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SOJD

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

1 hedge funds and large institutions have $37.8K invested in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 in 2025 Q1 according to their latest regulatory filings, with funds opening new positions, 0 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.81% less ownership

Funds ownership: 0.81% → 0% (-0.81%)

67% less funds holding

Funds holding: 3 → 1 (-2)

99% less capital invested

Capital invested by funds: $6.74M → $37.8K (-$6.71M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
1
Holders Change
-2
Holders Change %
-66.67%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
CGH
Crossmark Global Holdings
Texas
-$6.39M
2
EFG
Ethos Financial Group
Pennsylvania
-$317K
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1
Thompson Investment Management
Wisconsin
$37.8K – – –
CGH
2
Crossmark Global Holdings
Texas
– -$6.39M -308,600 Closed
EFG
3
Ethos Financial Group
Pennsylvania
– -$317K -15,311 Closed

SOJD Hedge Fund Activity: Q1 2025 in Review

1 of the 7,458 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 2025, worth a combined $37.8K — down 99% from $6.74M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of SOJD and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was Crossmark Global Holdings, exiting entirely with an estimated $6.39M sold.

  • 1 institutional investor held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) as of Q1 2025, down from 3 in Q4 2024.
  • Funds reported $37.8K of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 stock for Q1 2025, down 99% quarter-over-quarter.
  • 0 funds opened new Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 positions in Q1 2025 and 2 closed out, a net change of -2 holders.
  • The largest Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 seller in Q1 2025 was Crossmark Global Holdings, an estimated $6.39M sold.

Based on aggregated 13F filings for Q1 2025.