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 $218K invested in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $211K → $218K (+$7.06K)

0.04% less ownership

Funds ownership: 0.04% → 0% (-0.04%)

20% less funds holding

Funds holding: 5 → 4 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 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
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
1IA
1620 Investment Advisors
Massachusetts
-$4.39K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
1
Boyd Watterson Asset Management
Ohio
$187K – – –
TIM
2
Thompson Investment Management
Wisconsin
$18.5K – – –
UCB
3
United Community Bank
South Carolina
$10.7K – – –
NS
4
NBC Securities
Alabama
$1.13K – – –
1IA
5
1620 Investment Advisors
Massachusetts
– -$4.39K -250 Closed

SOJE Hedge Fund Activity: Q3 2025 in Review

4 of the 7,620 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 2025, worth a combined $218K — up 3.4% from $211K a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of SOJE and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.

The largest seller was 1620 Investment Advisors, exiting entirely with an estimated $4.39K sold.

  • 4 institutional investors held Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) as of Q3 2025, down from 5 in Q2 2025.
  • Funds reported $218K of Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 stock for Q3 2025, up 3.4% quarter-over-quarter.
  • 0 funds opened new Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 positions in Q3 2025 and 1 closed out, a net change of -1 holder.
  • The largest Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 seller in Q3 2025 was 1620 Investment Advisors, an estimated $4.39K sold.

Based on aggregated 13F filings for Q3 2025.