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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
MGAM
1226
McGowan Group Asset Management
Texas
$299K +$64 +1 +0%
MWM
1227
Minot Wealth Management
Massachusetts
$299K +$893 +14 +0.3%
WT
1228
Washington Trust
Rhode Island
$298K -$37.2K -584 -12%
AA
1229
Altman Advisors
Illinois
$298K – – –
HIC
1230
Harvey Investment Company
Kentucky
$298K – – –
AW
1231
Apricus Wealth
South Carolina
$298K +$277K +4,345 New
KC
1232
Kenfarb & Co
Kentucky
$298K +$277K +4,345 New
RPG
1233
Resource Planning Group
Georgia
$297K -$701 -11 -0.3%
YIA
1234
YHB Investment Advisors
Connecticut
$296K +$18.9K +296 +7%
AAM
1235
Ascension Asset Management
New York
$295K -$25.5K -400 -9%
SCA
1236
Spearhead Capital Advisors
Florida
$295K -$3.76K -59 -1%
TSS
1237
Thomas Story & Son
Indiana
$295K – – –
SCP
1238
Shorepoint Capital Partners
Massachusetts
$293K – – –
WTB
1239
Washington Trust Bank
Washington
$292K – – –
TIM
1240
Thompson Investment Management
Wisconsin
$290K +$893 +14 +0.3%
SAF
1241
Smith Anglin Financial
Texas
$290K +$270K +4,233 New
MIC
1242
Meridian Investment Counsel
California
$288K – – –
EHWM
1243
Eads & Heald Wealth Management
Georgia
$288K +$2.23K +35 +0.8%
MFC
1244
Morris Financial Concepts
South Carolina
$288K +$267K +4,195 New
NF
1245
Norwood Financial
Pennsylvania
$286K +$265K +4,158 New
BOPW
1246
Brandywine Oak Private Wealth
Pennsylvania
$285K – – –
APG
1247
Abacus Planning Group
South Carolina
$284K +$264K +4,141 New
QCG
1248
Quadrant Capital Group
Ohio
$283K -$27.9K -438 -10%
CAM
1249
Cozad Asset Management
Illinois
$283K – – –
PB
1250
Pinnacle Bancorp
Nebraska
$283K – – –
48 49
50
51 52

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.