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SOJA

The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075
SOJA

Delisted

SOJA was delisted on the 19th of October, 2020.

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8 hedge funds and large institutions have $8.71M invested in The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding

Funds holding: 5 → 8 (+3)

43% more capital invested

Capital invested by funds: $6.07M → $8.71M (+$2.64M)

Holders
8
Holders Change
+3
Holders Change %
+60%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
+$1M
2
MPWT
MassMutual Private Wealth & Trust
Connecticut
+$444K
3
FBB
Fulton Breakefield Broenniman
Maryland
+$142K
4
IA
IFP Advisors
Florida
+$22.7K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$20K

Top Sellers

No sellers this quarter

SOJA Hedge Fund Activity: Q1 2016 in Review

8 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 (SOJA) for Q1 2016, worth a combined $8.71M — up 43% from $6.07M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SOJA positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Roosevelt Investment Group, adding an estimated $1M.

  • 8 institutional investors held The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 (SOJA) as of Q1 2016, up from 5 in Q4 2015.
  • Funds reported $8.71M of The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 stock for Q1 2016, up 43% quarter-over-quarter.
  • 3 funds opened new The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 positions in Q1 2016 and 0 closed out, a net change of +3 holders.
  • The largest The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 buyer in Q1 2016 was Roosevelt Investment Group, an estimated $1M added.

Based on aggregated 13F filings for Q1 2016.