Southern Company
1,699 hedge funds and large institutions have $47.3B invested in Southern Company in 2022 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 666 increasing their positions, 586 reducing their positions, and 82 closing their positions.
88% more first-time investments, than exits
New positions opened: 154 | Existing positions closed: 82
16% more call options, than puts
Call options by funds: $309M | Put options by funds: $265M
14% more repeat investments, than reductions
Existing positions increased: 666 | Existing positions reduced: 586
8% more capital invested
Capital invested by funds: $43.8B → $47.3B (+$3.43B)
3% more funds holding
Funds holding: 1,652 → 1,699 (+47)
1.08% more ownership
Funds ownership: 60.54% → 61.62% (+1.1%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$923M |
| 2 |
State Street
Boston,
Massachusetts
|
+$690M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$460M |
| 4 |
JP Morgan Chase
New York
|
+$109M |
| 5 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
+$98.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$331M |
| 2 |
BlackRock
New York
|
-$295M |
| 3 |
ZP
Zimmer Partners
New York
|
-$137M |
| 4 |
CIA
ClearBridge Investments (Australia)
Sydney,
Australia
|
-$131M |
| 5 |
Millennium Management
New York
|
-$101M |
SO Hedge Fund Activity: Q1 2022 in Review
1,699 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q1 2022, worth a combined $47.3B — up 7.8% from $43.8B a quarter earlier.
Buyers outnumbered sellers: 154 funds opened new SO positions and 82 closed out — a net gain of 72 holders — while 666 added to existing stakes and 586 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $923M. The largest seller was Franklin Resources, cutting an estimated $331M.
- 1,699 institutional investors held Southern Company (SO) as of Q1 2022, up from 1,652 in Q4 2021.
- Funds reported $47.3B of Southern Company stock for Q1 2022, up 7.8% quarter-over-quarter.
- 154 funds opened new Southern Company positions in Q1 2022 and 82 closed out, a net change of +72 holders.
- The largest Southern Company buyer in Q1 2022 was T. Rowe Price Associates, an estimated $923M added.
- The largest Southern Company seller in Q1 2022 was Franklin Resources, an estimated $331M sold.
Based on aggregated 13F filings for Q1 2022.