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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 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding

Funds holding: 3 → 4 (+1)

0% less ownership

Funds ownership: 0.12% → 0.11% (-0%)

3% less capital invested

Capital invested by funds: $715K → $693K (-$22K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% 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
–
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

SOJE Hedge Fund Activity: Q2 2024 in Review

4 of the 6,935 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.

Buyers outnumbered sellers: 1 fund opened new SOJE positions and 0 closed out — a net gain of 1 holder — while 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, up from 3 in 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 0 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 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.