We are live on ! Find out more
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.

Back to rankings

5 hedge funds and large institutions have $13.5M invested in The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 in 2016 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

10% less capital invested

Capital invested by funds: $15M → $13.5M (-$1.53M)

17% less funds holding

Funds holding: 6 → 5 (-1)

Holders
5
Holders Change
-1
Holders Change %
-16.67%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
+$751K
2
FBB
Fulton Breakefield Broenniman
Maryland
+$108K

Top Sellers

Rank Fund Capital Flow
1
SFG
SevenBridge Financial Group
Pennsylvania
-$28K

SOJA Hedge Fund Activity: Q3 2016 in Review

5 of the 3,759 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 Q3 2016, worth a combined $13.5M — down 10% from $15M a quarter earlier.

Fund positioning in SOJA was balanced in Q3 2016: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 0 trimmed.

The largest buyer was Roosevelt Investment Group, adding an estimated $751K. The largest seller was SevenBridge Financial Group, exiting entirely with an estimated $28K sold.

  • 5 institutional investors held The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 (SOJA) as of Q3 2016, down from 6 in Q2 2016.
  • Funds reported $13.5M of The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 stock for Q3 2016, down 10% quarter-over-quarter.
  • 1 fund opened new The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 positions in Q3 2016 and 1 closed out, a net change of 0 holders.
  • The largest The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 buyer in Q3 2016 was Roosevelt Investment Group, an estimated $751K added.
  • The largest The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 seller in Q3 2016 was SevenBridge Financial Group, an estimated $28K sold.

Based on aggregated 13F filings for Q3 2016.