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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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7 hedge funds and large institutions have $737M invested in The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 in 2017 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

13% less funds holding

Funds holding: 8 → 7 (-1)

13% less capital invested

Capital invested by funds: $848M → $737M (-$110M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
7
Holders Change
-1
Holders Change %
-12.5%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
Roosevelt Investment Group
New York
+$480K
2
IP
Intellectus Partners
California
+$1.79K

Top Sellers

1
CPP
Crow Point Partners
Massachusetts
-$1.32M
2
Ameriprise
Ameriprise
Minnesota
-$537K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAC
1
Smith Affiliated Capital
New York
$715M – – –
RIG
2
Roosevelt Investment Group
New York
$11.1M +$480K +18,195 +5%
CPP
3
Crow Point Partners
Massachusetts
$9.2M -$1.32M -50,000 -13%
FBB
4
Fulton Breakefield Broenniman
Maryland
$1.58M – – –
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$53K – – –
SOAMC
6
Spirit of America Management Corp
New York
$53K – – –
GT
7
Glenmede Trust
Pennsylvania
$17K – – –
IP
8
Intellectus Partners
California
$3K +$1.79K +68 +252%
Ameriprise
9
Ameriprise
Minnesota
– -$537K -20,560 Closed