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SOLN

The Southern Company
SOLN

Delisted

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

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53 hedge funds and large institutions have $1.62B invested in The Southern Company in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2% more funds holding

Funds holding: 52 → 53 (+1)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less capital invested

Capital invested by funds: $1.65B → $1.62B (-$27.7M)

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
17
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$45.2M
2
WAM
Weiss Asset Management
Massachusetts
+$9.94M
3
ICA
Infrastructure Capital Advisors
New York
+$9.63M
4
BCM
BlueCrest Capital Management
Jersey
+$6.06M
5
Wells Fargo
Wells Fargo
California
+$3.81M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$64.7M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$43.5M
3
CAM
Camden Asset Management
California
-$21.3M
4
BlackRock
BlackRock
New York
-$7.15M
5
AAI
Aequim Alternative Investments
California
-$5.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$3.27M -$1.22M -24,350 -27%
LTI
27
Laffer Tengler Investments
Tennessee
$3.05M +$1.17M +23,291 +64%
LPL Financial
28
LPL Financial
California
$3.04M +$761K +15,150 +34%
Morgan Stanley
29
Morgan Stanley
New York
$2.77M +$1.12M +22,320 +70%
SG Americas Securities
30
SG Americas Securities
New York
$2.55M – – –
MSU
31
Mizuho Securities USA
New York
$2.22M +$2.4M +47,868 New
SEI Investments
32
SEI Investments
Pennsylvania
$2.04M – – –
SIM
33
SSI Investment Management
California
$1.85M -$27.9K -555 -2%
RA
34
Rational Advisors
New York
$1.39M – – –
SI
35
Stephens Inc
Arkansas
$1.11M +$31.4K +625 +3%
CS
36
Credit Suisse
Switzerland
$568K +$560K +11,150 New
WAM
37
Wolverine Asset Management
Illinois
$558K -$1.11M -22,011 -67%
N
38
Nuveen
North Carolina
$551K – – –
NCM
39
Narwhal Capital Management
Georgia
$510K -$1.11M -22,122 -69%
PI
40
Putnam Investments
Massachusetts
$403K – – –
JP Morgan Chase
41
JP Morgan Chase
New York
$378K -$1.21M -24,000 -88%
UBS Group
42
UBS Group
Switzerland
$377K +$213K +4,243 +134%
SPIA
43
Steward Partners Investment Advisory
New York
$346K -$126K -2,510 Closed
Millennium Management
44
Millennium Management
New York
$319K +$314K +6,255 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$268K +$264K +5,265 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$262K -$3.26M -64,858 -93%
DAS
47
Dynamic Advisor Solutions
Arizona
$261K -$29.1K -579 -10%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$224K – – –
American Century Companies
49
American Century Companies
Missouri
$205K +$201K +3,993 New
TRCT
50
Tower Research Capital (TRC)
New York
$68K +$66.7K +1,328 New
1
2
3

SOLN Hedge Fund Activity: Q1 2021 in Review

53 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in The Southern Company (SOLN) for Q1 2021, worth a combined $1.62B — down 1.7% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SOLN positions and 9 closed out — a net gain of 1 holder — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Franklin Resources, adding an estimated $45.2M. The largest seller was Victory Capital Management, exiting entirely with an estimated $64.7M sold.

  • 53 institutional investors held The Southern Company (SOLN) as of Q1 2021, up from 52 in Q4 2020.
  • Funds reported $1.62B of The Southern Company stock for Q1 2021, down 1.7% quarter-over-quarter.
  • 10 funds opened new The Southern Company positions in Q1 2021 and 9 closed out, a net change of +1 holder.
  • The largest The Southern Company buyer in Q1 2021 was Franklin Resources, an estimated $45.2M added.
  • The largest The Southern Company seller in Q1 2021 was Victory Capital Management, an estimated $64.7M sold.

Based on aggregated 13F filings for Q1 2021.