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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 $425K invested in Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,024% more capital invested

Capital invested by funds: $37.8K → $425K (+$387K)

200% more funds holding

Funds holding: 1 → 3 (+2)

0.05% more ownership

Funds ownership: 0% → 0.05% (+0.05%)

Holders
3
Holders Change
+2
Holders Change %
+200%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EFG
Ethos Financial Group
Pennsylvania
+$307K
2
NS
NBC Securities
Alabama
+$86.7K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1
Ethos Financial Group
Pennsylvania
$303K +$307K +15,311 New
NS
2
NBC Securities
Alabama
$85K +$86.7K +4,323 New
TIM
3
Thompson Investment Management
Wisconsin
$36.6K – – –

SOJD Hedge Fund Activity: Q2 2025 in Review

3 of the 7,595 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 2025, worth a combined $425K — up 1,024% from $37.8K a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SOJD positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Ethos Financial Group, opening a new position worth an estimated $307K.

  • 3 institutional investors held Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 (SOJD) as of Q2 2025, up from 1 in Q1 2025.
  • Funds reported $425K of Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 stock for Q2 2025, up 1,024% quarter-over-quarter.
  • 2 funds opened new Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 positions in Q2 2025 and 0 closed out, a net change of +2 holders.
  • The largest Southern Company Series 2020A 4.95% Junior Subordinated Notes due Jan 30 2080 buyer in Q2 2025 was Ethos Financial Group, an estimated $307K added.

Based on aggregated 13F filings for Q2 2025.