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SOLN

The Southern Company
SOLN

Delisted

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

61 hedge funds and large institutions have $1.52B invested in The Southern Company in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,793% more call options, than puts

Call options by funds: $4.62M | Put options by funds: $244K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

2% more funds holding

Funds holding: 6061 (+1)

14% less capital invested

Capital invested by funds: $1.76B → $1.52B (-$241M)

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
11
Increased
21
Reduced
19
Closed
9
Calls
$4.62M
Puts
$244K
Net Calls
+$4.37M
Net Calls Change
+$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$7.33M
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$6.49M +$6.21M +118,586 +430%
AUIM
28
Aegon USA Investment Management
Iowa
$5.42M
Capital World Investors
29
Capital World Investors
California
$5.37M
Goldman Sachs
30
Goldman Sachs
New York
$4.9M +$371K +7,088 +7%
AAI
31
Aequim Alternative Investments
California
$4.44M +$5.24M +100,000 New
Russell Investments Group
32
Russell Investments Group
United Kingdom
$4.11M
AA
33
AQR Arbitrage
Connecticut
$3.81M -$1.28M -24,450 -22%
Federated Hermes
34
Federated Hermes
Pennsylvania
$3.46M
MF
35
Magnetar Financial
Illinois
$3.36M +$3.85M +73,500 New
GF
36
Gabelli Funds
New York
$3.22M
Wells Fargo
37
Wells Fargo
California
$3.16M +$2.38M +45,436 +177%
Morgan Stanley
38
Morgan Stanley
New York
$2.64M +$2.94M +56,184 +3,658%
JP Morgan Chase
39
JP Morgan Chase
New York
$2.03M -$388K -7,412 -14%
LPL Financial
40
LPL Financial
California
$1.96M +$581K +11,100 +35%
SEI Investments
41
SEI Investments
Pennsylvania
$1.84M
RA
42
Rational Advisors
New York
$1.57M +$1.65M +31,457 +791%
Jane Street
43
Jane Street
New York
$1.52M +$1.8M +34,291 New
Bank of Nova Scotia
44
Bank of Nova Scotia
Ontario, Canada
$1.5M -$60.1K -1,148 -3%
LTI
45
Laffer Tengler Investments
Tennessee
$1.49M +$228K +4,350 +15%
Deutsche Bank
46
Deutsche Bank
Germany
$1.44M -$11M -210,712 -87%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1M -$6.29M -120,033 -85%
JG
48
Jefferies Group
New York
$966K -$8.26M -157,799 -88%
KOCAA
49
Knights of Columbus Asset Advisors
Connecticut
$856K
TA
50
Teton Advisors
New York
$666K +$262K +5,000 +50%

SOLN Hedge Fund Activity: Q1 2020 in Review

61 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in The Southern Company (SOLN) for Q1 2020, worth a combined $1.52B — down 14% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SOLN positions and 9 closed out — a net gain of 2 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $64.7M. The largest seller was Ameriprise, cutting an estimated $42.9M.

  • 61 institutional investors held The Southern Company (SOLN) as of Q1 2020, up from 60 in Q4 2019.
  • Funds reported $1.52B of The Southern Company stock for Q1 2020, down 14% quarter-over-quarter.
  • 11 funds opened new The Southern Company positions in Q1 2020 and 9 closed out, a net change of +2 holders.
  • The largest The Southern Company buyer in Q1 2020 was Victory Capital Management, an estimated $64.7M added.
  • The largest The Southern Company seller in Q1 2020 was Ameriprise, an estimated $42.9M sold.

Based on aggregated 13F filings for Q1 2020.