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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 $715K invested in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

0% more funds holding

Funds holding: 4 → 4 (0)

0.35% less ownership

Funds ownership: 0.47% → 0.12% (-0.35%)

74% less capital invested

Capital invested by funds: $2.79M → $715K (-$2.08M)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

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

Rank Fund Capital Flow
1
TIM
Thompson Investment Management
Wisconsin
+$20.5K
2
FGAM
Financial Gravity Asset Management
Texas
+$493

Top Sellers

Rank Fund Capital Flow
1
BCWM
Bartlett & Co Wealth Management
Ohio
-$1.01M
2
KC
Kingfisher Capital
North Carolina
-$91K
Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1
Kingfisher Capital
North Carolina
$488K -$91K -4,434 -15%
BWAM
2
Boyd Watterson Asset Management
Ohio
$207K – – –
TIM
3
Thompson Investment Management
Wisconsin
$20.1K +$20.5K +1,000 New
FGAM
4
Financial Gravity Asset Management
Texas
$483 +$493 +24 New
BCWM
5
Bartlett & Co Wealth Management
Ohio
– -$1.01M -50,766 Closed

SOJE Hedge Fund Activity: Q1 2024 in Review

4 of the 6,942 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 Q1 2024, worth a combined $715K — down 74% from $2.79M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SOJE positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Thompson Investment Management, opening a new position worth an estimated $20.5K. The largest seller was Bartlett & Co Wealth Management, exiting entirely with an estimated $1.01M sold.

  • 4 institutional investors held Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $715K of Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 stock for Q1 2024, down 74% quarter-over-quarter.
  • 2 funds opened new Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 positions in Q1 2024 and 1 closed out, a net change of +1 holder.
  • The largest Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 buyer in Q1 2024 was Thompson Investment Management, an estimated $20.5K added.
  • The largest Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 seller in Q1 2024 was Bartlett & Co Wealth Management, an estimated $1.01M sold.

Based on aggregated 13F filings for Q1 2024.