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SOJE

Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060
SOJE

2 hedge funds and large institutions have $1.02M invested in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 1 → 2 (+1)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

0.14% less ownership

Funds ownership: 0.27% → 0.13% (-0.14%)

49% less capital invested

Capital invested by funds: $2M → $1.02M (-$980K)

Holders
2
Holders Change
+1
Holders Change %
+100%
% 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
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KC
Kingfisher Capital
North Carolina
+$724K
2
MCM
Murphy Capital Management
New Jersey
+$255K

Top Sellers

Rank Fund Capital Flow
1
IR
IAT Reinsurance
New York
-$2M
Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1
Kingfisher Capital
North Carolina
$758K +$724K +28,169 New
MCM
2
Murphy Capital Management
New Jersey
$267K +$255K +9,940 New
IR
3
IAT Reinsurance
New York
– -$2M -80,000 Closed

SOJE Hedge Fund Activity: Q4 2020 in Review

2 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) for Q4 2020, worth a combined $1.02M — down 49% from $2M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SOJE positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Kingfisher Capital, opening a new position worth an estimated $724K. The largest seller was IAT Reinsurance, exiting entirely with an estimated $2M sold.

  • 2 institutional investors held Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) as of Q4 2020, up from 1 in Q3 2020.
  • Funds reported $1.02M of Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 stock for Q4 2020, down 49% quarter-over-quarter.
  • 2 funds opened new Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 positions in Q4 2020 and 1 closed out, a net change of +1 holder.
  • The largest Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 buyer in Q4 2020 was Kingfisher Capital, an estimated $724K added.
  • The largest Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 seller in Q4 2020 was IAT Reinsurance, an estimated $2M sold.

Based on aggregated 13F filings for Q4 2020.