The Southern Company
SOLN
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.
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: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 18
2% less funds holding
Funds holding: 53 → 52 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$201M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$11.7M |
| 3 |
Two Sigma Investments
New York
|
+$11.2M |
| 4 |
D.E. Shaw & Co
New York
|
+$7.8M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$7.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$10.1M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$6.2M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$5.55M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.44M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FF
51
FourThought Financial
Venice,
Florida
| $19K | – | – | – |
|
|
WBC
52
West Branch Capital
Amherst,
Massachusetts
| $17K | +$17K | +326 | New |
|
|
CFA
53
Carroll Financial Associates
Charlotte,
North Carolina
| $5K | – | – | – |
|
|
ADL
54
Asset Dedication LLC
San Francisco,
California
| $4K | +$3.9K | +75 | New |
|
|
DTIM
55
Danda Trouve Investment Management
Prairie Village,
Kansas
| $2K | -$29.4K | -566 | -92% |
|
|
WAM
56
Weiss Asset Management
Boston,
Massachusetts
| – | -$10.1M | -197,987 | Closed |
|
|
MSU
57
Mizuho Securities USA
New York
| – | -$2.22M | -47,868 | Closed |
|
|
WAM
58
Wolverine Asset Management
Chicago,
Illinois
| – | -$558K | -10,933 | Closed |
|
59
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$262K | -5,142 | Closed |
|
|
TRCT
60
Tower Research Capital (TRC)
New York
| – | -$68K | -1,328 | Closed |
|
61
Rockefeller Capital Management
New York
| – | -$47K | -932 | Closed |
|
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.