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SOLN

The Southern Company
SOLN

Delisted

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

55 hedge funds and large institutions have $1.42B invested in The Southern Company in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less capital invested

Capital invested by funds: $1.52B → $1.42B (-$101M)

10% less funds holding

Funds holding: 6155 (-6)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

45% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 29

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
55
Holders Change
-6
Holders Change %
-9.84%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
2
Increased
16
Reduced
29
Closed
8
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
$395M -$9.25M -197,137 -2%
Franklin Resources
2
Franklin Resources
California
$247M +$89.4M +1,906,600 +58%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$183M -$1.15M -24,450 -0.6%
BlackRock
4
BlackRock
New York
$115M -$9.59M -204,402 -7%
CAM
5
Camden Asset Management
California
$59.5M -$42.1M -897,200 -40%
Victory Capital Management
6
Victory Capital Management
Texas
$53.5M -$53M -1,129,553 -48%
Allianz Asset Management
7
Allianz Asset Management
Germany
$37M -$19.9M -423,670 -34%
ACM
8
Advent Capital Management
New York
$35.9M -$5.61M -119,500 -13%
State Street
9
State Street
Massachusetts
$29.5M -$4.7M -100,100 -13%
TSS
10
Two Sigma Securities
New York
$21.8M -$2.44M -52,109 -10%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$20.2M -$2.35M -50,000 -10%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$18.4M +$5.4M +115,000 +38%
Calamos Advisors
13
Calamos Advisors
Illinois
$17.6M
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$16.5M -$741K -15,800 -4%
VanEck Associates
15
VanEck Associates
New York
$14.7M -$810K -17,267 -5%
Wells Fargo
16
Wells Fargo
California
$13.4M +$11M +233,962 +329%
WAM
17
Wolverine Asset Management
Illinois
$12.5M +$3.66M +78,024 +38%
Invesco
18
Invesco
Georgia
$12.1M -$1.25M -26,600 -9%
P8IP
19
Pier 88 Investment Partners
California
$12M -$385K -8,200 -3%
Parallax Volatility Advisers
20
Parallax Volatility Advisers
California
$9.91M +$5.81M +123,900 +123%
Bank of America
21
Bank of America
North Carolina
$8.87M +$669K +14,263 +8%
BCM
22
BlueCrest Capital Management
Jersey
$8.73M -$954K -20,334 -9%
AAI
23
Aequim Alternative Investments
California
$6.61M +$2.35M +50,000 +50%
Ameriprise
24
Ameriprise
Minnesota
$6.18M -$12.2M -260,236 -65%
PI
25
Putnam Investments
Massachusetts
$5.67M -$2.02M -43,000 -25%

SOLN Hedge Fund Activity: Q2 2020 in Review

55 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in The Southern Company (SOLN) for Q2 2020, worth a combined $1.42B — down 6.7% from $1.52B a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SOLN and 2 opened new positions — a net loss of 6 holders — while 29 trimmed existing stakes and 16 added.

The largest buyer was Franklin Resources, adding an estimated $89.4M. The largest seller was Victory Capital Management, cutting an estimated $53M.

  • 55 institutional investors held The Southern Company (SOLN) as of Q2 2020, down from 61 in Q1 2020.
  • Funds reported $1.42B of The Southern Company stock for Q2 2020, down 6.7% quarter-over-quarter.
  • 2 funds opened new The Southern Company positions in Q2 2020 and 8 closed out, a net change of -6 holders.
  • The largest The Southern Company buyer in Q2 2020 was Franklin Resources, an estimated $89.4M added.
  • The largest The Southern Company seller in Q2 2020 was Victory Capital Management, an estimated $53M sold.

Based on aggregated 13F filings for Q2 2020.