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SOLN

The Southern Company
SOLN

Delisted

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

60 hedge funds and large institutions have $1.76B invested in The Southern Company in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

7% more funds holding

Funds holding: 5660 (+4)

1% more capital invested

Capital invested by funds: $1.74B → $1.76B (+$21.8M)

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
11
Increased
24
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$499M -$3.4M -64,284 -0.7%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$234M +$20.7M +390,045 +10%
Franklin Resources
3
Franklin Resources
California
$170M +$8M +151,000 +5%
BlackRock
4
BlackRock
New York
$158M +$10.3M +193,903 +7%
CAM
5
Camden Asset Management
California
$92.9M +$3.48M +65,629 +4%
Allianz Asset Management
6
Allianz Asset Management
Germany
$74.3M -$3.82M -72,210 -5%
Ameriprise
7
Ameriprise
Minnesota
$65.7M +$11.3M +212,500 +21%
Victory Capital Management
8
Victory Capital Management
Texas
$59.7M +$10.4M +197,210 +22%
ACM
9
Advent Capital Management
New York
$54M -$20.5M -386,449 -28%
State Street
10
State Street
Massachusetts
$49.2M +$1.59M +30,000 +3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$24.3M +$16M +302,000 +202%
Calamos Advisors
12
Calamos Advisors
Illinois
$21.6M
VanEck Associates
13
VanEck Associates
New York
$21.1M +$742K +14,003 +4%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$20.8M -$4.08M -76,946 -17%
Invesco
15
Invesco
Georgia
$16.2M
TSS
16
Two Sigma Securities
New York
$15M +$9.82M +185,425 +201%
P8IP
17
Pier 88 Investment Partners
California
$13.2M -$304K -5,731 -2%
SIM
18
SSI Investment Management
California
$13.1M +$48.7K +920 +0.4%
Deutsche Bank
19
Deutsche Bank
Germany
$13.1M +$12.2M +231,100 +1,926%
Bank of America
20
Bank of America
North Carolina
$11.2M +$3.36M +63,423 +44%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$10.8M
BCM
22
BlueCrest Capital Management
Jersey
$9.91M -$2.17M -40,980 -18%
JG
23
Jefferies Group
New York
$9.67M +$5.49M +103,557 +136%
PI
24
Putnam Investments
Massachusetts
$9.52M +$844K +15,941 +10%
SG Americas Securities
25
SG Americas Securities
New York
$8.89M

SOLN Hedge Fund Activity: Q4 2019 in Review

60 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in The Southern Company (SOLN) for Q4 2019, worth a combined $1.76B — up 1.3% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SOLN positions and 7 closed out — a net gain of 4 holders — while 24 added to existing stakes and 13 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $20.7M. The largest seller was Polar Asset Management Partners, exiting entirely with an estimated $21.4M sold.

  • 60 institutional investors held The Southern Company (SOLN) as of Q4 2019, up from 56 in Q3 2019.
  • Funds reported $1.76B of The Southern Company stock for Q4 2019, up 1.3% quarter-over-quarter.
  • 11 funds opened new The Southern Company positions in Q4 2019 and 7 closed out, a net change of +4 holders.
  • The largest The Southern Company buyer in Q4 2019 was Manulife (Manufacturers Life Insurance), an estimated $20.7M added.
  • The largest The Southern Company seller in Q4 2019 was Polar Asset Management Partners, an estimated $21.4M sold.

Based on aggregated 13F filings for Q4 2019.