We are live on ! Find out more
SOJE

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

4 hedge funds and large institutions have $735K invested in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $693K → $735K (+$42.4K)

0% more funds holding

Funds holding: 4 → 4 (0)

0% less ownership

Funds ownership: 0.11% → 0.11% (-0%)

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
–
Increased
–
Reduced
1
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
-$21.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1
Kingfisher Capital
North Carolina
$477K -$21.6K -1,039 -5%
BWAM
2
Boyd Watterson Asset Management
Ohio
$224K – – –
TIM
3
Thompson Investment Management
Wisconsin
$22.1K – – –
UCB
4
United Community Bank
South Carolina
$12.7K – – –

SOJE Hedge Fund Activity: Q3 2024 in Review

4 of the 6,964 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 Q3 2024, worth a combined $735K — up 6.1% from $693K a quarter earlier.

Fund positioning in SOJE was balanced in Q3 2024: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 1 trimmed.

The largest seller was Kingfisher Capital, cutting an estimated $21.6K.

  • 4 institutional investors held Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $735K of Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 stock for Q3 2024, up 6.1% quarter-over-quarter.
  • 0 funds opened new Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 positions in Q3 2024 and 0 closed out.
  • The largest Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 seller in Q3 2024 was Kingfisher Capital, an estimated $21.6K sold.

Based on aggregated 13F filings for Q3 2024.