SOJE

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

Overview Fund Activity

4 hedge funds and large institutions have $2.79M invested in The Southern Company Series 2020C 4.20% Junior Subordinated Notes due October 15, 2060 in 2023 Q4 according to their latest regulatory filings, with funds opening new positions, increasing their positions, 3 reducing their positions, and 0 closing their positions.

Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

1
KC
1
Kingfisher Capital
North Carolina
$569K
2
BC
2
Bartlett & Co
Ohio
$1.02M
3
BCWM
3
Bartlett & Co Wealth Management
Ohio
$1.01M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
1
Bartlett & Co
Ohio
$1.02M 50,766 -2,100 -4%
BCWM
2
Bartlett & Co Wealth Management
Ohio
$1.01M 50,766 -2,100 -4%
KC
3
Kingfisher Capital
North Carolina
$569K 28,686 -2,350 -8%
BWAM
4
Boyd Watterson Asset Management
Ohio
$202K 10,100 – –