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Southern Company
SO

1,488 hedge funds and large institutions have $39.2B invested in Southern Company in 2021 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 597 increasing their positions, 556 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $286M | Put options by funds: $185M

7% more repeat investments, than reductions

Existing positions increased: 597 | Existing positions reduced: 556

3% more capital invested

Capital invested by funds: $38.2B → $39.2B (+$1.03B)

0.95% more ownership

Funds ownership: 58.84% → 59.8% (+0.95%)

0% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 106

1% less funds holding

Funds holding: 1,497 → 1,488 (-9)

31% less funds holding in top 10

Funds holding in top 10: 13 → 9 (-4)

Holders
1,488
Holders Change
-9
Holders Change %
-0.6%
% of All Funds
26.12%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.16%
New
106
Increased
597
Reduced
556
Closed
106
Calls
$286M
Puts
$185M
Net Calls
+$100M
Net Calls Change
+$32.9M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$298M
2
Cohen & Steers
Cohen & Steers
New York
+$171M
3
Norges Bank
Norges Bank
Norway
+$128M
4
Two Sigma Investments
Two Sigma Investments
New York
+$82.8M
5
ZP
Zimmer Partners
New York
+$80.1M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$111M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$97.8M
3
Franklin Resources
Franklin Resources
California
-$68.3M
4
Stifel Financial
Stifel Financial
Missouri
-$52.4M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$45.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
1001
Beese Fulmer Investment Management
Ohio
$383K +$27.2K +455 +8%
Jones Financial Companies
1002
Jones Financial Companies
Missouri
$380K -$246K -4,109 -40%
NA
1003
Navellier & Associates
Nevada
$378K -$55.1K -920 -13%
CCB
1004
Cutter & Co Brokerage
Missouri
$378K +$89.9K +1,501 +33%
TI
1005
Tidal Investments
Wisconsin
$377K +$87.1K +1,455 +32%
TC
1006
Telemus Capital
Michigan
$375K +$1.86K +31 +0.5%
SS
1007
Simplicity Solutions
Minnesota
$373K -$3.17M -52,924 -90%
KFC
1008
Klingenstein Fields & Co
New York
$372K – – –
SC
1009
Schulhoff & Co
Ohio
$372K – – –
Bessemer Group
1010
Bessemer Group
New Jersey
$371K -$239K -3,996 -40%
WCAMG
1011
Woodard & Company Asset Management Group
North Carolina
$371K – – –
CCM
1012
Covington Capital Management
California
$371K +$1.38K +23 +0.4%
AWM
1013
Aevitas Wealth Management
Massachusetts
$371K +$1.68K +28 +0.5%
KM
1014
Kalos Management
Georgia
$371K +$3.29K +55 +1%
STC
1015
Sarah T. Connolly
$370K – – –
PWPS
1016
Pinnacle Wealth Planning Services
Ohio
$368K +$26.3K +440 +8%
BMO
1017
Beck Mack & Oliver
New York
$367K – – –
VFP
1018
Verus Financial Partners
Virginia
$367K – – –
IP
1019
Isthmus Partners
Wisconsin
$365K – – –
SBL
1020
Sargent Bickham Lagudis
Colorado
$365K +$11.4K +190 +3%
FIM
1021
Freedom Investment Management
Connecticut
$365K +$101K +1,679 +40%
MGIA
1022
Moneta Group Investment Advisors
Missouri
$363K +$74.8K +1,249 +27%
PJSIMP
1023
P.J. Schmidt Investment Management (PJS)
Wisconsin
$362K -$18K -300 -5%
FNBTCON
1024
First National Bank & Trust Co of Newtown
Pennsylvania
$362K – – –
DJSG
1025
D.J. St. Germain
Massachusetts
$361K – – –
39 40
41
42 43

SO Hedge Fund Activity: Q1 2021 in Review

1,488 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q1 2021, worth a combined $39.2B — up 2.7% from $38.2B a quarter earlier.

Fund positioning in SO was balanced in Q1 2021: 106 funds opened new positions, 106 closed out, 597 added to existing stakes and 556 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $298M. The largest seller was Janus Henderson Group, cutting an estimated $111M.

  • 1,488 institutional investors held Southern Company (SO) as of Q1 2021, down from 1,497 in Q4 2020.
  • Funds reported $39.2B of Southern Company stock for Q1 2021, up 2.7% quarter-over-quarter.
  • 106 funds opened new Southern Company positions in Q1 2021 and 106 closed out, a net change of 0 holders.
  • The largest Southern Company buyer in Q1 2021 was T. Rowe Price Associates, an estimated $298M added.
  • The largest Southern Company seller in Q1 2021 was Janus Henderson Group, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2021.