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 $715K invested in The Southern Company Series 2020C 4.20% Junior Subordinated Notes due October 15, 2060 in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIM
1
Thompson Investment Management
Wisconsin
$20.1K
2
FGAM
2
Financial Gravity Asset Management
Texas
$483

Top Sellers

1
BCWM
1
Bartlett & Co Wealth Management
Ohio
$0
2
KC
2
Kingfisher Capital
North Carolina
$488K
Name Market Value Shares Shares
Change 		Shares
Change %
KC
1
Kingfisher Capital
North Carolina
$488K 24,252 -4,434 -15%
BWAM
2
Boyd Watterson Asset Management
Ohio
$207K 10,100 – –
TIM
3
Thompson Investment Management
Wisconsin
$20.1K 1,000 +1,000 New
FGAM
4
Financial Gravity Asset Management
Texas
$483 24 +24 New
BCWM
5
Bartlett & Co Wealth Management
Ohio
– – -50,766 Closed