The Southern Company
SOLN
SOLN was delisted on the 29th of July, 2022.
58 hedge funds and large institutions have $1.47B invested in The Southern Company in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 24 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
5% more funds holding
Funds holding: 55 → 58 (+3)
4% more capital invested
Capital invested by funds: $1.42B → $1.47B (+$53.7M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
63% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$98.6M |
| 2 |
D.E. Shaw & Co
New York
|
+$8.71M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.82M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$3.72M |
| 5 |
ICA
Infrastructure Capital Advisors
New York
|
+$2.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$31.2M |
| 2 |
CAM
Camden Asset Management
Los Angeles,
California
|
-$15.8M |
| 3 |
TSS
Two Sigma Securities
New York
|
-$13.1M |
| 4 |
ACM
Advent Capital Management
New York
|
-$10.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$10.4M |
SOLN Hedge Fund Activity: Q3 2020 in Review
58 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in The Southern Company (SOLN) for Q3 2020, worth a combined $1.47B — up 3.8% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SOLN positions and 8 closed out — a net gain of 3 holders — while 9 added to existing stakes and 24 trimmed.
The largest buyer was Franklin Resources, adding an estimated $98.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $31.2M.
- 58 institutional investors held The Southern Company (SOLN) as of Q3 2020, up from 55 in Q2 2020.
- Funds reported $1.47B of The Southern Company stock for Q3 2020, up 3.8% quarter-over-quarter.
- 11 funds opened new The Southern Company positions in Q3 2020 and 8 closed out, a net change of +3 holders.
- The largest The Southern Company buyer in Q3 2020 was Franklin Resources, an estimated $98.6M added.
- The largest The Southern Company seller in Q3 2020 was T. Rowe Price Associates, an estimated $31.2M sold.
Based on aggregated 13F filings for Q3 2020.