Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060
SOJE
6 hedge funds and large institutions have $3.85M invested in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 0 closing their positions.
20% more funds holding
Funds holding: 5 → 6 (+1)
2% more capital invested
Capital invested by funds: $3.79M → $3.85M (+$67.6K)
0.02% less ownership
Funds ownership: 0.63% → 0.61% (-0.02%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAM
Private Asset Management
San Diego,
California
|
-$114K |
| 2 |
KC
Kingfisher Capital
Charlotte,
North Carolina
|
-$1.16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
1
Bartlett & Co
Cincinnati,
Ohio
| $1.22M | – | – | – |
|
|
BCWM
2
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $1.22M | – | – | – |
|
|
KC
3
Kingfisher Capital
Charlotte,
North Carolina
| $663K | -$1.16K | -57 | -0.2% |
|
|
PAM
4
Private Asset Management
San Diego,
California
| $548K | -$114K | -5,600 | -18% |
|
|
BWAM
5
Boyd Watterson Asset Management
Cleveland,
Ohio
| $211K | – | – | – |
|
6
Comerica Bank
Dallas,
Texas
| $1 | +$1.29K | +63 | New |
|
SOJE Hedge Fund Activity: Q2 2023 in Review
6 of the 6,369 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 2023, worth a combined $3.85M — up 1.8% from $3.79M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new SOJE positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 2 trimmed.
The largest seller was Private Asset Management, cutting an estimated $114K.
- 6 institutional investors held Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) as of Q2 2023, up from 5 in Q1 2023.
- Funds reported $3.85M of Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 stock for Q2 2023, up 1.8% quarter-over-quarter.
- 1 fund opened new Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 positions in Q2 2023 and 0 closed out, a net change of +1 holder.
- The largest Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 seller in Q2 2023 was Private Asset Management, an estimated $114K sold.
Based on aggregated 13F filings for Q2 2023.