Southern Company
1,364 hedge funds and large institutions have $34.2B invested in Southern Company in 2020 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 485 increasing their positions, 601 reducing their positions, and 156 closing their positions.
64% more call options, than puts
Call options by funds: $223M | Put options by funds: $136M
0.51% less ownership
Funds ownership: 60.38% → 59.88% (-0.51%)
3% less funds holding in top 10
Funds holding in top 10: 29 → 28 (-1)
6% less funds holding
Funds holding: 1,445 → 1,364 (-81)
15% less capital invested
Capital invested by funds: $40.3B → $34.2B (-$6.14B)
19% less repeat investments, than reductions
Existing positions increased: 485 | Existing positions reduced: 601
39% less first-time investments, than exits
New positions opened: 95 | Existing positions closed: 156
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$129M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$101M |
| 3 |
Renaissance Technologies
New York
|
+$100M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$98.8M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
+$78.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$144M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$136M |
| 3 |
Goldman Sachs
New York
|
-$104M |
| 4 |
BlackRock
New York
|
-$92.1M |
| 5 |
JP Morgan Chase
New York
|
-$86.4M |
SO Hedge Fund Activity: Q1 2020 in Review
1,364 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q1 2020, worth a combined $34.2B — down 15% from $40.3B a quarter earlier.
Sellers outnumbered buyers: 156 funds closed out of SO and 95 opened new positions — a net loss of 61 holders — while 601 trimmed existing stakes and 485 added.
The largest buyer was Vanguard Group, adding an estimated $129M. The largest seller was Zimmer Partners, cutting an estimated $144M.
- 1,364 institutional investors held Southern Company (SO) as of Q1 2020, down from 1,445 in Q4 2019.
- Funds reported $34.2B of Southern Company stock for Q1 2020, down 15% quarter-over-quarter.
- 95 funds opened new Southern Company positions in Q1 2020 and 156 closed out, a net change of -61 holders.
- The largest Southern Company buyer in Q1 2020 was Vanguard Group, an estimated $129M added.
- The largest Southern Company seller in Q1 2020 was Zimmer Partners, an estimated $144M sold.
Based on aggregated 13F filings for Q1 2020.