The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075
SOJA
SOJA was delisted on the 19th of October, 2020.
4 hedge funds and large institutions have $11.8M invested in The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
17% more capital invested
Capital invested by funds: $10.1M → $11.8M (+$1.68M)
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FBB
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
+$1.54M |
| 2 |
RIG
Roosevelt Investment Group
New York
|
+$383K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIM
Sonora Investment Management
Tucson,
Arizona
|
-$26.1K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$19.6K |
| 3 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$17K |
SOJA Hedge Fund Activity: Q3 2018 in Review
4 of the 4,391 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 2018, worth a combined $11.8M — up 17% from $10.1M a quarter earlier.
Fund positioning in SOJA was balanced in Q3 2018: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was Fulton Breakefield Broenniman, opening a new position worth an estimated $1.54M. The largest seller was Sonora Investment Management, cutting an estimated $26.1K.
- 4 institutional investors held The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 (SOJA) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $11.8M of The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 stock for Q3 2018, up 17% quarter-over-quarter.
- 1 fund opened new The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 positions in Q3 2018 and 1 closed out, a net change of 0 holders.
- The largest The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 buyer in Q3 2018 was Fulton Breakefield Broenniman, an estimated $1.54M added.
- The largest The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 seller in Q3 2018 was Sonora Investment Management, an estimated $26.1K sold.
Based on aggregated 13F filings for Q3 2018.