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SOJE

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

5 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 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $3.79M → $3.85M (+$67.6K)

0% more funds holding

Funds holding: 5 → 5 (0)

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

Holders
5
Holders Change
–
Holders Change %
0%
% of All Funds
0.08%
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
-$114K
2
KC
Kingfisher Capital
North Carolina
-$1.16K

SOJE Hedge Fund Activity: Q2 2023 in Review

5 of the 6,383 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.

Fund positioning in SOJE was balanced in Q2 2023: 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 $114K.

  • 5 institutional investors held Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) as of Q2 2023, unchanged from 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.
  • 0 funds opened new Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 positions in Q2 2023 and 0 closed out.
  • 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.