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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 $2.14M invested in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 in 2021 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

43% more capital invested

Capital invested by funds: $1.5M → $2.14M (+$643K)

0.08% more ownership

Funds ownership: 0.2% → 0.28% (+0.08%)

0% more funds holding

Funds holding: 4 → 4 (0)

Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAM
Private Asset Management
California
+$570K
2
KC
Kingfisher Capital
North Carolina
+$5.56K

Top Sellers

Rank Fund Capital Flow
1
MCM
Murphy Capital Management
New Jersey
-$3.43K
Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1
Kingfisher Capital
North Carolina
$823K +$5.56K +219 +0.7%
PAM
2
Private Asset Management
California
$792K +$570K +22,450 +273%
MCM
3
Murphy Capital Management
New Jersey
$266K -$3.43K -135 -1%
BWAM
4
Boyd Watterson Asset Management
Ohio
$262K – – –

SOJE Hedge Fund Activity: Q2 2021 in Review

4 of the 5,745 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 Q2 2021, worth a combined $2.14M — up 43% from $1.5M a quarter earlier.

Fund positioning in SOJE was balanced in Q2 2021: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 1 trimmed.

The largest buyer was Private Asset Management, adding an estimated $570K. The largest seller was Murphy Capital Management, cutting an estimated $3.43K.

  • 4 institutional investors held Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $2.14M of Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 stock for Q2 2021, up 43% quarter-over-quarter.
  • 0 funds opened new Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 positions in Q2 2021 and 0 closed out.
  • The largest Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 buyer in Q2 2021 was Private Asset Management, an estimated $570K added.
  • The largest Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 seller in Q2 2021 was Murphy Capital Management, an estimated $3.43K sold.

Based on aggregated 13F filings for Q2 2021.