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SOLN

The Southern Company
SOLN

Delisted

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

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60 hedge funds and large institutions have $1.69B invested in The Southern Company in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

15% more funds holding

Funds holding: 52 → 60 (+8)

3% more capital invested

Capital invested by funds: $1.63B → $1.69B (+$54M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
60
Holders Change
+8
Holders Change %
+15.38%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
20
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$68.9M
2
CAM
Camden Asset Management
California
+$21M
3
Franklin Resources
Franklin Resources
California
+$13.1M
4
Jane Street
Jane Street
New York
+$11.3M
5
Bank of America
Bank of America
North Carolina
+$7.86M

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$8.65M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$3.99M
3
ACM
Advent Capital Management
New York
-$2.99M
4
BCM
BlueCrest Capital Management
Jersey
-$2.95M
5
BlackRock
BlackRock
New York
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$3.53M +$2.54M +48,445 +234%
KPWS
27
Kestra Private Wealth Services
Texas
$3.42M -$227K -4,326 -6%
LPL Financial
28
LPL Financial
California
$3.03M +$54K +1,030 +2%
SIM
29
SSI Investment Management
California
$2.85M +$712K +13,575 +32%
LTI
30
Laffer Tengler Investments
Tennessee
$2.79M -$72.3K -1,380 -2%
JP Morgan Chase
31
JP Morgan Chase
New York
$2.62M +$721K +13,749 +37%
Two Sigma Investments
32
Two Sigma Investments
New York
$2.55M -$8.65M -165,000 -77%
SG Americas Securities
33
SG Americas Securities
New York
$2.55M – – –
SEI Investments
34
SEI Investments
Pennsylvania
$2.04M – – –
CS
35
Credit Suisse
Switzerland
$2.04M +$629K +12,000 +43%
RA
36
Rational Advisors
New York
$1.8M – – –
Morgan Stanley
37
Morgan Stanley
New York
$1.33M -$2.19M -41,711 -61%
SI
38
Stephens Inc
Arkansas
$1.09M -$16K -305 -1%
SPIA
39
Steward Partners Investment Advisory
New York
$726K +$282K +5,375 +61%
Osaic Holdings
40
Osaic Holdings
Arizona
$596K +$556K +10,606 +1,028%
American Century Companies
41
American Century Companies
Missouri
$528K +$55.5K +1,058 +11%
KCPG
42
Kavar Capital Partners Group
Kansas
$510K +$524K +10,000 New
PI
43
Putnam Investments
Massachusetts
$505K – – –
NCM
44
Narwhal Capital Management
Georgia
$424K -$19.5K -372 -4%
HIP
45
HUB Investment Partners
Texas
$388K +$56.8K +1,084 +17%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$253K – – –
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$235K +$241K +4,600 New
FAN
48
Financial Advisors Network
California
$232K +$238K +4,550 New
N
49
Nuveen
North Carolina
$135K – – –
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$122K – – –
1
2
3

SOLN Hedge Fund Activity: Q3 2021 in Review

60 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in The Southern Company (SOLN) for Q3 2021, worth a combined $1.69B — up 3.3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SOLN positions and 3 closed out — a net gain of 8 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $68.9M. The largest seller was Two Sigma Investments, cutting an estimated $8.65M.

  • 60 institutional investors held The Southern Company (SOLN) as of Q3 2021, up from 52 in Q2 2021.
  • Funds reported $1.69B of The Southern Company stock for Q3 2021, up 3.3% quarter-over-quarter.
  • 11 funds opened new The Southern Company positions in Q3 2021 and 3 closed out, a net change of +8 holders.
  • The largest The Southern Company buyer in Q3 2021 was Victory Capital Management, an estimated $68.9M added.
  • The largest The Southern Company seller in Q3 2021 was Two Sigma Investments, an estimated $8.65M sold.

Based on aggregated 13F filings for Q3 2021.