Southern Company
1,489 hedge funds and large institutions have $39.1B invested in Southern Company in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 603 increasing their positions, 518 reducing their positions, and 86 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 603 | Existing positions reduced: 518
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
9% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 86
2% more capital invested
Capital invested by funds: $38.3B → $39.1B (+$836M)
0.14% less ownership
Funds ownership: 59.78% → 59.64% (-0.14%)
1% less funds holding
Funds holding: 1,505 → 1,489 (-16)
19% less call options, than puts
Call options by funds: $217M | Put options by funds: $267M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$147M |
| 2 |
Amundi
Paris,
France
|
+$81.6M |
| 3 |
EIP
Energy Income Partners
Westport,
Connecticut
|
+$77.2M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$76.1M |
| 5 |
ZP
Zimmer Partners
New York
|
+$69.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$109M |
| 2 |
Two Sigma Investments
New York
|
-$67.4M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$67.2M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$59.7M |
| 5 |
Millennium Management
New York
|
-$48.8M |
SO Hedge Fund Activity: Q3 2021 in Review
1,489 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q3 2021, worth a combined $39.1B — up 2.2% from $38.3B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new SO positions and 86 closed out — a net gain of 8 holders — while 603 added to existing stakes and 518 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $147M. The largest seller was BlackRock, cutting an estimated $109M.
- 1,489 institutional investors held Southern Company (SO) as of Q3 2021, down from 1,505 in Q2 2021.
- Funds reported $39.1B of Southern Company stock for Q3 2021, up 2.2% quarter-over-quarter.
- 94 funds opened new Southern Company positions in Q3 2021 and 86 closed out, a net change of +8 holders.
- The largest Southern Company buyer in Q3 2021 was Fidelity Investments, an estimated $147M added.
- The largest Southern Company seller in Q3 2021 was BlackRock, an estimated $109M sold.
Based on aggregated 13F filings for Q3 2021.