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SOLN

The Southern Company
SOLN

Delisted

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

61 hedge funds and large institutions have $1.52B invested in The Southern Company in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,793% more call options, than puts

Call options by funds: $4.62M | Put options by funds: $244K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

2% more funds holding

Funds holding: 6061 (+1)

14% less capital invested

Capital invested by funds: $1.76B → $1.52B (-$241M)

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
11
Increased
21
Reduced
19
Closed
9
Calls
$4.62M
Puts
$244K
Net Calls
+$4.37M
Net Calls Change
+$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$427M -$6.67M -127,404 -1%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$186M -$8.34M -159,270 -4%
Franklin Resources
3
Franklin Resources
California
$145M +$6.28M +120,000 +4%
BlackRock
4
BlackRock
New York
$124M -$6.45M -123,199 -4%
Victory Capital Management
5
Victory Capital Management
Texas
$104M +$64.7M +1,236,009 +112%
CAM
6
Camden Asset Management
California
$103M +$27.3M +521,785 +30%
Allianz Asset Management
7
Allianz Asset Management
Germany
$56.1M -$6.02M -114,900 -8%
ACM
8
Advent Capital Management
New York
$42.8M -$3.9M -74,406 -7%
State Street
9
State Street
Massachusetts
$35.3M -$7.9M -150,900 -16%
TSS
10
Two Sigma Securities
New York
$24.3M +$14.1M +269,515 +97%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$22.6M +$3.04M +58,000 +13%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$17.9M +$314K +6,000 +2%
Ameriprise
13
Ameriprise
Minnesota
$17.8M -$42.9M -820,114 -67%
Calamos Advisors
14
Calamos Advisors
Illinois
$17.8M
VanEck Associates
15
VanEck Associates
New York
$15.5M -$2.13M -40,676 -10%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$13.9M +$5.24M +100,000 +50%
Invesco
17
Invesco
Georgia
$13.3M
P8IP
18
Pier 88 Investment Partners
California
$12.4M +$1.86M +35,433 +14%
BCM
19
BlueCrest Capital Management
Jersey
$9.7M +$1.81M +34,621 +19%
Parallax Volatility Advisers
20
Parallax Volatility Advisers
California
$9.54M +$5.29M +101,100 New
WAM
21
Wolverine Asset Management
Illinois
$9.44M +$9.57M +182,748 +844%
ICM
22
III Capital Management
Florida
$9.26M +$10.5M +200,000 New
SIM
23
SSI Investment Management
California
$8.66M -$2.92M -55,800 -23%
Bank of America
24
Bank of America
North Carolina
$8.3M -$1.07M -20,500 -10%
PI
25
Putnam Investments
Massachusetts
$7.63M -$254K -4,851 -3%

SOLN Hedge Fund Activity: Q1 2020 in Review

61 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in The Southern Company (SOLN) for Q1 2020, worth a combined $1.52B — down 14% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SOLN positions and 9 closed out — a net gain of 2 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $64.7M. The largest seller was Ameriprise, cutting an estimated $42.9M.

  • 61 institutional investors held The Southern Company (SOLN) as of Q1 2020, up from 60 in Q4 2019.
  • Funds reported $1.52B of The Southern Company stock for Q1 2020, down 14% quarter-over-quarter.
  • 11 funds opened new The Southern Company positions in Q1 2020 and 9 closed out, a net change of +2 holders.
  • The largest The Southern Company buyer in Q1 2020 was Victory Capital Management, an estimated $64.7M added.
  • The largest The Southern Company seller in Q1 2020 was Ameriprise, an estimated $42.9M sold.

Based on aggregated 13F filings for Q1 2020.