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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 $1.91M invested in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 in 2021 Q3 according to their latest regulatory filings, with funds opening new positions, 0 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4 → 4 (0)

0.03% less ownership

Funds ownership: 0.28% → 0.25% (-0.03%)

11% less capital invested

Capital invested by funds: $2.14M → $1.91M (-$233K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

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
–
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
PAM
Private Asset Management
California
-$216K
2
KC
Kingfisher Capital
North Carolina
-$1.49K
Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1
Kingfisher Capital
North Carolina
$814K -$1.49K -57 -0.2%
PAM
2
Private Asset Management
California
$573K -$216K -8,300 -27%
MCM
3
Murphy Capital Management
New Jersey
$264K – – –
BWAM
4
Boyd Watterson Asset Management
Ohio
$259K – – –

SOJE Hedge Fund Activity: Q3 2021 in Review

4 of the 5,712 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 Q3 2021, worth a combined $1.91M — down 11% from $2.14M a quarter earlier.

Fund positioning in SOJE was balanced in Q3 2021: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 2 trimmed.

The largest seller was Private Asset Management, cutting an estimated $216K.

  • 4 institutional investors held Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $1.91M of Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 stock for Q3 2021, down 11% quarter-over-quarter.
  • 0 funds opened new Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 positions in Q3 2021 and 0 closed out.
  • The largest Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 seller in Q3 2021 was Private Asset Management, an estimated $216K sold.

Based on aggregated 13F filings for Q3 2021.