We are live on ! Find out more
SOLN

The Southern Company
SOLN

Delisted

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

60 hedge funds and large institutions have $1.69B invested in The Southern Company in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

15% more funds holding

Funds holding: 5260 (+8)

3% more capital invested

Capital invested by funds: $1.63B → $1.69B (+$54M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
60
Holders Change
+8
Holders Change %
+15.38%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
20
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$460M +$13.1M +250,000 +3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$443M -$357K -6,809 -0.1%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$196M +$2.09M +39,856 +1%
BlackRock
4
BlackRock
New York
$147M -$2.76M -52,715 -2%
Victory Capital Management
5
Victory Capital Management
Texas
$67M +$68.9M +1,313,714 New
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$50.2M -$1.31M -25,000 -2%
State Street
7
State Street
Massachusetts
$41.1M +$4.3M +82,000 +11%
ACM
8
Advent Capital Management
New York
$24M -$2.99M -57,100 -11%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$23.8M
Calamos Advisors
10
Calamos Advisors
Illinois
$20.4M
CAM
11
Camden Asset Management
California
$20.4M +$21M +400,000 New
VanEck Associates
12
VanEck Associates
New York
$20.2M +$2.46M +46,891 +13%
Bank of America
13
Bank of America
North Carolina
$18M +$7.86M +150,000 +74%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$17.8M +$855K +16,310 +5%
Invesco
15
Invesco
Georgia
$15.4M
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$14.3M -$3.99M -76,161 -21%
ICA
17
Infrastructure Capital Advisors
New York
$14.1M +$2.59M +49,413 +22%
P8IP
18
Pier 88 Investment Partners
California
$12.7M
Jane Street
19
Jane Street
New York
$11M +$11.3M +216,490 New
Ameriprise
20
Ameriprise
Minnesota
$8.4M
Wells Fargo
21
Wells Fargo
California
$7.06M +$1.65M +31,396 +29%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$5.7M +$451K +8,600 +8%
AUIM
23
Aegon USA Investment Management
Iowa
$4.79M +$304K +5,800 +7%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$3.95M
Federated Hermes
25
Federated Hermes
Pennsylvania
$3.53M

SOLN Hedge Fund Activity: Q3 2021 in Review

60 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in The Southern Company (SOLN) for Q3 2021, worth a combined $1.69B — up 3.3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SOLN positions and 3 closed out — a net gain of 8 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $68.9M. The largest seller was Two Sigma Investments, cutting an estimated $8.65M.

  • 60 institutional investors held The Southern Company (SOLN) as of Q3 2021, up from 52 in Q2 2021.
  • Funds reported $1.69B of The Southern Company stock for Q3 2021, up 3.3% quarter-over-quarter.
  • 11 funds opened new The Southern Company positions in Q3 2021 and 3 closed out, a net change of +8 holders.
  • The largest The Southern Company buyer in Q3 2021 was Victory Capital Management, an estimated $68.9M added.
  • The largest The Southern Company seller in Q3 2021 was Two Sigma Investments, an estimated $8.65M sold.

Based on aggregated 13F filings for Q3 2021.