Southern Company
1,680 hedge funds and large institutions have $47B invested in Southern Company in 2022 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 704 increasing their positions, 563 reducing their positions, and 98 closing their positions.
62% more funds holding in top 10
Funds holding in top 10: 13 → 21 (+8)
25% more repeat investments, than reductions
Existing positions increased: 704 | Existing positions reduced: 563
5% more call options, than puts
Call options by funds: $285M | Put options by funds: $271M
2% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 98
0.6% more ownership
Funds ownership: 61.62% → 62.22% (+0.6%)
1% less capital invested
Capital invested by funds: $47.3B → $47B (-$240M)
1% less funds holding
Funds holding: 1,699 → 1,680 (-19)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$448M |
| 2 |
Morgan Stanley
New York
|
+$268M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$190M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$145M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$119M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$534M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$148M |
| 3 |
CIA
ClearBridge Investments (Australia)
Sydney,
Australia
|
-$93.9M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$83.1M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$75M |
SO Hedge Fund Activity: Q2 2022 in Review
1,680 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q2 2022, worth a combined $47B — down 0.51% from $47.3B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new SO positions and 98 closed out — a net gain of 2 holders — while 704 added to existing stakes and 563 trimmed.
The largest buyer was BlackRock, adding an estimated $448M. The largest seller was Franklin Resources, cutting an estimated $534M.
- 1,680 institutional investors held Southern Company (SO) as of Q2 2022, down from 1,699 in Q1 2022.
- Funds reported $47B of Southern Company stock for Q2 2022, down 0.51% quarter-over-quarter.
- 100 funds opened new Southern Company positions in Q2 2022 and 98 closed out, a net change of +2 holders.
- The largest Southern Company buyer in Q2 2022 was BlackRock, an estimated $448M added.
- The largest Southern Company seller in Q2 2022 was Franklin Resources, an estimated $534M sold.
Based on aggregated 13F filings for Q2 2022.