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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 $3.33M invested in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 in 2023 Q3 according to their latest regulatory filings, with funds opening new positions, increasing their positions, 4 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 5 → 5 (0)

0.04% less ownership

Funds ownership: 0.61% → 0.57% (-0.04%)

14% less capital invested

Capital invested by funds: $3.85M → $3.33M (-$524K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 4

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
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
BC
Bartlett & Co
Ohio
-$102K
2
BCWM
Bartlett & Co Wealth Management
Ohio
-$102K
3
PAM
Private Asset Management
California
-$40.2K
4
KC
Kingfisher Capital
North Carolina
-$10.7K

SOJE Hedge Fund Activity: Q3 2023 in Review

5 of the 6,310 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 2023, worth a combined $3.33M — down 14% from $3.85M a quarter earlier.

Fund positioning in SOJE was balanced in Q3 2023: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 4 trimmed.

The largest seller was Bartlett & Co, cutting an estimated $102K.

  • 5 institutional investors held Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $3.33M of Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 stock for Q3 2023, down 14% quarter-over-quarter.
  • 0 funds opened new Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 positions in Q3 2023 and 0 closed out.
  • The largest Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 seller in Q3 2023 was Bartlett & Co, an estimated $102K sold.

Based on aggregated 13F filings for Q3 2023.