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SOLN

The Southern Company
SOLN

Delisted

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

52 hedge funds and large institutions have $1.65B invested in The Southern Company in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

12% more capital invested

Capital invested by funds: $1.47B → $1.65B (+$180M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less funds holding

Funds holding: 5852 (-6)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
52
Holders Change
-6
Holders Change %
-10.34%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
20
Reduced
14
Closed
11
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
$455M +$23.6M +468,287 +6%
Franklin Resources
2
Franklin Resources
California
$401M +$20.2M +401,176 +5%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$208M -$7.35M -146,000 -4%
BlackRock
4
BlackRock
New York
$155M +$19.5M +388,052 +15%
Victory Capital Management
5
Victory Capital Management
Texas
$66.9M +$2.96M +58,849 +5%
Allianz Asset Management
6
Allianz Asset Management
Germany
$43.5M
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$43.5M +$12.3M +243,500 +40%
State Street
8
State Street
Massachusetts
$36.6M +$5.13M +102,000 +17%
ACM
9
Advent Capital Management
New York
$26.9M -$2.92M -58,005 -10%
CAM
10
Camden Asset Management
California
$21.3M -$29.6M -587,400 -58%
Calamos Advisors
11
Calamos Advisors
Illinois
$20.8M
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$18.6M +$1.16M +23,000 +7%
VanEck Associates
13
VanEck Associates
New York
$17.6M +$703K +13,970 +4%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$14.4M +$926K +18,400 +7%
P8IP
15
Pier 88 Investment Partners
California
$14.1M
Invesco
16
Invesco
Georgia
$14M
Bank of America
17
Bank of America
North Carolina
$10.5M +$262K +5,208 +3%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$10.4M +$2.95M +58,542 +41%
Ameriprise
19
Ameriprise
Minnesota
$6.64M -$521K -10,360 -7%
Wells Fargo
20
Wells Fargo
California
$6.04M +$1.9M +37,717 +48%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$5.45M
AAI
22
Aequim Alternative Investments
California
$5.19M -$2.52M -50,000 -33%
AUIM
23
Aegon USA Investment Management
Iowa
$4.83M -$403K -8,000 -8%
KPWS
24
Kestra Private Wealth Services
Texas
$4.53M +$212K +4,204 +5%
AA
25
AQR Arbitrage
Connecticut
$4.38M

SOLN Hedge Fund Activity: Q4 2020 in Review

52 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in The Southern Company (SOLN) for Q4 2020, worth a combined $1.65B — up 12% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SOLN and 5 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 20 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $23.6M. The largest seller was Camden Asset Management, cutting an estimated $29.6M.

  • 52 institutional investors held The Southern Company (SOLN) as of Q4 2020, down from 58 in Q3 2020.
  • Funds reported $1.65B of The Southern Company stock for Q4 2020, up 12% quarter-over-quarter.
  • 5 funds opened new The Southern Company positions in Q4 2020 and 11 closed out, a net change of -6 holders.
  • The largest The Southern Company buyer in Q4 2020 was T. Rowe Price Associates, an estimated $23.6M added.
  • The largest The Southern Company seller in Q4 2020 was Camden Asset Management, an estimated $29.6M sold.

Based on aggregated 13F filings for Q4 2020.