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SOJE

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

5 hedge funds and large institutions have $228K invested in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 0 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding

Funds holding: 4 → 5 (+1)

0.07% less ownership

Funds ownership: 0.11% → 0.04% (-0.07%)

69% less capital invested

Capital invested by funds: $735K → $228K (-$508K)

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1IA
1620 Investment Advisors
Massachusetts
+$5.07K
2
HFS
HBC Financial Services
Washington
+$4.36K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
1
Boyd Watterson Asset Management
Ohio
$189K – – –
TIM
2
Thompson Investment Management
Wisconsin
$18.9K – – –
UCB
3
United Community Bank
South Carolina
$10.9K – – –
1IA
4
1620 Investment Advisors
Massachusetts
$4.73K +$5.07K +250 New
HFS
5
HBC Financial Services
Washington
$4K +$4.36K +215 New

SOJE Hedge Fund Activity: Q4 2024 in Review

5 of the 7,592 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 Q4 2024, worth a combined $228K — down 69% from $735K a quarter earlier.

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

The largest buyer was 1620 Investment Advisors, opening a new position worth an estimated $5.07K.

  • 5 institutional investors held Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) as of Q4 2024, up from 4 in Q3 2024.
  • Funds reported $228K of Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 stock for Q4 2024, down 69% quarter-over-quarter.
  • 2 funds opened new Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 positions in Q4 2024 and 0 closed out, a net change of +2 holders.
  • The largest Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 buyer in Q4 2024 was 1620 Investment Advisors, an estimated $5.07K added.

Based on aggregated 13F filings for Q4 2024.