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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 $1.69M invested in The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% less funds holding

Funds holding: 6 → 5 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

86% less capital invested

Capital invested by funds: $11.7M → $1.69M (-$10M)

Holders
5
Holders Change
-1
Holders Change %
-16.67%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$22.1K
2
FBB
Fulton Breakefield Broenniman
Maryland
+$20.8K

Top Sellers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
-$9.65M
2
IR
IAT Reinsurance
New York
-$509K
3
LPWM
Lake Point Wealth Management
Texas
-$1K

SOJA Hedge Fund Activity: Q1 2019 in Review

5 of the 4,633 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 Q1 2019, worth a combined $1.69M — down 86% from $11.7M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of SOJA and 2 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, opening a new position worth an estimated $22.1K. The largest seller was Roosevelt Investment Group, exiting entirely with an estimated $9.65M sold.

  • 5 institutional investors held The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 (SOJA) as of Q1 2019, down from 6 in Q4 2018.
  • Funds reported $1.69M of The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 stock for Q1 2019, down 86% quarter-over-quarter.
  • 2 funds opened new The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 positions in Q1 2019 and 3 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 Q1 2019 was IFP Advisors, an estimated $22.1K added.
  • The largest The Southern Company Series 2015A 6.25% Junior Subordinated Notes due October 15, 2075 seller in Q1 2019 was Roosevelt Investment Group, an estimated $9.65M sold.

Based on aggregated 13F filings for Q1 2019.