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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
EN1L
1001
Engine No 1 LLC
California
$497K +$99.1K +1,554 +27%
I
1002
INVST
Indiana
$495K +$502K +7,870 New
GI
1003
Gradient Investments
Minnesota
$493K +$27K +423 +6%
BFG
1004
Berger Financial Group
Minnesota
$491K +$191 +3 +0%
SSG
1005
Summit Securities Group
New York
$488K +$453K +7,111 New
IEFM
1006
IQ EQ Fund Management
Ireland
$486K – – –
LIM
1007
Lathrop Investment Management
Arkansas
$485K – – –
SC
1008
Scotia Capital
Ontario, Canada
$484K -$4.84K -76 -1%
WAAG
1009
Wealth Alliance Advisory Group
Kansas
$483K – – –
MFW
1010
Mosaic Family Wealth
Missouri
$482K -$41.6K -652 -8%
CBFP
1011
Cedar Brook Financial Partners
Ohio
$482K +$448K +7,031 New
CSB
1012
City State Bank
Iowa
$482K +$448K +7,035 New
AIP
1013
Ahrens Investment Partners
Louisiana
$481K – – –
DJYG
1014
David J. Yvars Group
Florida
$481K +$319 +5 +0.1%
EWA
1015
Exencial Wealth Advisors
Oklahoma
$480K +$34.9K +548 +9%
JLBC
1016
J.L. Bainbridge & Co
Florida
$479K -$37.6K -590 -8%
MWM
1017
Marietta Wealth Management
Georgia
$473K -$23.2K -364 -5%
MAA
1018
Mraz Amerine & Associates
California
$473K – – –
GIM
1019
Greylin Investment Management
Virginia
$471K – – –
TWM
1020
Tradition Wealth Management
Minnesota
$471K +$638 +10 +0.1%
AF
1021
Aldebaran Financial
$470K – – –
KFP
1022
Keystone Financial Planning
Ohio
$470K – – –
TC
1023
Telemus Capital
Michigan
$470K – – –
SB
1024
Sunflower Bank
Texas
$467K +$8.93K +140 +2%
PSP
1025
Principal Street Partners
Tennessee
$465K +$35.2K +552 +9%
39 40
41
42 43

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.