We are live on ! Find out more
SO icon

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
GJIC
1276
Gamble Jones Investment Counsel
California
$270K – – –
GWCM
1277
Godshalk Welsh Capital Management
Pennsylvania
$269K – – –
SC
1278
Schubert & Co
Texas
$268K +$249K +3,901 New
AGP
1279
Autumn Glory Partners
Texas
$268K +$249K +3,910 New
BMO
1280
Beck Mack & Oliver
New York
$267K – – –
CA
1281
Continuum Advisory
Idaho
$267K +$26.7K +419 +12%
VI
1282
Versor Investments
New York
$267K +$249K +3,900 New
BLC
1283
Brown, Lisle/Cummings
Rhode Island
$266K +$248K +3,886 New
SEP
1284
Southland Equity Partners
Missouri
$266K +$7.97K +125 +3%
GCP
1285
GSA Capital Partners
United Kingdom
$266K -$1.2M -18,800 -83%
CCMD
1286
Cypress Capital Management (Delaware)
Delaware
$265K – – –
RFM
1287
Royal Fund Management
Florida
$265K +$246K +3,865 New
SFS
1288
Stiles Financial Services
Minnesota
$265K +$247K +3,868 New
P
1289
&Partners
Tennessee
$264K – – –
FMWA
1290
Forvis Mazars Wealth Advisors
Missouri
$264K +$246K +3,854 New
ISWM
1291
Independent Solutions Wealth Management
New York
$263K +$244K +3,833 New
WT
1292
Whittier Trust
California
$262K +$108K +1,700 +80%
LDFR
1293
Lehman & Derafelo Financial Resources
Pennsylvania
$260K – – –
SSC
1294
Syverson Strege & Co
Iowa
$260K +$2.42K +38 +1%
BFA
1295
Bill Few Associates
Pennsylvania
$260K +$241K +3,787 New
FWM
1296
FSA Wealth Management
Massachusetts
$259K -$16.3K -256 -6%
CST
1297
Charles Schwab Trust
Nevada
$259K – – –
SEEDPG
1298
S.E.E.D. Planning Group
New York
$259K +$191 +3 +0.1%
SWA
1299
Sutton Wealth Advisors
Florida
$256K – – –
SIMG
1300
Sonora Investment Management Group
Arizona
$256K +$238K +3,739 New
50 51
52
53 54

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.