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SOJE

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

4 hedge funds and large institutions have $2.79M invested in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 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.

New
Increased
Maintained
Reduced
Closed

0.1% less ownership

Funds ownership: 0.57% → 0.47% (-0.1%)

16% less capital invested

Capital invested by funds: $3.33M → $2.79M (-$536K)

20% less funds holding

Funds holding: 5 → 4 (-1)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

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

Rank Fund Capital Flow
1
KC
Kingfisher Capital
North Carolina
-$44.5K
2
BC
Bartlett & Co
Ohio
-$39.7K
3
BCWM
Bartlett & Co Wealth Management
Ohio
-$39.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Bartlett & Co
Ohio
$1.01M -$39.7K -2,100 -4%
BCWM
2
Bartlett & Co Wealth Management
Ohio
$1.01M -$39.7K -2,100 -4%
KC
3
Kingfisher Capital
North Carolina
$569K -$44.5K -2,350 -8%
BWAM
4
Boyd Watterson Asset Management
Ohio
$202K – – –

SOJE Hedge Fund Activity: Q4 2023 in Review

4 of the 6,859 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 Q4 2023, worth a combined $2.79M — down 16% from $3.33M a quarter earlier.

Fund positioning in SOJE was balanced in Q4 2023: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 3 trimmed.

The largest seller was Kingfisher Capital, cutting an estimated $44.5K.

  • 4 institutional investors held Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) as of Q4 2023, down from 5 in Q3 2023.
  • Funds reported $2.79M of Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 stock for Q4 2023, down 16% quarter-over-quarter.
  • 0 funds opened new Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 positions in Q4 2023 and 0 closed out.
  • The largest Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 seller in Q4 2023 was Kingfisher Capital, an estimated $44.5K sold.

Based on aggregated 13F filings for Q4 2023.