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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 $219K invested in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less ownership

Funds ownership: 0.04% → 0.04% (-0%)

4% less capital invested

Capital invested by funds: $228K → $219K (-$8.62K)

20% less funds holding

Funds holding: 5 → 4 (-1)

Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
1
Boyd Watterson Asset Management
Ohio
$186K – – –
TIM
2
Thompson Investment Management
Wisconsin
$18.4K – – –
UCB
3
United Community Bank
South Carolina
$10.6K – – –
1IA
4
1620 Investment Advisors
Massachusetts
$4.59K – – –

SOJE Hedge Fund Activity: Q1 2025 in Review

4 of the 7,458 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 2025, worth a combined $219K — down 3.8% from $228K a quarter earlier.

Fund positioning in SOJE was balanced in Q1 2025: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 0 trimmed.

  • 4 institutional investors held Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) as of Q1 2025, down from 5 in Q4 2024.
  • Funds reported $219K of Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 stock for Q1 2025, down 3.8% quarter-over-quarter.
  • 0 funds opened new Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 positions in Q1 2025 and 0 closed out.

Based on aggregated 13F filings for Q1 2025.