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SOJA
The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075
SOJA
SOJA
Delisted
SOJA was delisted on the 19th of October, 2020.
6 hedge funds and large institutions have $695M invested in The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 in 2016 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
3% more capital invested
Capital invested by funds: $675M → $695M (+$19.7M)
25% less funds holding
Funds holding: 8 → 6 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Holders
6
Holders Change
-2
Holders Change %
-25%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
RIG
Roosevelt Investment Group
New York
|
+$4.99M |
| 2 |
FBB
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
+$625K |
| 3 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$572K |
Top Sellers
| 1 |
SFG
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
-$121K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$23K |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAC
1
Smith Affiliated Capital
New York
| $680M | – | – | – |
|
|
RIG
2
Roosevelt Investment Group
New York
| $10.1M | +$4.99M | +183,413 | +102% |
|
|
MPWT
3
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $2.57M | +$572K | +21,050 | +30% |
|
|
FBB
4
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.51M | +$625K | +22,990 | +73% |
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $56K | – | – | – |
|
|
SOAMC
6
Spirit of America Management Corp
Syosset,
New York
| $56K | – | – | – |
|
|
SFG
7
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $28K | -$121K | -4,466 | -82% |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| – | -$23K | -850 | Closed |
|
|
9
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -23 | Closed |
|