Southern Company
1,823 hedge funds and large institutions have $51B invested in Southern Company in 2024 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 729 increasing their positions, 694 reducing their positions, and 111 closing their positions.
140% more call options, than puts
Call options by funds: $423M | Put options by funds: $176M
12% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 111
5% more repeat investments, than reductions
Existing positions increased: 729 | Existing positions reduced: 694
2% more capital invested
Capital invested by funds: $49.9B → $51B (+$1.13B)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
0.01% less ownership
Funds ownership: 65.23% → 65.22% (-0.01%)
1% less funds holding
Funds holding: 1,836 → 1,823 (-13)
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$735M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$521M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$192M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$115M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$113M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$694M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$415M |
| 3 |
State Street
Boston,
Massachusetts
|
-$404M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$227M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$109M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GFPC
1926
Global Financial Private Client
Sarasota,
Florida
| – | -$16.3K | -233 | Closed |
|
|
PS
1927
Planned Solutions
Folsom,
California
| – | -$15.6K | -222 | Closed |
|
|
PK
1928
Pflug Koory
Omaha,
Nebraska
| – | -$11.6K | -165 | Closed |
|
1929
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$11K | -152 | Closed |
|
|
AI
1930
AXS Investments
Port Chester,
New York
| – | -$6.87K | -98 | Closed |
|
|
LIWM
1931
Long Island Wealth Management
Melville,
New York
| – | -$6K | -91 | Closed |
|
|
NMG
1932
New Millennium Group
Sandy,
Utah
| – | -$1.89K | -27 | Closed |
|
|
EC
1933
EntryPoint Capital
New York
| – | -$421 | -6 | Closed |
|
SO Hedge Fund Activity: Q1 2024 in Review
1,823 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q1 2024, worth a combined $51B — up 2.3% from $49.9B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new SO positions and 111 closed out — a net gain of 13 holders — while 729 added to existing stakes and 694 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $735M. The largest seller was Morgan Stanley, cutting an estimated $694M.
- 1,823 institutional investors held Southern Company (SO) as of Q1 2024, down from 1,836 in Q4 2023.
- Funds reported $51B of Southern Company stock for Q1 2024, up 2.3% quarter-over-quarter.
- 124 funds opened new Southern Company positions in Q1 2024 and 111 closed out, a net change of +13 holders.
- The largest Southern Company buyer in Q1 2024 was JP Morgan Chase, an estimated $735M added.
- The largest Southern Company seller in Q1 2024 was Morgan Stanley, an estimated $694M sold.
Based on aggregated 13F filings for Q1 2024.