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SOJE

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

4 hedge funds and large institutions have $1.5M invested in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 2 → 4 (+2)

46% more capital invested

Capital invested by funds: $1.02M → $1.5M (+$475K)

0.07% more ownership

Funds ownership: 0.13% → 0.2% (+0.07%)

Holders
4
Holders Change
+2
Holders Change %
+100%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BWAM
Boyd Watterson Asset Management
Ohio
+$251K
2
PAM
Private Asset Management
California
+$204K
3
KC
Kingfisher Capital
North Carolina
+$86.3K
4
MCM
Murphy Capital Management
New Jersey
+$12.8K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1
Kingfisher Capital
North Carolina
$786K +$86.3K +3,470 +12%
MCM
2
Murphy Capital Management
New Jersey
$259K +$12.8K +515 +5%
BWAM
3
Boyd Watterson Asset Management
Ohio
$251K +$251K +10,100 New
PAM
4
Private Asset Management
California
$204K +$204K +8,214 New

SOJE Hedge Fund Activity: Q1 2021 in Review

4 of the 5,695 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 Q1 2021, worth a combined $1.5M — up 46% from $1.02M a quarter earlier.

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

The largest buyer was Boyd Watterson Asset Management, opening a new position worth an estimated $251K.

  • 4 institutional investors held Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) as of Q1 2021, up from 2 in Q4 2020.
  • Funds reported $1.5M of Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 stock for Q1 2021, up 46% quarter-over-quarter.
  • 2 funds opened new Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 positions in Q1 2021 and 0 closed out, a net change of +2 holders.
  • The largest Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 buyer in Q1 2021 was Boyd Watterson Asset Management, an estimated $251K added.

Based on aggregated 13F filings for Q1 2021.