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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 (-$121K)

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

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

Top Sellers

1
RIG
Roosevelt Investment Group
New York
-$453K
2
FBB
Fulton Breakefield Broenniman
Maryland
-$17.8K
3
SIM
Sonora Investment Management
Arizona
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1
Roosevelt Investment Group
New York
$9.65M -$453K -17,771 -4%
FBB
2
Fulton Breakefield Broenniman
Maryland
$1.49M -$17.8K -700 -1%
IR
3
IAT Reinsurance
New York
$509K +$510K +20,000 New
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$32K – – –
LPWM
5
Lake Point Wealth Management
Texas
$1K +$1.12K +44 New
GT
6
Glenmede Trust
Pennsylvania
$16 +$16.6K +650 New
SIM
7
Sonora Investment Management
Arizona
– -$1K -40 Closed