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Polar Asset Management Partners’s Southern Company SO Stock Holding History

Polar Asset Management Partners’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-30,000
Closed -$2.09M – 1060
2023
Q1 		$2.09M Buy
+30,000
New +$2.02M 0.03% 506

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Polar Asset Management Partners's SO Position: Q1 2022 in Review

Polar Asset Management Partners sold out of Southern Company (SO) in Q1 2022, closing a stake of 11,290 shares — an estimated $774K sold.

Polar Asset Management Partners first reported a position in SO in Q3 2020 and held it in 3 quarters. The position peaked at $774K in Q4 2021. 1,699 funds tracked by Wall St. Rank hold SO as of Q1 2022.

  • Polar Asset Management Partners reported no remaining Southern Company position as of Q1 2022 after selling out during the quarter.
  • Polar Asset Management Partners sold 11,290 Southern Company shares in Q1 2022, an estimated $774K.
  • Polar Asset Management Partners first reported a position in Southern Company in Q3 2020 and held it in 3 quarters.
  • Polar Asset Management Partners's Southern Company position peaked at $774K in Q4 2021.
  • 1,699 funds tracked by Wall St. Rank held Southern Company as of Q1 2022.

Based on Polar Asset Management Partners's 13F filing for Q1 2022, filed 16 May 2022.