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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
OAM
1401
Oppenheimer Asset Management
New York
$210K +$195K +3,064 New
WP
1402
Wealthspan Partners
Iowa
$210K +$196K +3,069 New
LAS
1403
Lloyd Advisory Services
Georgia
$208K +$956 +15 +0.5%
MFS
1404
Madrona Financial Services
Washington
$208K +$193K +3,030 New
NC
1405
NBW Capital
Massachusetts
$208K +$193K +3,032 New
PCP
1406
Proficio Capital Partners
Massachusetts
$208K +$193K +3,032 New
ST
1407
Sabal Trust
Florida
$208K +$194K +3,038 New
TP
1408
Tranquility Partners
Tennessee
$207K -$102K -1,600 -35%
PI
1409
PineBridge Investments
New York
$207K +$112K +1,764 +140%
V
1410
VeraBank
Texas
$207K +$192K +3,012 New
AP
1411
Appleton Partners
Massachusetts
$207K +$192K +3,013 New
CTFG
1412
Capstone Triton Financial Group
Oklahoma
$207K +$193K +3,025 New
AMAL
1413
Asset Management Advisors LLC
Oklahoma
$206K +$191K +3,000 New
ICA
1414
Infrastructure Capital Advisors
New York
$206K +$191K +3,000 New
SMF
1415
Sterling Manor Financial
New York
$206K +$191K +3,000 New
SWMP
1416
Signature Wealth Management Partners
New Jersey
$205K +$190K +2,986 New
CPIG
1417
Chicago Partners Investment Group
Illinois
$204K +$197K +3,091 New
TC
1418
Truvestments Capital
Florida
$203K +$1.27K +20 +0.7%
CMA
1419
Cedar Mountain Advisors
Oregon
$203K +$1.91K +30 +1%
GP
1420
Greenline Partners
New York
$203K +$188K +2,953 New
FFA
1421
Founders Financial Alliance
North Carolina
$203K +$188K +2,956 New
MWPCG
1422
Measured Wealth Private Client Group
New Hampshire
$203K +$189K +2,967 New
FPS
1423
Fieldpoint Private Securities
Connecticut
$202K +$7.71K +121 +4%
KOC
1424
Koss-Olinger Consulting
Florida
$202K +$187K +2,939 New
LA
1425
LexAurum Advisors
Kansas
$201K +$186K +2,924 New
55 56
57
58 59

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.