We are live on ! Find out more
SOLN

The Southern Company
SOLN

Delisted

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

66 hedge funds and large institutions have $1.75B invested in The Southern Company in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

5% more funds holding

Funds holding: 6366 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $1.78B → $1.75B (-$31.1M)

35% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 23

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
15
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$479M -$6.46M -117,560 -1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$323M -$7.87M -143,280 -2%
Allianz Asset Management
3
Allianz Asset Management
Germany
$204M +$211M +3,850,000 New
BlackRock
4
BlackRock
New York
$144M -$1.25M -22,718 -0.8%
CAM
5
Camden Asset Management
California
$70.2M +$72.9M +1,327,425 New
HSBC Holdings
6
HSBC Holdings
United Kingdom
$57.9M +$32.5M +592,500 +119%
SCM
7
Shaolin Capital Management
Florida
$47.6M +$49.3M +897,620 New
Victory Capital Management
8
Victory Capital Management
Texas
$37.6M -$25.1M -457,983 -39%
State Street
9
State Street
Massachusetts
$30.7M -$2.36M -43,000 -7%
CIMLRA
10
CBRE Investment Management Listed Real Assets
Pennsylvania
$29.7M
VanEck Associates
11
VanEck Associates
New York
$24.4M +$3.78M +68,765 +18%
Two Sigma Investments
12
Two Sigma Investments
New York
$24.4M -$70.1M -1,276,821 -74%
WAM
13
Weiss Asset Management
Massachusetts
$23.3M +$24.2M +440,000 New
Calamos Advisors
14
Calamos Advisors
Illinois
$21.2M
ACM
15
Advent Capital Management
New York
$19.5M -$4.08M -74,300 -17%
Invesco
16
Invesco
Georgia
$16.9M +$2.97M +54,000 +20%
P8IP
17
Pier 88 Investment Partners
California
$16.3M +$1.44M +26,289 +9%
Wells Fargo
18
Wells Fargo
California
$14.6M -$4.19M -76,295 -22%
Bank of America
19
Bank of America
North Carolina
$13.1M -$1.37M -24,886 -9%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$12.9M +$8.24M +150,000 +160%
CL
21
CSS LLC
Illinois
$12.3M +$7.19M +130,857 +130%
MSU
22
Mizuho Securities USA
New York
$11.9M +$1.58M +28,699 +14%
ICA
23
Infrastructure Capital Advisors
New York
$9.17M -$6.27M -114,131 -40%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$9.04M -$27.2M -495,200 -74%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$8.87M +$3.71M +67,500 +68%

SOLN Hedge Fund Activity: Q2 2022 in Review

66 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in The Southern Company (SOLN) for Q2 2022, worth a combined $1.75B — down 1.7% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SOLN positions and 8 closed out — a net gain of 3 holders — while 15 added to existing stakes and 23 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $211M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $199M.

  • 66 institutional investors held The Southern Company (SOLN) as of Q2 2022, up from 63 in Q1 2022.
  • Funds reported $1.75B of The Southern Company stock for Q2 2022, down 1.7% quarter-over-quarter.
  • 11 funds opened new The Southern Company positions in Q2 2022 and 8 closed out, a net change of +3 holders.
  • The largest The Southern Company buyer in Q2 2022 was Allianz Asset Management, an estimated $211M added.
  • The largest The Southern Company seller in Q2 2022 was Manulife (Manufacturers Life Insurance), an estimated $199M sold.

Based on aggregated 13F filings for Q2 2022.