The Southern Company
SOLN
SOLN was delisted on the 29th of July, 2022.
58 hedge funds and large institutions have $1.56B invested in The Southern Company in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 7 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less funds holding
Funds holding: 60 → 58 (-2)
8% less capital invested
Capital invested by funds: $1.69B → $1.56B (-$128M)
10% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 20
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$29M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$25.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$15.5M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$7.76M |
| 5 |
CAM
Camden Asset Management
Los Angeles,
California
|
+$4.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$50.4M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$14.3M |
| 3 |
Jane Street
New York
|
-$11M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$8.15M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$5.9M |
SOLN Hedge Fund Activity: Q4 2021 in Review
58 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in The Southern Company (SOLN) for Q4 2021, worth a combined $1.56B — down 7.6% from $1.69B a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of SOLN and 5 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 18 added.
The largest buyer was CBRE Investment Management Listed Real Assets, opening a new position worth an estimated $29M. The largest seller was D.E. Shaw & Co, cutting an estimated $50.4M.
- 58 institutional investors held The Southern Company (SOLN) as of Q4 2021, down from 60 in Q3 2021.
- Funds reported $1.56B of The Southern Company stock for Q4 2021, down 7.6% quarter-over-quarter.
- 5 funds opened new The Southern Company positions in Q4 2021 and 7 closed out, a net change of -2 holders.
- The largest The Southern Company buyer in Q4 2021 was CBRE Investment Management Listed Real Assets, an estimated $29M added.
- The largest The Southern Company seller in Q4 2021 was D.E. Shaw & Co, an estimated $50.4M sold.
Based on aggregated 13F filings for Q4 2021.