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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 $22.7M 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

5% less capital invested

Capital invested by funds: $24M → $22.7M (-$1.26M)

13% less funds holding

Funds holding: 8 → 7 (-1)

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

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

Top Sellers

Rank Fund Capital Flow
1
CPP
Crow Point Partners
Massachusetts
-$1.32M
2
Ameriprise
Ameriprise
Minnesota
-$537K

SOJA Hedge Fund Activity: Q1 2017 in Review

7 of the 4,034 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 2017, worth a combined $22.7M — down 5.3% from $24M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of SOJA and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.

The largest buyer was Roosevelt Investment Group, adding an estimated $480K. The largest seller was Crow Point Partners, cutting an estimated $1.32M.

  • 7 institutional investors held The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 (SOJA) as of Q1 2017, down from 8 in Q4 2016.
  • Funds reported $22.7M of The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 stock for Q1 2017, down 5.3% quarter-over-quarter.
  • 0 funds opened new The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 positions in Q1 2017 and 1 closed out, a net change of -1 holder.
  • The largest The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 buyer in Q1 2017 was Roosevelt Investment Group, an estimated $480K added.
  • The largest The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 seller in Q1 2017 was Crow Point Partners, an estimated $1.32M sold.

Based on aggregated 13F filings for Q1 2017.