)

2% less capital invested

Capital invested by funds: $7.23M → $7.07M (-$167K)

25% less funds holding

Funds holding: 4 → 3 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

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
–
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CGH
Crossmark Global Holdings
Texas
+$123K

Top Sellers

Rank Fund Capital Flow
1
FGAM
Financial Gravity Asset Management
Texas
-$414
Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
1
Crossmark Global Holdings
Texas
$6.69M +$123K +5,555 +2%
EFG
2
Ethos Financial Group
Pennsylvania
$338K – – –
TIM
3
Thompson Investment Management
Wisconsin
$40.8K – – –
FGAM
4
Financial Gravity Asset Management
Texas
– -$414 -18 Closed

SOJD Hedge Fund Activity: Q2 2024 in Review

3 of the 6,924 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 Q2 2024, worth a combined $7.07M — down 2.3% from $7.23M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of SOJD and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.

The largest buyer was Crossmark Global Holdings, adding an estimated $123K. The largest seller was Financial Gravity Asset Management, exiting entirely with an estimated $414 sold.

  • 3 institutional investors held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) as of Q2 2024, down from 4 in Q1 2024.
  • Funds reported $7.07M of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 stock for Q2 2024, down 2.3% quarter-over-quarter.
  • 0 funds opened new Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 positions in Q2 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 Q2 2024 was Crossmark Global Holdings, an estimated $123K added.
  • The largest Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 seller in Q2 2024 was Financial Gravity Asset Management, an estimated $414 sold.

Based on aggregated 13F filings for Q2 2024.