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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
Osaic Holdings
51
Osaic Holdings
Arizona
$55K +$27.1K +540 +103%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$47K +$46.8K +932 New
DTIM
53
Danda Trouve Investment Management
Kansas
$31K – – –
GT
54
Glenmede Trust
Pennsylvania
$25K +$25.1K +500 New
FF
55
FourThought Financial
Florida
$19K – – –
CFA
56
Carroll Financial Associates
North Carolina
$5K – – –
Allianz Asset Management
57
Allianz Asset Management
Germany
– -$43.5M -838,920 Closed
CAM
58
Camden Asset Management
California
– -$21.3M -417,214 Closed
AAI
59
Aequim Alternative Investments
California
– -$5.19M -100,000 Closed
AA
60
AQR Arbitrage
Connecticut
– -$4.38M -85,375 Closed
Russell Investments Group
61
Russell Investments Group
United Kingdom
– -$3.95M -77,376 Closed
JG
62
Jefferies Group
New York
– -$2.36M -45,453 Closed
Nomura Holdings
63
Nomura Holdings
Japan
– -$2.01M -40,000 -80%
ASN
64
Advisory Services Network
Georgia
– -$16K -300 Closed
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.