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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 $24M invested in The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more capital invested

Capital invested by funds: $13.5M → $24M (+$10.5M)

60% more funds holding

Funds holding: 5 → 8 (+3)

Holders
8
Holders Change
+3
Holders Change %
+60%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CPP
Crow Point Partners
Massachusetts
+$10.5M
2
Ameriprise
Ameriprise
Minnesota
+$542K
3
RIG
Roosevelt Investment Group
New York
+$304K
4
FBB
Fulton Breakefield Broenniman
Maryland
+$47.4K
5
GT
Glenmede Trust
Pennsylvania
+$17.1K

Top Sellers

No sellers this quarter

SOJA Hedge Fund Activity: Q4 2016 in Review

8 of the 4,008 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 Q4 2016, worth a combined $24M — up 78% from $13.5M a quarter earlier.

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

The largest buyer was Crow Point Partners, adding an estimated $10.5M.

  • 8 institutional investors held The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 (SOJA) as of Q4 2016, up from 5 in Q3 2016.
  • Funds reported $24M of The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 stock for Q4 2016, up 78% quarter-over-quarter.
  • 3 funds opened new The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 positions in Q4 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 Q4 2016 was Crow Point Partners, an estimated $10.5M added.

Based on aggregated 13F filings for Q4 2016.