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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 $7.7M invested in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 in 2024 Q3 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $7.07M → $7.7M (+$630K)

0.01% more ownership

Funds ownership: 0.8% → 0.81% (+0.01%)

0% more funds holding

Funds holding: 3 → 3 (0)

Holders
3
Holders Change
–
Holders Change %
0%
% 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
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CGH
Crossmark Global Holdings
Texas
+$92.3K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
1
Crossmark Global Holdings
Texas
$7.29M +$92.3K +4,010 +1%
EFG
2
Ethos Financial Group
Pennsylvania
$363K – – –
TIM
3
Thompson Investment Management
Wisconsin
$43.9K – – –

SOJD Hedge Fund Activity: Q3 2024 in Review

3 of the 6,964 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 Q3 2024, worth a combined $7.7M — up 8.9% from $7.07M a quarter earlier.

Fund positioning in SOJD was balanced in Q3 2024: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was Crossmark Global Holdings, adding an estimated $92.3K.

  • 3 institutional investors held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $7.7M of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 stock for Q3 2024, up 8.9% quarter-over-quarter.
  • 0 funds opened new Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 positions in Q3 2024 and 0 closed out.
  • The largest Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 buyer in Q3 2024 was Crossmark Global Holdings, an estimated $92.3K added.

Based on aggregated 13F filings for Q3 2024.