The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076
SOJB
SOJB was delisted on the 15th of October, 2021.
6 hedge funds and large institutions have $2.05M invested in The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
14% less funds holding
Funds holding: 7 → 6 (-1)
38% less capital invested
Capital invested by funds: $3.3M → $2.05M (-$1.25M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PG
Patten Group
Chattanooga,
Tennessee
|
+$19.8K |
| 2 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
+$12.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IR
IAT Reinsurance
New York
|
-$719K |
| 2 |
CPP
Crow Point Partners
Boston,
Massachusetts
|
-$592K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$54.7K |
| 4 |
IP
Intellectus Partners
San Francisco,
California
|
-$2.79K |
SOJB Hedge Fund Activity: Q2 2017 in Review
6 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 (SOJB) for Q2 2017, worth a combined $2.05M — down 38% from $3.3M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SOJB and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was Patten Group, opening a new position worth an estimated $19.8K. The largest seller was IAT Reinsurance, exiting entirely with an estimated $719K sold.
- 6 institutional investors held The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 (SOJB) as of Q2 2017, down from 7 in Q1 2017.
- Funds reported $2.05M of The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 stock for Q2 2017, down 38% quarter-over-quarter.
- 1 fund opened new The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 positions in Q2 2017 and 2 closed out, a net change of -1 holder.
- The largest The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 buyer in Q2 2017 was Patten Group, an estimated $19.8K added.
- The largest The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 seller in Q2 2017 was IAT Reinsurance, an estimated $719K sold.
Based on aggregated 13F filings for Q2 2017.