SOJE

The Southern Company Series 2020C 4.20% Junior Subordinated Notes due October 15, 2060

6 hedge funds and large institutions have $3.85M invested in The Southern Company Series 2020C 4.20% Junior Subordinated Notes due October 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.

Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BC
1
Bartlett & Co
Ohio
$1.22M 57,942
BCWM
2
Bartlett & Co Wealth Management
Ohio
$1.22M 57,942
KC
3
Kingfisher Capital
North Carolina
$663K 31,567 -57 -0.2%
PAM
4
Private Asset Management
California
$548K 26,114 -5,600 -18%
BWAM
5
Boyd Watterson Asset Management
Ohio
$211K 10,100
Comerica Bank
6
Comerica Bank
Texas
$1 63 +63 New