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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
WP
1301
WealthPLAN Partners
Nebraska
$255K +$3.57K +56 +2%
UWM
1302
USAdvisors Wealth Management
Minnesota
$255K +$23.1K +363 +11%
NFG
1303
Nadler Financial Group
Illinois
$254K – – –
BWS
1304
BCR Wealth Strategies
Alabama
$254K +$236K +3,703 New
BS
1305
Boenning & Scattergood
Pennsylvania
$253K -$4.46K -70 -2%
SCM
1306
Southport Capital Management
Tennessee
$253K +$235K +3,693 New
GG
1307
Greenwood Gearhart
Arkansas
$252K -$1.4M -22,012 -86%
FAG
1308
Fortitude Advisory Group
Washington
$252K +$234K +3,668 New
RSWM
1309
Robertson Stephens Wealth Management
California
$251K +$3.31K +52 +1%
MPM
1310
MBB Public Markets
Illinois
$251K +$233K +3,661 New
SIC
1311
Shoker Investment Counsel
Ohio
$250K +$1.02K +16 +0.4%
OWA
1312
Octavia Wealth Advisors
Ohio
$250K +$13.3K +208 +6%
TA
1313
TruWealth Advisors
Louisiana
$249K +$128 +2 +0.1%
SIC
1314
Samalin Investment Counsel
New York
$248K +$510 +8 +0.2%
BSB
1315
Bangor Savings Bank
Maine
$247K -$6.38K -100 -3%
ZIG
1316
Zullo Investment Group
Pennsylvania
$247K +$230K +3,606 New
9WM
1317
9258 Wealth Management
Ohio
$247K +$230K +3,608 New
SC
1318
Stephens Consulting
Michigan
$245K +$228K +3,579 New
ATWA
1319
Arbor Trust Wealth Advisors
Michigan
$245K – – –
GWM
1320
Gray Wealth Management
Maine
$245K +$255 +4 +0.1%
GAM
1321
Gotham Asset Management
New York
$243K -$438K -6,869 -66%
FBB
1322
Fulton Breakefield Broenniman
Maryland
$243K – – –
BFPW
1323
BOK Financial Private Wealth
Colorado
$243K +$15.7K +247 +7%
SFPG
1324
Stonebridge Financial Planning Group
Florida
$242K – – –
MF
1325
Meridian Financial
Massachusetts
$242K +$225K +3,522 New
51 52
53
54 55

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.