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

7 hedge funds and large institutions have $12.6M invested in The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding

Funds holding: 5 → 7 (+2)

7% less capital invested

Capital invested by funds: $13.5M → $12.6M (-$934K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFG
SevenBridge Financial Group
Pennsylvania
+$27.1K
2
SIM
Sonora Investment Management
Arizona
+$1.09K

Top Sellers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
-$114K

SOJA Hedge Fund Activity: Q3 2017 in Review

7 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 Q3 2017, worth a combined $12.6M — down 6.9% from $13.5M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SOJA positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 1 trimmed.

The largest buyer was SevenBridge Financial Group, opening a new position worth an estimated $27.1K. The largest seller was Roosevelt Investment Group, cutting an estimated $114K.

  • 7 institutional investors held The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 (SOJA) as of Q3 2017, up from 5 in Q2 2017.
  • Funds reported $12.6M of The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 stock for Q3 2017, down 6.9% quarter-over-quarter.
  • 2 funds opened new The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 positions in Q3 2017 and 0 closed out, a net change of +2 holders.
  • The largest The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 buyer in Q3 2017 was SevenBridge Financial Group, an estimated $27.1K added.
  • The largest The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 seller in Q3 2017 was Roosevelt Investment Group, an estimated $114K sold.

Based on aggregated 13F filings for Q3 2017.