Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060
SOJE
7 hedge funds and large institutions have $5.81M invested in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and closing their positions.
204% more capital invested
Capital invested by funds: $1.91M → $5.81M (+$3.9M)
75% more funds holding
Funds holding: 4 → 7 (+3)
0.5% more ownership
Funds ownership: 0.25% → 0.74% (+0.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
+$1.88M |
| 2 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
+$1.88M |
| 3 |
PAM
Private Asset Management
San Diego,
California
|
+$35.9K |
| 4 |
KC
Kingfisher Capital
Charlotte,
North Carolina
|
+$5.53K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$845 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCWM
1
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $1.91M | +$1.88M | +73,541 | New |
|
|
BC
2
Bartlett & Co
Cincinnati,
Ohio
| $1.91M | +$1.88M | +73,541 | New |
|
|
KC
3
Kingfisher Capital
Charlotte,
North Carolina
| $832K | +$5.53K | +216 | +0.7% |
|
|
PAM
4
Private Asset Management
San Diego,
California
| $618K | +$35.9K | +1,400 | +6% |
|
|
MCM
5
Murphy Capital Management
Bedminster,
New Jersey
| $268K | – | – | – |
|
|
BWAM
6
Boyd Watterson Asset Management
Cleveland,
Ohio
| $263K | – | – | – |
|
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1K | +$845 | +33 | New |
|
SOJE Hedge Fund Activity: Q4 2021 in Review
7 of the 6,498 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 2021, worth a combined $5.81M — up 204% from $1.91M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SOJE positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Bartlett & Co, opening a new position worth an estimated $1.88M.
- 7 institutional investors held Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) as of Q4 2021, up from 4 in Q3 2021.
- Funds reported $5.81M of Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 stock for Q4 2021, up 204% quarter-over-quarter.
- 3 funds opened new Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 positions in Q4 2021 and 0 closed out, a net change of +3 holders.
- The largest Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 buyer in Q4 2021 was Bartlett & Co, an estimated $1.88M added.
Based on aggregated 13F filings for Q4 2021.