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SOJB

The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076

Delisted

SOJB was delisted on the 15th of October, 2021.

3 hedge funds and large institutions have $1.48M invested in The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 in 2017 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% less capital invested

Capital invested by funds: $2.05M → $1.48M (-$565K)

50% less funds holding

Funds holding: 63 (-3)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
3
Holders Change
-3
Holders Change %
-50%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
1
Reduced
Closed
3
Calls
Puts
Net Calls
Net Calls Change

SOJB Hedge Fund Activity: Q3 2017 in Review

3 of the 4,022 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 Q3 2017, worth a combined $1.48M — down 28% from $2.05M a quarter earlier.

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

The largest buyer was Parametric Portfolio Associates, adding an estimated $10K. The largest seller was Hancock Whitney, exiting entirely with an estimated $500K sold.

  • 3 institutional investors held The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 (SOJB) as of Q3 2017, down from 6 in Q2 2017.
  • Funds reported $1.48M of The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 stock for Q3 2017, down 28% quarter-over-quarter.
  • 0 funds opened new The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 positions in Q3 2017 and 3 closed out, a net change of -3 holders.
  • The largest The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 buyer in Q3 2017 was Parametric Portfolio Associates, an estimated $10K added.
  • The largest The Southern Company Series 2016A 5.25% Junior Subordinated Notes due October 1, 2076 seller in Q3 2017 was Hancock Whitney, an estimated $500K sold.

Based on aggregated 13F filings for Q3 2017.