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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
RFA
876
Reilly Financial Advisors
California
$669K +$319 +5 +0.1%
AWA
877
Acorn Wealth Advisors
Michigan
$669K +$5.29K +83 +0.9%
AA
878
Ancora Advisors
Ohio
$668K -$8.1K -127 -1%
SW
879
Simplicity Wealth
New Jersey
$661K +$614K +9,634 New
PFWA
880
Paces Ferry Wealth Advisors
Georgia
$657K +$21.7K +341 +4%
ACM
881
Advisors Capital Management
New Jersey
$657K +$179K +2,814 +42%
NFG
882
Next Financial Group
Texas
$655K -$52.4K -822 -8%
CA
883
Claro Advisors
Massachusetts
$652K +$17.9K +280 +3%
CAM
884
Congress Asset Management
Massachusetts
$650K -$102K -1,594 -14%
FAIM
885
Financial Advocates Investment Management
Washington
$650K -$28.2K -442 -4%
BMC
886
Benin Management Corp
Connecticut
$649K – – –
ACI
887
Alpha Cubed Investments
California
$648K -$1.53K -24 -0.3%
GC
888
Gilbert & Cook
Iowa
$642K +$19.6K +308 +3%
ETC
889
Exchange Traded Concepts
Oklahoma
$641K -$13.5M -212,424 -96%
ES
890
Eagle Strategies
New York
$635K +$591K +9,264 New
BBHBI
891
B, B, H, & B Inc
Alabama
$634K +$590K +9,252 New
MGP
892
Metis Global Partners
California
$633K +$588K +9,231 New
JE
893
JMAC Enterprises
Pennsylvania
$632K +$593K +9,299 New
CPSAC
894
Chas P. Smith & Associates (CPS)
Florida
$629K – – –
AWM
895
Accurate Wealth Management
Florida
$626K -$6.12K -96 -1%
CHA
896
Carmichael Hill & Associates
Maryland
$626K +$2.61K +41 +0.5%
GC
897
Grimes & Company
Massachusetts
$625K +$3.31K +52 +0.6%
MCWA
898
Meadow Creek Wealth Advisors
Georgia
$625K +$581K +9,112 New
WTFG
899
Wells Trecaso Financial Group
Ohio
$621K – – –
NSIM
900
North Star Investment Management
Illinois
$620K +$31.9K +500 +6%
34 35
36
37 38

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.