Southern Company
1,445 hedge funds and large institutions have $40.3B invested in Southern Company in 2019 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 497 increasing their positions, 509 reducing their positions, and 60 closing their positions.
245% more first-time investments, than exits
New positions opened: 207 | Existing positions closed: 60
10% more funds holding
Funds holding: 1,319 → 1,445 (+126)
4% more capital invested
Capital invested by funds: $38.6B → $40.3B (+$1.73B)
0.6% more ownership
Funds ownership: 59.79% → 60.38% (+0.6%)
2% less repeat investments, than reductions
Existing positions increased: 497 | Existing positions reduced: 509
3% less funds holding in top 10
Funds holding in top 10: 30 → 29 (-1)
24% less call options, than puts
Call options by funds: $183M | Put options by funds: $241M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$358M |
| 2 |
State Street
Boston,
Massachusetts
|
+$182M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$135M |
| 4 |
JP Morgan Chase
New York
|
+$132M |
| 5 |
Goldman Sachs
New York
|
+$116M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$208M |
| 2 |
Renaissance Technologies
New York
|
-$161M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$84.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$67M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$61.3M |
SO Hedge Fund Activity: Q4 2019 in Review
1,445 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q4 2019, worth a combined $40.3B — up 4.5% from $38.6B a quarter earlier.
Buyers outnumbered sellers: 207 funds opened new SO positions and 60 closed out — a net gain of 147 holders — while 497 added to existing stakes and 509 trimmed.
The largest buyer was BlackRock, adding an estimated $358M. The largest seller was Franklin Resources, cutting an estimated $208M.
- 1,445 institutional investors held Southern Company (SO) as of Q4 2019, up from 1,319 in Q3 2019.
- Funds reported $40.3B of Southern Company stock for Q4 2019, up 4.5% quarter-over-quarter.
- 207 funds opened new Southern Company positions in Q4 2019 and 60 closed out, a net change of +147 holders.
- The largest Southern Company buyer in Q4 2019 was BlackRock, an estimated $358M added.
- The largest Southern Company seller in Q4 2019 was Franklin Resources, an estimated $208M sold.
Based on aggregated 13F filings for Q4 2019.