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SOLN

The Southern Company
SOLN

Delisted

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

63 hedge funds and large institutions have $1.78B invested in The Southern Company in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

15% more capital invested

Capital invested by funds: $1.56B → $1.78B (+$226M)

9% more funds holding

Funds holding: 5863 (+5)

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
19
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$500M +$37.8K +717 +0%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$342M -$128M -2,423,581 -28%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$207M -$4.41M -83,774 -2%
BlackRock
4
BlackRock
New York
$149M -$9.67M -183,732 -6%
Two Sigma Investments
5
Two Sigma Investments
New York
$94.8M +$88.6M +1,683,195 +3,142%
Victory Capital Management
6
Victory Capital Management
Texas
$63.9M -$1.72M -32,753 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$36.4M -$5.27M -100,000 -13%
State Street
8
State Street
Massachusetts
$34.1M -$5.53M -105,000 -14%
CIMLRA
9
CBRE Investment Management Listed Real Assets
Pennsylvania
$30.6M
HSBC Holdings
10
HSBC Holdings
United Kingdom
$27.3M
ACM
11
Advent Capital Management
New York
$24.1M +$421K +8,000 +2%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$23.4M +$2.05M +39,000 +10%
Calamos Advisors
13
Calamos Advisors
Illinois
$21.8M
VanEck Associates
14
VanEck Associates
New York
$21.4M -$1.16M -21,946 -5%
Wells Fargo
15
Wells Fargo
California
$19.2M +$11.4M +216,694 +161%
SC
16
Sculptor Capital
New York
$16.9M +$16.3M +309,183 New
Citadel Advisors
17
Citadel Advisors
Florida
$16.6M +$15.9M +302,878 New
ICA
18
Infrastructure Capital Advisors
New York
$15.8M +$709K +13,474 +5%
P8IP
19
Pier 88 Investment Partners
California
$15.4M +$1.14M +21,643 +8%
Bank of America
20
Bank of America
North Carolina
$14.8M +$1.07M +20,307 +8%
Invesco
21
Invesco
Georgia
$14.5M
MSU
22
Mizuho Securities USA
New York
$10.9M +$10.7M +202,501 New
Ameriprise
23
Ameriprise
Minnesota
$8.08M -$895K -17,000 -10%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$6.17M -$186K -3,540 -3%
AUIM
25
Aegon USA Investment Management
Iowa
$5.52M +$733K +13,918 +16%

SOLN Hedge Fund Activity: Q1 2022 in Review

63 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in The Southern Company (SOLN) for Q1 2022, worth a combined $1.78B — up 15% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SOLN positions and 4 closed out — a net gain of 6 holders — while 19 added to existing stakes and 16 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $88.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $128M.

  • 63 institutional investors held The Southern Company (SOLN) as of Q1 2022, up from 58 in Q4 2021.
  • Funds reported $1.78B of The Southern Company stock for Q1 2022, up 15% quarter-over-quarter.
  • 10 funds opened new The Southern Company positions in Q1 2022 and 4 closed out, a net change of +6 holders.
  • The largest The Southern Company buyer in Q1 2022 was Two Sigma Investments, an estimated $88.6M added.
  • The largest The Southern Company seller in Q1 2022 was T. Rowe Price Associates, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2022.