The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075
SOJA
SOJA was delisted on the 19th of October, 2020.
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 2017 Q2 according to their latest regulatory filings, with funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 2 closing their positions.
29% less funds holding
Funds holding: 7 → 5 (-2)
40% less capital invested
Capital invested by funds: $22.7M → $13.5M (-$9.18M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPP
Crow Point Partners
Boston,
Massachusetts
|
-$9.2M |
| 2 |
RIG
Roosevelt Investment Group
New York
|
-$519K |
| 3 |
SOAMC
Spirit of America Management Corp
Syosset,
New York
|
-$53K |
| 4 |
FBB
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
-$5.35K |
| 5 |
IP
Intellectus Partners
San Francisco,
California
|
-$455 |
SOJA Hedge Fund Activity: Q2 2017 in Review
5 of the 4,022 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 Q2 2017, worth a combined $13.5M — down 40% from $22.7M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SOJA and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 0 added.
The largest seller was Crow Point Partners, exiting entirely with an estimated $9.2M sold.
- 5 institutional investors held The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 (SOJA) as of Q2 2017, down from 7 in Q1 2017.
- Funds reported $13.5M of The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 stock for Q2 2017, down 40% quarter-over-quarter.
- 0 funds opened new The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 positions in Q2 2017 and 2 closed out, a net change of -2 holders.
- The largest The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 seller in Q2 2017 was Crow Point Partners, an estimated $9.2M sold.
Based on aggregated 13F filings for Q2 2017.