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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 $693K invested in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4 → 4 (0)

0% less ownership

Funds ownership: 0.12% → 0.11% (-0%)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

3% less capital invested

Capital invested by funds: $715K → $693K (-$22.5K)

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
1
Increased
–
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UCB
United Community Bank
South Carolina
+$11.4K

Top Sellers

Rank Fund Capital Flow
1
KC
Kingfisher Capital
North Carolina
-$32.1K
2
FGAM
Financial Gravity Asset Management
Texas
-$483
Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1
Kingfisher Capital
North Carolina
$457K -$32.1K -1,627 -7%
BWAM
2
Boyd Watterson Asset Management
Ohio
$204K – – –
TIM
3
Thompson Investment Management
Wisconsin
$20.2K – – –
UCB
4
United Community Bank
South Carolina
$11.6K +$11.4K +575 New
FGAM
5
Financial Gravity Asset Management
Texas
– -$483 -24 Closed

SOJE Hedge Fund Activity: Q2 2024 in Review

4 of the 6,924 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 Q2 2024, worth a combined $693K — down 3.1% from $715K a quarter earlier.

Fund positioning in SOJE was balanced in Q2 2024: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 1 trimmed.

The largest buyer was United Community Bank, opening a new position worth an estimated $11.4K. The largest seller was Kingfisher Capital, cutting an estimated $32.1K.

  • 4 institutional investors held Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $693K of Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 stock for Q2 2024, down 3.1% quarter-over-quarter.
  • 1 fund opened new Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 positions in Q2 2024 and 1 closed out, a net change of 0 holders.
  • The largest Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 buyer in Q2 2024 was United Community Bank, an estimated $11.4K added.
  • The largest Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 seller in Q2 2024 was Kingfisher Capital, an estimated $32.1K sold.

Based on aggregated 13F filings for Q2 2024.