SOJE

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

5 hedge funds and large institutions have $3.33M invested in The Southern Company Series 2020C 4.20% Junior Subordinated Notes due October 15, 2060 in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
5
Holders Change
-1
Holders Change %
-16.67%
% 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
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BC
1
Bartlett & Co
Ohio
$1.03M 52,866 -5,076 -9%
BCWM
2
Bartlett & Co Wealth Management
Ohio
$1.03M 52,866 -5,076 -9%
KC
3
Kingfisher Capital
North Carolina
$604K 31,036 -531 -2%
PAM
4
Private Asset Management
California
$470K 24,114 -2,000 -8%
BWAM
5
Boyd Watterson Asset Management
Ohio
$196K 10,100
Comerica Bank
6
Comerica Bank
Texas
-63 Closed