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SOLN

The Southern Company
SOLN

Delisted

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

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58 hedge funds and large institutions have $1.47B invested in The Southern Company in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

5% more funds holding

Funds holding: 55 → 58 (+3)

4% more capital invested

Capital invested by funds: $1.42B → $1.47B (+$53.7M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

63% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 24

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
11
Increased
9
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$98.6M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$8.71M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.82M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$3.72M
5
ICA
Infrastructure Capital Advisors
New York
+$2.87M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$31.2M
2
CAM
Camden Asset Management
California
-$15.8M
3
TSS
Two Sigma Securities
New York
-$13.1M
4
ACM
Advent Capital Management
New York
-$10.4M
5
Wells Fargo
Wells Fargo
California
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
AQR Arbitrage
Connecticut
$3.99M – – –
KPWS
27
Kestra Private Wealth Services
Texas
$3.93M +$3.87M +84,458 New
Russell Investments Group
28
Russell Investments Group
United Kingdom
$3.76M +$3.72M +81,079 New
Wells Fargo
29
Wells Fargo
California
$3.67M -$10.4M -226,345 -74%
MF
30
Magnetar Financial
Illinois
$3.41M – – –
Federated Hermes
31
Federated Hermes
Pennsylvania
$3.22M – – –
ICA
32
Infrastructure Capital Advisors
New York
$2.91M +$2.87M +62,536 New
ES
33
Equitec Specialists
Illinois
$2.33M -$2.82M -61,564 -55%
ICM
34
III Capital Management
Florida
$2.33M +$2.29M +50,000 New
SG Americas Securities
35
SG Americas Securities
New York
$2.33M -$2.29M -50,000 -50%
JG
36
Jefferies Group
New York
$2.12M +$1.09M +23,694 +108%
LPL Financial
37
LPL Financial
California
$2.01M -$11.5K -250 -0.6%
SEI Investments
38
SEI Investments
Pennsylvania
$1.86M -$66.6K -1,452 -4%
LTI
39
Laffer Tengler Investments
Tennessee
$1.64M +$73.1K +1,595 +5%
Bank of Nova Scotia
40
Bank of Nova Scotia
Ontario, Canada
$1.62M – – –
JP Morgan Chase
41
JP Morgan Chase
New York
$1.5M -$149K -3,250 -9%
Morgan Stanley
42
Morgan Stanley
New York
$1.47M +$6.33K +138 +0.4%
RA
43
Rational Advisors
New York
$1.27M – – –
Goldman Sachs
44
Goldman Sachs
New York
$931K – – –
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$931K +$917K +20,000 New
SI
46
Stephens Inc
Arkansas
$650K +$640K +13,970 New
MA
47
MUFG Americas
New York
$608K +$600K +13,080 New
SIM
48
SSI Investment Management
California
$581K -$535K -11,675 -48%
TRCT
49
Tower Research Capital (TRC)
New York
$512K +$322K +7,026 +177%
RJA
50
Raymond James & Associates
Florida
$349K – – –
1
2
3

SOLN Hedge Fund Activity: Q3 2020 in Review

58 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in The Southern Company (SOLN) for Q3 2020, worth a combined $1.47B — up 3.8% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SOLN positions and 8 closed out — a net gain of 3 holders — while 9 added to existing stakes and 24 trimmed.

The largest buyer was Franklin Resources, adding an estimated $98.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $31.2M.

  • 58 institutional investors held The Southern Company (SOLN) as of Q3 2020, up from 55 in Q2 2020.
  • Funds reported $1.47B of The Southern Company stock for Q3 2020, up 3.8% quarter-over-quarter.
  • 11 funds opened new The Southern Company positions in Q3 2020 and 8 closed out, a net change of +3 holders.
  • The largest The Southern Company buyer in Q3 2020 was Franklin Resources, an estimated $98.6M added.
  • The largest The Southern Company seller in Q3 2020 was T. Rowe Price Associates, an estimated $31.2M sold.

Based on aggregated 13F filings for Q3 2020.