Southern Company
1,505 hedge funds and large institutions have $38.2B invested in Southern Company in 2021 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 634 increasing their positions, 509 reducing their positions, and 91 closing their positions.
38% more first-time investments, than exits
New positions opened: 126 | Existing positions closed: 91
25% more repeat investments, than reductions
Existing positions increased: 634 | Existing positions reduced: 509
14% more call options, than puts
Call options by funds: $249M | Put options by funds: $217M
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
1% more funds holding
Funds holding: 1,487 → 1,505 (+18)
0.01% less ownership
Funds ownership: 59.8% → 59.78% (-0.01%)
2% less capital invested
Capital invested by funds: $39.2B → $38.2B (-$967M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$196M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$144M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$109M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$104M |
| 5 |
Morgan Stanley
New York
|
+$68.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$505M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$149M |
| 3 |
Bank of New York Mellon
New York
|
-$124M |
| 4 |
Cohen & Steers
New York
|
-$103M |
| 5 |
Two Sigma Advisers
New York
|
-$93.9M |
SO Hedge Fund Activity: Q2 2021 in Review
1,505 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q2 2021, worth a combined $38.2B — down 2.5% from $39.2B a quarter earlier.
Buyers outnumbered sellers: 126 funds opened new SO positions and 91 closed out — a net gain of 35 holders — while 634 added to existing stakes and 509 trimmed.
The largest buyer was BlackRock, adding an estimated $196M. The largest seller was T. Rowe Price Associates, cutting an estimated $505M.
- 1,505 institutional investors held Southern Company (SO) as of Q2 2021, up from 1,487 in Q1 2021.
- Funds reported $38.2B of Southern Company stock for Q2 2021, down 2.5% quarter-over-quarter.
- 126 funds opened new Southern Company positions in Q2 2021 and 91 closed out, a net change of +35 holders.
- The largest Southern Company buyer in Q2 2021 was BlackRock, an estimated $196M added.
- The largest Southern Company seller in Q2 2021 was T. Rowe Price Associates, an estimated $505M sold.
Based on aggregated 13F filings for Q2 2021.