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Southern Company
SO

1,653 hedge funds and large institutions have $43.8B invested in Southern Company in 2021 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 652 increasing their positions, 494 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more first-time investments, than exits

New positions opened: 263 | Existing positions closed: 75

32% more repeat investments, than reductions

Existing positions increased: 652 | Existing positions reduced: 494

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

12% more capital invested

Capital invested by funds: $39.1B → $43.8B (+$4.73B)

11% more funds holding

Funds holding: 1,489 → 1,653 (+164)

0.9% more ownership

Funds ownership: 59.64% → 60.54% (+0.9%)

5% less call options, than puts

Call options by funds: $281M | Put options by funds: $295M

Holders
1,653
Holders Change
+164
Holders Change %
+11.01%
% of All Funds
25.43%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
263
Increased
652
Reduced
494
Closed
75
Calls
$281M
Puts
$295M
Net Calls
-$13.4M
Net Calls Change
+$37.1M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$557M
2
Morgan Stanley
Morgan Stanley
New York
+$78.6M
3
Millennium Management
Millennium Management
New York
+$67.1M
4
PAM
Panagora Asset Management
Massachusetts
+$48.3M
5
Renaissance Technologies
Renaissance Technologies
New York
+$40M

Top Sellers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
-$81.7M
2
Franklin Resources
Franklin Resources
California
-$72.8M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$52.9M
4
Norges Bank
Norges Bank
Norway
-$52.5M
5
Wells Fargo
Wells Fargo
California
-$50.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
26
UBS AM
Illinois
$235M -$21.3M -333,474 -9%
CIA
27
ClearBridge Investments (Australia)
Australia
$221M -$1.14M -17,831 -0.5%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$215M -$8.18M -128,299 -4%
Renaissance Technologies
29
Renaissance Technologies
New York
$211M +$40M +627,911 +26%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$176M -$18.8M -295,238 -10%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$173M +$1.09M +17,103 +0.7%
APG Asset Management
32
APG Asset Management
Netherlands
$172M -$7.88M -123,600 -4%
RJA
33
Raymond James & Associates
Florida
$150M +$2.52M +39,505 +2%
Hotchkis & Wiley Capital Management
34
Hotchkis & Wiley Capital Management
California
$146M -$5.27M -82,629 -4%
Canada Pension Plan Investment Board
35
Canada Pension Plan Investment Board
Ontario, Canada
$141M -$5.06M -79,366 -4%
JP Morgan Chase
36
JP Morgan Chase
New York
$140M +$9.47M +148,545 +8%
Deutsche Bank
37
Deutsche Bank
Germany
$140M -$12.4M -194,921 -9%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$138M -$10.3M -161,893 -7%
Barclays
39
Barclays
United Kingdom
$138M -$11.1M -174,337 -8%
ZP
40
Zimmer Partners
New York
$137M -$81.7M -1,281,951 -39%
Ameriprise
41
Ameriprise
Minnesota
$135M +$1.22M +19,208 +1%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$132M -$1.72M -26,924 -1%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$132M +$1.16M +18,237 +1%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$127M +$4.57M +71,714 +4%
CIM
45
Confluence Investment Management
Missouri
$126M -$3.94M -61,733 -3%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$125M +$1.45M +22,737 +1%
Ensign Peak Advisors
47
Ensign Peak Advisors
Utah
$122M +$13.8M +216,956 +14%
First Trust Advisors
48
First Trust Advisors
Illinois
$115M -$6.52M -102,228 -6%
Millennium Management
49
Millennium Management
New York
$109M +$67.1M +1,052,909 +195%
National Pension Service
50
National Pension Service
South Korea
$107M -$3.57M -56,068 -3%
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SO Hedge Fund Activity: Q4 2021 in Review

1,653 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q4 2021, worth a combined $43.8B — up 12% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 263 funds opened new SO positions and 75 closed out — a net gain of 188 holders — while 652 added to existing stakes and 494 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $557M. The largest seller was Zimmer Partners, cutting an estimated $81.7M.

  • 1,653 institutional investors held Southern Company (SO) as of Q4 2021, up from 1,489 in Q3 2021.
  • Funds reported $43.8B of Southern Company stock for Q4 2021, up 12% quarter-over-quarter.
  • 263 funds opened new Southern Company positions in Q4 2021 and 75 closed out, a net change of +188 holders.
  • The largest Southern Company buyer in Q4 2021 was T. Rowe Price Associates, an estimated $557M added.
  • The largest Southern Company seller in Q4 2021 was Zimmer Partners, an estimated $81.7M sold.

Based on aggregated 13F filings for Q4 2021.