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SOLN

The Southern Company
SOLN

Delisted

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

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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: 2 → 2 (0)

10% less funds holding

Funds holding: 58 → 52 (-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
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$23.6M
2
Franklin Resources
Franklin Resources
California
+$20.2M
3
BlackRock
BlackRock
New York
+$19.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$12.3M
5
State Street
State Street
Massachusetts
+$5.13M

Top Sellers

Rank Fund Capital Flow
1
CAM
Camden Asset Management
California
-$29.6M
2
WAM
Wolverine Asset Management
Illinois
-$10.5M
3
TSS
Two Sigma Securities
New York
-$9.79M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$7.35M
5
PI
Putnam Investments
Massachusetts
-$5.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
FF
51
FourThought Financial
Florida
$20K +$19.5K +387 New
ASN
52
Advisory Services Network
Georgia
$16K – – –
CFA
53
Carroll Financial Associates
North Carolina
$5K – – –
TSS
54
Two Sigma Securities
New York
– -$9.79M -210,361 Closed
MF
55
Magnetar Financial
Illinois
– -$3.41M -73,500 Closed
ICA
56
Infrastructure Capital Advisors
New York
– -$2.91M -62,536 Closed
ES
57
Equitec Specialists
Illinois
– -$2.33M -50,084 Closed
ICM
58
III Capital Management
Florida
– -$2.33M -50,000 Closed
Bank of Nova Scotia
59
Bank of Nova Scotia
Ontario, Canada
– -$1.62M -35,000 Closed
Goldman Sachs
60
Goldman Sachs
New York
– -$931K -20,000 Closed
MA
61
MUFG Americas
New York
– -$608K -13,080 Closed
TRCT
62
Tower Research Capital (TRC)
New York
– -$512K -10,991 Closed
RJA
63
Raymond James & Associates
Florida
– -$349K -7,500 Closed
VF
64
Virtu Financial
New York
– -$222K -4,762 Closed
Nomura Holdings
65
Nomura Holdings
Japan
– -$201K -4,000 -7%
1 2
3

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.