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SOLN

The Southern Company
SOLN

Delisted

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

55 hedge funds and large institutions have $1.42B invested in The Southern Company in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less capital invested

Capital invested by funds: $1.52B → $1.42B (-$101M)

10% less funds holding

Funds holding: 6155 (-6)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

45% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 29

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
55
Holders Change
-6
Holders Change %
-9.84%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
2
Increased
16
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$5.46M -$1.04M -22,261 -15%
AUIM
27
Aegon USA Investment Management
Iowa
$4.93M -$469K -10,000 -8%
ES
28
Equitec Specialists
Illinois
$4.92M +$4.72M +100,592 +910%
SG Americas Securities
29
SG Americas Securities
New York
$4.41M -$3.05M -65,000 -39%
Citigroup
30
Citigroup
New York
$4.41M +$4.69M +100,000 New
AA
31
AQR Arbitrage
Connecticut
$3.78M
Russell Investments Group
32
Russell Investments Group
United Kingdom
$3.68M
MF
33
Magnetar Financial
Illinois
$3.28M
GF
34
Gabelli Funds
New York
$3.19M
Federated Hermes
35
Federated Hermes
Pennsylvania
$3.05M -$405K -8,630 -11%
LPL Financial
36
LPL Financial
California
$1.93M +$57.5K +1,225 +3%
SEI Investments
37
SEI Investments
Pennsylvania
$1.83M
JP Morgan Chase
38
JP Morgan Chase
New York
$1.56M -$481K -10,250 -22%
Bank of Nova Scotia
39
Bank of Nova Scotia
Ontario, Canada
$1.55M +$53.9K +1,148 +3%
LTI
40
Laffer Tengler Investments
Tennessee
$1.5M +$62.1K +1,323 +4%
Morgan Stanley
41
Morgan Stanley
New York
$1.39M -$1.23M -26,208 -45%
RA
42
Rational Advisors
New York
$1.2M -$385K -8,200 -23%
PI
43
PEAK6 Investments
Illinois
$1.1M +$1.17M +24,891 New
SIM
44
SSI Investment Management
California
$1.06M -$7.7M -164,210 -87%
Goldman Sachs
45
Goldman Sachs
New York
$881K -$4.24M -90,300 -82%
TA
46
Teton Advisors
New York
$661K
Jane Street
47
Jane Street
New York
$451K -$1.13M -24,052 -70%
RJA
48
Raymond James & Associates
Florida
$330K -$32.6K -695 -8%
Millennium Management
49
Millennium Management
New York
$297K +$70K +1,492 +28%
SPIA
50
Steward Partners Investment Advisory
New York
$216K +$66.9K +1,425 +41%

SOLN Hedge Fund Activity: Q2 2020 in Review

55 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in The Southern Company (SOLN) for Q2 2020, worth a combined $1.42B — down 6.7% from $1.52B a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SOLN and 2 opened new positions — a net loss of 6 holders — while 29 trimmed existing stakes and 16 added.

The largest buyer was Franklin Resources, adding an estimated $89.4M. The largest seller was Victory Capital Management, cutting an estimated $53M.

  • 55 institutional investors held The Southern Company (SOLN) as of Q2 2020, down from 61 in Q1 2020.
  • Funds reported $1.42B of The Southern Company stock for Q2 2020, down 6.7% quarter-over-quarter.
  • 2 funds opened new The Southern Company positions in Q2 2020 and 8 closed out, a net change of -6 holders.
  • The largest The Southern Company buyer in Q2 2020 was Franklin Resources, an estimated $89.4M added.
  • The largest The Southern Company seller in Q2 2020 was Victory Capital Management, an estimated $53M sold.

Based on aggregated 13F filings for Q2 2020.