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SOJC

Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077

2 hedge funds and large institutions have $1.22M invested in Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 in 2018 Q1 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% less funds holding

Funds holding: 32 (-1)

70% less capital invested

Capital invested by funds: $4.05M → $1.22M (-$2.83M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
2
Holders Change
-1
Holders Change %
-33.33%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
CPP
Crow Point Partners
Massachusetts
-$2.78M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
CIM Investment Management
Pennsylvania
$729K
IR
2
IAT Reinsurance
New York
$486K
CPP
3
Crow Point Partners
Massachusetts
-$2.78M -111,000 Closed

SOJC Hedge Fund Activity: Q1 2018 in Review

2 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 (SOJC) for Q1 2018, worth a combined $1.22M — down 70% from $4.05M a quarter earlier.

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

The largest seller was Crow Point Partners, exiting entirely with an estimated $2.78M sold.

  • 2 institutional investors held Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 (SOJC) as of Q1 2018, down from 3 in Q4 2017.
  • Funds reported $1.22M of Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 stock for Q1 2018, down 70% quarter-over-quarter.
  • 0 funds opened new Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 positions in Q1 2018 and 1 closed out, a net change of -1 holder.
  • The largest Southern Company Series 2017B 5.25% Junior Subordinated Notes due Dec 1 2077 seller in Q1 2018 was Crow Point Partners, an estimated $2.78M sold.

Based on aggregated 13F filings for Q1 2018.