We are live on ! Find out more
SOLN

The Southern Company
SOLN

Delisted

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

66 hedge funds and large institutions have $1.75B invested in The Southern Company in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

5% more funds holding

Funds holding: 6366 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $1.78B → $1.75B (-$31.1M)

35% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 23

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
15
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
51
Kavar Capital Partners Group
Kansas
$318K +$329K +6,000 New
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$301K
ACM
53
Ardent Capital Management
Ohio
$279K
SI
54
Stephens Inc
Arkansas
$237K -$1.05M -19,140 -81%
OPS
55
Orion Portfolio Solutions
Nebraska
$220K +$228K +4,156 New
LPL Financial
56
LPL Financial
California
$203K
Morgan Stanley
57
Morgan Stanley
New York
$196K -$256K -4,666 -56%
N
58
Nuveen
North Carolina
$119K
Bessemer Group
59
Bessemer Group
New Jersey
$106K
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$106K
TRCT
61
Tower Research Capital (TRC)
New York
$98K +$5.49K +100 +6%
PTC
62
Private Trust Company
Ohio
$60K +$62.5K +1,139 New
Osaic Holdings
63
Osaic Holdings
Arizona
$38K -$217K -3,950 -85%
EC
64
Elequin Capital
New York
$27K +$27.6K +503 New
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$22K
FF
66
FourThought Financial
Florida
$21K
DTIM
67
Danda Trouve Investment Management
Kansas
$2K
UB
68
UMB Bank
Missouri
$2K
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
-$23.4M -427,255 Closed
SC
70
Sculptor Capital
New York
-$16.9M -309,183 Closed
KPWS
71
Kestra Private Wealth Services
Texas
-$2.8M -51,285 Closed
SM
72
Skaana Management
New York
-$1.36M -25,000 Closed
Citigroup
73
Citigroup
New York
-$167K -3,050 Closed
CCM
74
Chicago Capital Management
Illinois
-$39K -715 Closed
GT
75
Glenmede Trust
Pennsylvania
-$27K -500 Closed

SOLN Hedge Fund Activity: Q2 2022 in Review

66 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in The Southern Company (SOLN) for Q2 2022, worth a combined $1.75B — down 1.7% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SOLN positions and 8 closed out — a net gain of 3 holders — while 15 added to existing stakes and 23 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $211M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $199M.

  • 66 institutional investors held The Southern Company (SOLN) as of Q2 2022, up from 63 in Q1 2022.
  • Funds reported $1.75B of The Southern Company stock for Q2 2022, down 1.7% quarter-over-quarter.
  • 11 funds opened new The Southern Company positions in Q2 2022 and 8 closed out, a net change of +3 holders.
  • The largest The Southern Company buyer in Q2 2022 was Allianz Asset Management, an estimated $211M added.
  • The largest The Southern Company seller in Q2 2022 was Manulife (Manufacturers Life Insurance), an estimated $199M sold.

Based on aggregated 13F filings for Q2 2022.