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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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5 hedge funds and large institutions have $12M invested in The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 in 2017 Q4 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $12.6M → $12M (-$595K)

29% less funds holding

Funds holding: 7 → 5 (-2)

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: 2

Holders
5
Holders Change
-2
Holders Change %
-28.57%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
-$373K
2
SFG
SevenBridge Financial Group
Pennsylvania
-$27K
3
FBB
Fulton Breakefield Broenniman
Maryland
-$5.4K
4
IP
Intellectus Partners
California
-$2K

SOJA Hedge Fund Activity: Q4 2017 in Review

5 of the 4,419 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 2017, worth a combined $12M — down 4.7% from $12.6M a quarter earlier.

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

The largest seller was Roosevelt Investment Group, cutting an estimated $373K.

  • 5 institutional investors held The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 (SOJA) as of Q4 2017, down from 7 in Q3 2017.
  • Funds reported $12M of The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 stock for Q4 2017, down 4.7% quarter-over-quarter.
  • 0 funds opened new The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 positions in Q4 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 Q4 2017 was Roosevelt Investment Group, an estimated $373K sold.

Based on aggregated 13F filings for Q4 2017.