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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 $1.63B invested in The Southern Company in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.62B → $1.63B (+$9.13M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

2% less funds holding

Funds holding: 5352 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
18
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$444M +$7.02M +135,000 +2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$442M -$5.55M -106,706 -1%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$193M -$6.2M -119,171 -3%
BlackRock
4
BlackRock
New York
$148M +$4.7M +90,298 +3%
Victory Capital Management
5
Victory Capital Management
Texas
$71.1M
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$50.8M +$7.8M +150,000 +17%
State Street
7
State Street
Massachusetts
$36.6M
ACM
8
Advent Capital Management
New York
$26.6M +$286K +5,500 +1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$23.4M +$11.7M +225,000 +93%
Calamos Advisors
10
Calamos Advisors
Illinois
$20.3M
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$18M +$4.47M +85,987 +32%
VanEck Associates
12
VanEck Associates
New York
$17.7M -$1.29M -24,853 -7%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$16.8M -$1.36M -26,203 -7%
Invesco
14
Invesco
Georgia
$15.3M +$1.65M +31,644 +12%
P8IP
15
Pier 88 Investment Partners
California
$12.6M +$1.96M +37,730 +18%
ICA
16
Infrastructure Capital Advisors
New York
$11.4M +$1.76M +33,822 +18%
Two Sigma Investments
17
Two Sigma Investments
New York
$10.9M +$11.2M +215,000 New
Bank of America
18
Bank of America
North Carolina
$10.2M -$3.97M -76,371 -27%
Ameriprise
19
Ameriprise
Minnesota
$8.28M
Wells Fargo
20
Wells Fargo
California
$5.42M -$4.44M -85,281 -44%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$5.22M
AUIM
22
Aegon USA Investment Management
Iowa
$4.47M -$146K -2,800 -3%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$3.92M +$201M +3,868,800 New
KPWS
24
Kestra Private Wealth Services
Texas
$3.61M +$365K +7,020 +11%
Federated Hermes
25
Federated Hermes
Pennsylvania
$3.5M

SOLN Hedge Fund Activity: Q2 2021 in Review

52 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in The Southern Company (SOLN) for Q2 2021, worth a combined $1.63B — up 0.56% from $1.62B a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SOLN and 6 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 18 added.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $201M. The largest seller was Weiss Asset Management, exiting entirely with an estimated $10.1M sold.

  • 52 institutional investors held The Southern Company (SOLN) as of Q2 2021, down from 53 in Q1 2021.
  • Funds reported $1.63B of The Southern Company stock for Q2 2021, up 0.56% quarter-over-quarter.
  • 6 funds opened new The Southern Company positions in Q2 2021 and 7 closed out, a net change of -1 holder.
  • The largest The Southern Company buyer in Q2 2021 was Russell Investments Group, an estimated $201M added.
  • The largest The Southern Company seller in Q2 2021 was Weiss Asset Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2021.