The Southern Company
SOLN
SOLN was delisted on the 29th of July, 2022.
53 hedge funds and large institutions have $1.62B invested in The Southern Company in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 9 closing their positions.
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
2% more funds holding
Funds holding: 52 → 53 (+1)
6% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 16
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less capital invested
Capital invested by funds: $1.65B → $1.62B (-$27.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$45.2M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$9.94M |
| 3 |
ICA
Infrastructure Capital Advisors
New York
|
+$9.63M |
| 4 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
+$6.06M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$64.7M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$43.5M |
| 3 |
CAM
Camden Asset Management
Los Angeles,
California
|
-$21.3M |
| 4 |
BlackRock
New York
|
-$7.15M |
| 5 |
AAI
Aequim Alternative Investments
Mill Valley,
California
|
-$5.19M |
SOLN Hedge Fund Activity: Q1 2021 in Review
53 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in The Southern Company (SOLN) for Q1 2021, worth a combined $1.62B — down 1.7% from $1.65B a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SOLN positions and 9 closed out — a net gain of 1 holder — while 17 added to existing stakes and 16 trimmed.
The largest buyer was Franklin Resources, adding an estimated $45.2M. The largest seller was Victory Capital Management, exiting entirely with an estimated $64.7M sold.
- 53 institutional investors held The Southern Company (SOLN) as of Q1 2021, up from 52 in Q4 2020.
- Funds reported $1.62B of The Southern Company stock for Q1 2021, down 1.7% quarter-over-quarter.
- 10 funds opened new The Southern Company positions in Q1 2021 and 9 closed out, a net change of +1 holder.
- The largest The Southern Company buyer in Q1 2021 was Franklin Resources, an estimated $45.2M added.
- The largest The Southern Company seller in Q1 2021 was Victory Capital Management, an estimated $64.7M sold.
Based on aggregated 13F filings for Q1 2021.