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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 $1.63B invested in The Southern Company in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.62B → $1.63B (+$9.13M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

2% less funds holding

Funds holding: 5352 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
18
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$3.4M +$715K +13,748 +25%
LPL Financial
27
LPL Financial
California
$2.97M -$41.6K -800 -1%
BCM
28
BlueCrest Capital Management
Jersey
$2.95M -$3.8M -73,002 -56%
LTI
29
Laffer Tengler Investments
Tennessee
$2.82M -$181K -3,480 -6%
SG Americas Securities
30
SG Americas Securities
New York
$2.53M
SIM
31
SSI Investment Management
California
$2.15M +$317K +6,085 +17%
SEI Investments
32
SEI Investments
Pennsylvania
$2.03M
JP Morgan Chase
33
JP Morgan Chase
New York
$1.91M +$1.8M +34,503 +1,095%
RA
34
Rational Advisors
New York
$1.79M +$420K +8,080 +30%
CS
35
Credit Suisse
Switzerland
$1.41M +$877K +16,850 +151%
SI
36
Stephens Inc
Arkansas
$1.1M -$2.6K -50 -0.2%
Millennium Management
37
Millennium Management
New York
$1.05M +$754K +14,482 +232%
PI
38
Putnam Investments
Massachusetts
$501K +$104K +2,000 +25%
American Century Companies
39
American Century Companies
Missouri
$468K +$274K +5,261 +132%
SPIA
40
Steward Partners Investment Advisory
New York
$448K +$460K +8,850 New
NCM
41
Narwhal Capital Management
Georgia
$439K -$69.4K -1,333 -13%
Truist Financial
42
Truist Financial
North Carolina
$432K -$2.97M -57,049 -87%
N
43
Nuveen
North Carolina
$370K
HIP
44
HUB Investment Partners
Texas
$330K +$339K +6,525 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$251K -$15.6K -300 -6%
DAS
46
Dynamic Advisor Solutions
Arizona
$227K -$32.9K -633 -12%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$128K
Osaic Holdings
48
Osaic Holdings
Arizona
$52K -$1.61K -31 -3%
GT
49
Glenmede Trust
Pennsylvania
$25K
UBS Group
50
UBS Group
Switzerland
$20K -$364K -7,000 -95%

SOLN Hedge Fund Activity: Q2 2021 in Review

52 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in The Southern Company (SOLN) for Q2 2021, worth a combined $1.63B — up 0.56% from $1.62B a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SOLN and 6 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 18 added.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $201M. The largest seller was Weiss Asset Management, exiting entirely with an estimated $10.1M sold.

  • 52 institutional investors held The Southern Company (SOLN) as of Q2 2021, down from 53 in Q1 2021.
  • Funds reported $1.63B of The Southern Company stock for Q2 2021, up 0.56% quarter-over-quarter.
  • 6 funds opened new The Southern Company positions in Q2 2021 and 7 closed out, a net change of -1 holder.
  • The largest The Southern Company buyer in Q2 2021 was Russell Investments Group, an estimated $201M added.
  • The largest The Southern Company seller in Q2 2021 was Weiss Asset Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2021.