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SOJC

Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077

3 hedge funds and large institutions have $267K invested in Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.06% more ownership

Funds ownership: 0%0.06% (+0.06%)

Holders
3
Holders Change
+3
Holders Change %
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
FMI
1
F/M Investments
District of Columbia
$252K +$252K +9,525 New
SIM
2
Sonora Investment Management
Arizona
$11K +$10.6K +400 New
SC
3
Sierra Capital
Florida
$4K +$4.05K +153 New

SOJC Hedge Fund Activity: Q1 2021 in Review

3 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 (SOJC) for Q1 2021, worth a combined $267K.

Buyers outnumbered sellers: 3 funds opened new SOJC positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was F/M Investments, opening a new position worth an estimated $252K.

  • 3 institutional investors held Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 (SOJC) as of Q1 2021, up from 0 in Q4 2020.
  • Funds reported $267K of Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 stock for Q1 2021.
  • 3 funds opened new Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 positions in Q1 2021 and 0 closed out, a net change of +3 holders.
  • The largest Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 buyer in Q1 2021 was F/M Investments, an estimated $252K added.

Based on aggregated 13F filings for Q1 2021.