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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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4 hedge funds and large institutions have $10.1M invested in The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 in 2018 Q2 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less capital invested

Capital invested by funds: $11.6M → $10.1M (-$1.48M)

20% less funds holding

Funds holding: 5 → 4 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
+$176K
2
SIM
Sonora Investment Management
Arizona
+$26.2K

Top Sellers

Rank Fund Capital Flow
1
FBB
Fulton Breakefield Broenniman
Maryland
-$1.55M

SOJA Hedge Fund Activity: Q2 2018 in Review

4 of the 4,385 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 2018, worth a combined $10.1M — down 13% from $11.6M a quarter earlier.

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

The largest buyer was Roosevelt Investment Group, adding an estimated $176K. The largest seller was Fulton Breakefield Broenniman, exiting entirely with an estimated $1.55M sold.

  • 4 institutional investors held The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 (SOJA) as of Q2 2018, down from 5 in Q1 2018.
  • Funds reported $10.1M of The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 stock for Q2 2018, down 13% quarter-over-quarter.
  • 0 funds opened new The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 positions in Q2 2018 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 Q2 2018 was Roosevelt Investment Group, an estimated $176K added.
  • The largest The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 seller in Q2 2018 was Fulton Breakefield Broenniman, an estimated $1.55M sold.

Based on aggregated 13F filings for Q2 2018.