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SOLN

The Southern Company
SOLN

Delisted

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

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61 hedge funds and large institutions have $1.52B invested in The Southern Company in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,793% more call options, than puts

Call options by funds: $4.62M | Put options by funds: $244K

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

2% more funds holding

Funds holding: 60 → 61 (+1)

14% less capital invested

Capital invested by funds: $1.76B → $1.52B (-$241M)

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
11
Increased
21
Reduced
19
Closed
9
Calls
$4.62M
Puts
$244K
Net Calls
+$4.37M
Net Calls Change
+$4.37M

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$64.7M
2
CAM
Camden Asset Management
California
+$27.3M
3
TSS
Two Sigma Securities
New York
+$14.1M
4
ICM
III Capital Management
Florida
+$10.5M
5
WAM
Wolverine Asset Management
Illinois
+$9.57M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$42.9M
2
Deutsche Bank
Deutsche Bank
Germany
-$11M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$8.34M
4
JG
Jefferies Group
New York
-$8.26M
5
State Street
State Street
Massachusetts
-$7.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
51
Credit Suisse
Switzerland
$639K +$753K +14,382 New
Loomis, Sayles & Company
52
Loomis, Sayles & Company
Massachusetts
$589K +$570K +10,877 New
ES
53
Equitec Specialists
Illinois
$491K -$7.03M -134,300 -92%
RJA
54
Raymond James & Associates
Florida
$364K +$36.4K +695 +9%
Millennium Management
55
Millennium Management
New York
$233K -$487K -9,295 -64%
HF
56
HRT Financial
New York
$204K +$241K +4,600 New
SPIA
57
Steward Partners Investment Advisory
New York
$154K +$15.7K +300 +9%
UBS Group
58
UBS Group
Switzerland
$107K +$105K +2,000 +500%
TRCT
59
Tower Research Capital (TRC)
New York
$98K +$115K +2,199 New
N
60
Nuveen
North Carolina
$23K – – –
NIMC
61
NWQ Investment Management Company
California
$23K – – –
Osaic Holdings
62
Osaic Holdings
Arizona
$21K +$25.3K +484 New
CFA
63
Carroll Financial Associates
North Carolina
$5K – – –
Truist Financial
64
Truist Financial
North Carolina
– -$2.86M -52,989 Closed
MA
65
MUFG Americas
New York
– -$2.69M -50,080 Closed
AIMCA
66
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$2.69M -50,000 Closed
MSU
67
Mizuho Securities USA
New York
– -$2.68M -50,000 Closed
WMSA
68
Weiss Multi-Strategy Advisers
New York
– -$2.69M -50,000 Closed
OCM
69
Oaktree Capital Management
California
– -$1.62M -30,000 Closed
PCM
70
Prelude Capital Management
New York
– -$31K -574 Closed
CA
71
Crewe Advisors
Utah
– -$15K -271 Closed
Citigroup
72
Citigroup
New York
– -$5K -100 Closed
Nomura Holdings
73
Nomura Holdings
Japan
– +$4.5M +85,839 New
1 2
3

SOLN Hedge Fund Activity: Q1 2020 in Review

61 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in The Southern Company (SOLN) for Q1 2020, worth a combined $1.52B — down 14% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SOLN positions and 9 closed out — a net gain of 2 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $64.7M. The largest seller was Ameriprise, cutting an estimated $42.9M.

  • 61 institutional investors held The Southern Company (SOLN) as of Q1 2020, up from 60 in Q4 2019.
  • Funds reported $1.52B of The Southern Company stock for Q1 2020, down 14% quarter-over-quarter.
  • 11 funds opened new The Southern Company positions in Q1 2020 and 9 closed out, a net change of +2 holders.
  • The largest The Southern Company buyer in Q1 2020 was Victory Capital Management, an estimated $64.7M added.
  • The largest The Southern Company seller in Q1 2020 was Ameriprise, an estimated $42.9M sold.

Based on aggregated 13F filings for Q1 2020.