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SOLN

The Southern Company
SOLN

Delisted

SOLN was delisted on the 29th of July, 2022.

60 hedge funds and large institutions have $1.76B invested in The Southern Company in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

7% more funds holding

Funds holding: 5660 (+4)

1% more capital invested

Capital invested by funds: $1.74B → $1.76B (+$21.8M)

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
11
Increased
24
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ES
26
Equitec Specialists
Illinois
$7.83M -$1.68M -31,751 -18%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$7.63M -$1.75M -33,037 -19%
AUIM
28
Aegon USA Investment Management
Iowa
$6.58M +$4.34M +82,000 +205%
Capital World Investors
29
Capital World Investors
California
$6.52M +$6.41M +121,000 New
AA
30
AQR Arbitrage
Connecticut
$5.94M +$5.82M +109,825 New
Goldman Sachs
31
Goldman Sachs
New York
$5.56M +$477K +9,002 +10%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$4.6M -$5.62M -106,031 Closed
Federated Hermes
33
Federated Hermes
Pennsylvania
$4.19M -$1.17M -22,182 -22%
GF
34
Gabelli Funds
New York
$3.91M
JP Morgan Chase
35
JP Morgan Chase
New York
$2.86M +$2.74M +51,712 +3,694%
Truist Financial
36
Truist Financial
North Carolina
$2.86M +$2.81M +52,989 New
AIMCA
37
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.69M
WMSA
38
Weiss Multi-Strategy Advisers
New York
$2.69M
MA
39
MUFG Americas
New York
$2.69M -$746K -14,076 -22%
MSU
40
Mizuho Securities USA
New York
$2.68M +$2.65M +50,000 New
SEI Investments
41
SEI Investments
Pennsylvania
$2.24M
Bank of Nova Scotia
42
Bank of Nova Scotia
Ontario, Canada
$1.88M
LPL Financial
43
LPL Financial
California
$1.68M +$1.35M +25,450 +431%
OCM
44
Oaktree Capital Management
California
$1.62M -$530K -10,000 -25%
LTI
45
Laffer Tengler Investments
Tennessee
$1.52M +$27.3K +515 +2%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$1.49M +$1.46M +27,588 New
Wells Fargo
47
Wells Fargo
California
$1.39M +$130K +2,450 +11%
WAM
48
Wolverine Asset Management
Illinois
$1.16M +$664K +12,541 +138%
KOCAA
49
Knights of Columbus Asset Advisors
Connecticut
$995K
Millennium Management
50
Millennium Management
New York
$784K +$770K +14,544 New

SOLN Hedge Fund Activity: Q4 2019 in Review

60 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in The Southern Company (SOLN) for Q4 2019, worth a combined $1.76B — up 1.3% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SOLN positions and 7 closed out — a net gain of 4 holders — while 24 added to existing stakes and 13 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $20.7M. The largest seller was Polar Asset Management Partners, exiting entirely with an estimated $21.4M sold.

  • 60 institutional investors held The Southern Company (SOLN) as of Q4 2019, up from 56 in Q3 2019.
  • Funds reported $1.76B of The Southern Company stock for Q4 2019, up 1.3% quarter-over-quarter.
  • 11 funds opened new The Southern Company positions in Q4 2019 and 7 closed out, a net change of +4 holders.
  • The largest The Southern Company buyer in Q4 2019 was Manulife (Manufacturers Life Insurance), an estimated $20.7M added.
  • The largest The Southern Company seller in Q4 2019 was Polar Asset Management Partners, an estimated $21.4M sold.

Based on aggregated 13F filings for Q4 2019.