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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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6 hedge funds and large institutions have $11.7M invested in The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

50% more funds holding

Funds holding: 4 → 6 (+2)

1% less capital invested

Capital invested by funds: $11.8M → $11.7M (-$105K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
–
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IR
IAT Reinsurance
New York
+$510K
2
GT
Glenmede Trust
Pennsylvania
+$16.6K

Top Sellers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
-$453K
2
FBB
Fulton Breakefield Broenniman
Maryland
-$17.8K
3
SIM
Sonora Investment Management
Arizona
-$1K

SOJA Hedge Fund Activity: Q4 2018 in Review

6 of the 4,505 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 2018, worth a combined $11.7M — down 0.89% from $11.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SOJA positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 2 trimmed.

The largest buyer was IAT Reinsurance, opening a new position worth an estimated $510K. The largest seller was Roosevelt Investment Group, cutting an estimated $453K.

  • 6 institutional investors held The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 (SOJA) as of Q4 2018, up from 4 in Q3 2018.
  • Funds reported $11.7M of The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 stock for Q4 2018, down 0.89% quarter-over-quarter.
  • 3 funds opened new The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 positions in Q4 2018 and 1 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 Q4 2018 was IAT Reinsurance, an estimated $510K added.
  • The largest The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 seller in Q4 2018 was Roosevelt Investment Group, an estimated $453K sold.

Based on aggregated 13F filings for Q4 2018.