Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077
SOJC
2 hedge funds and large institutions have $232K invested in Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and 2 closing their positions.
0.01% less ownership
Funds ownership: 0.06% → 0.05% (-0.01%)
13% less capital invested
Capital invested by funds: $267K → $232K (-$35K)
33% less funds holding
Funds holding: 3 → 2 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
+$226K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
F/M Investments
Washington,
District of Columbia
|
-$252K |
| 2 |
SIM
Sonora Investment Management
Tucson,
Arizona
|
-$11K |
SOJC Hedge Fund Activity: Q2 2021 in Review
2 of the 5,746 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 Q2 2021, worth a combined $232K — down 13% from $267K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SOJC and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.
The largest buyer was Steward Partners Investment Advisory, opening a new position worth an estimated $226K. The largest seller was F/M Investments, exiting entirely with an estimated $252K sold.
- 2 institutional investors held Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 (SOJC) as of Q2 2021, down from 3 in Q1 2021.
- Funds reported $232K of Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 stock for Q2 2021, down 13% quarter-over-quarter.
- 1 fund opened new Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 positions in Q2 2021 and 2 closed out, a net change of -1 holder.
- The largest Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 buyer in Q2 2021 was Steward Partners Investment Advisory, an estimated $226K added.
- The largest Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 seller in Q2 2021 was F/M Investments, an estimated $252K sold.
Based on aggregated 13F filings for Q2 2021.