Southern Company
1,651 hedge funds and large institutions have $43.9B invested in Southern Company in 2021 Q4 according to their latest regulatory filings, with 262 funds opening new positions, 652 increasing their positions, 495 reducing their positions, and 75 closing their positions.
249% more first-time investments, than exits
New positions opened: 262 | Existing positions closed: 75
32% more repeat investments, than reductions
Existing positions increased: 652 | Existing positions reduced: 495
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 → $43.9B (+$4.81B)
11% more funds holding
Funds holding: 1,489 → 1,651 (+162)
0.89% more ownership
Funds ownership: 59.64% → 60.54% (+0.89%)
5% less call options, than puts
Call options by funds: $281M | Put options by funds: $295M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$557M |
| 2 |
Morgan Stanley
New York
|
+$78.6M |
| 3 |
Millennium Management
New York
|
+$67.1M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$48.3M |
| 5 |
Renaissance Technologies
New York
|
+$40M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$81.7M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$72.8M |
| 3 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$52.9M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$52.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$50.2M |
SO Hedge Fund Activity: Q4 2021 in Review
1,651 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q4 2021, worth a combined $43.9B — up 12% from $39.1B a quarter earlier.
Buyers outnumbered sellers: 262 funds opened new SO positions and 75 closed out — a net gain of 187 holders — while 652 added to existing stakes and 495 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $557M. The largest seller was Zimmer Partners, cutting an estimated $81.7M.
- 1,651 institutional investors held Southern Company (SO) as of Q4 2021, up from 1,489 in Q3 2021.
- Funds reported $43.9B of Southern Company stock for Q4 2021, up 12% quarter-over-quarter.
- 262 funds opened new Southern Company positions in Q4 2021 and 75 closed out, a net change of +187 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.