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SOLN

The Southern Company
SOLN

Delisted

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

52 hedge funds and large institutions have $1.65B invested in The Southern Company in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

12% more capital invested

Capital invested by funds: $1.47B → $1.65B (+$180M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less funds holding

Funds holding: 5852 (-6)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
52
Holders Change
-6
Holders Change %
-10.34%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
20
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$3.95M -$186K -3,703 -5%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$3.63M +$2.52M +50,000 +250%
Federated Hermes
28
Federated Hermes
Pennsylvania
$3.59M
SG Americas Securities
29
SG Americas Securities
New York
$2.6M
JG
30
Jefferies Group
New York
$2.36M -$7.5K -149 -0.3%
LPL Financial
31
LPL Financial
California
$2.3M +$43.8K +870 +2%
SEI Investments
32
SEI Investments
Pennsylvania
$2.08M
SIM
33
SSI Investment Management
California
$1.91M +$1.23M +24,380 +195%
LTI
34
Laffer Tengler Investments
Tennessee
$1.85M +$38K +755 +2%
WAM
35
Wolverine Asset Management
Illinois
$1.69M -$10.5M -207,748 -86%
NCM
36
Narwhal Capital Management
Georgia
$1.67M +$1.62M +32,131 New
Morgan Stanley
37
Morgan Stanley
New York
$1.63M +$6.9K +137 +0.4%
RA
38
Rational Advisors
New York
$1.41M
JP Morgan Chase
39
JP Morgan Chase
New York
$1.41M -$254K -5,050 -16%
SI
40
Stephens Inc
Arkansas
$1.1M +$364K +7,225 +52%
N
41
Nuveen
North Carolina
$589K
BCM
42
BlueCrest Capital Management
Jersey
$551K +$535K +10,625 New
PI
43
Putnam Investments
Massachusetts
$410K -$5.09M -101,164 -93%
DAS
44
Dynamic Advisor Solutions
Arizona
$296K -$59.4K -1,180 -17%
Truist Financial
45
Truist Financial
North Carolina
$238K +$231K +4,588 New
UBS Group
46
UBS Group
Switzerland
$164K +$38.1K +757 +32%
SPIA
47
Steward Partners Investment Advisory
New York
$130K
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$104K
DTIM
49
Danda Trouve Investment Management
Kansas
$32K +$30.8K +612 New
Osaic Holdings
50
Osaic Holdings
Arizona
$27K -$5.03K -100 -16%

SOLN Hedge Fund Activity: Q4 2020 in Review

52 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in The Southern Company (SOLN) for Q4 2020, worth a combined $1.65B — up 12% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SOLN and 5 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 20 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $23.6M. The largest seller was Camden Asset Management, cutting an estimated $29.6M.

  • 52 institutional investors held The Southern Company (SOLN) as of Q4 2020, down from 58 in Q3 2020.
  • Funds reported $1.65B of The Southern Company stock for Q4 2020, up 12% quarter-over-quarter.
  • 5 funds opened new The Southern Company positions in Q4 2020 and 11 closed out, a net change of -6 holders.
  • The largest The Southern Company buyer in Q4 2020 was T. Rowe Price Associates, an estimated $23.6M added.
  • The largest The Southern Company seller in Q4 2020 was Camden Asset Management, an estimated $29.6M sold.

Based on aggregated 13F filings for Q4 2020.