Southern Company
1,487 hedge funds and large institutions have $39.2B invested in Southern Company in 2021 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 595 increasing their positions, 558 reducing their positions, and 106 closing their positions.
54% more call options, than puts
Call options by funds: $286M | Put options by funds: $185M
7% more repeat investments, than reductions
Existing positions increased: 595 | Existing positions reduced: 558
3% more capital invested
Capital invested by funds: $38.1B → $39.2B (+$1.11B)
0.95% more ownership
Funds ownership: 58.83% → 59.78% (+0.95%)
0% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 106
1% less funds holding
Funds holding: 1,497 → 1,487 (-10)
31% less funds holding in top 10
Funds holding in top 10: 13 → 9 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$298M |
| 2 |
Cohen & Steers
New York
|
+$171M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$128M |
| 4 |
Two Sigma Investments
New York
|
+$82.8M |
| 5 |
ZP
Zimmer Partners
New York
|
+$80.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$111M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$97.8M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$68.3M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$52.4M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$45.3M |
SO Hedge Fund Activity: Q1 2021 in Review
1,487 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q1 2021, worth a combined $39.2B — up 2.9% from $38.1B a quarter earlier.
Fund positioning in SO was balanced in Q1 2021: 106 funds opened new positions, 106 closed out, 595 added to existing stakes and 558 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $298M. The largest seller was Janus Henderson Group, cutting an estimated $111M.
- 1,487 institutional investors held Southern Company (SO) as of Q1 2021, down from 1,497 in Q4 2020.
- Funds reported $39.2B of Southern Company stock for Q1 2021, up 2.9% quarter-over-quarter.
- 106 funds opened new Southern Company positions in Q1 2021 and 106 closed out, a net change of 0 holders.
- The largest Southern Company buyer in Q1 2021 was T. Rowe Price Associates, an estimated $298M added.
- The largest Southern Company seller in Q1 2021 was Janus Henderson Group, an estimated $111M sold.
Based on aggregated 13F filings for Q1 2021.