Southern Company
1,660 hedge funds and large institutions have $46B invested in Southern Company in 2022 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 716 increasing their positions, 563 reducing their positions, and 90 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 716 | Existing positions reduced: 563
15% more call options, than puts
Call options by funds: $293M | Put options by funds: $255M
14% more funds holding in top 10
Funds holding in top 10: 21 → 24 (+3)
10% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 90
0.02% less ownership
Funds ownership: 62.22% → 62.2% (-0.02%)
2% less capital invested
Capital invested by funds: $47.2B → $46B (-$1.11B)
1% less funds holding
Funds holding: 1,682 → 1,660 (-22)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$277M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$172M |
| 3 |
Millennium Management
New York
|
+$148M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$132M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$105M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$116M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$76.9M |
| 3 |
Legal & General Group
London,
United Kingdom
|
-$62.8M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$61.1M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$54.7M |
SO Hedge Fund Activity: Q3 2022 in Review
1,660 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q3 2022, worth a combined $46B — down 2.4% from $47.2B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new SO positions and 90 closed out — a net gain of 9 holders — while 716 added to existing stakes and 563 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $277M. The largest seller was Franklin Resources, cutting an estimated $116M.
- 1,660 institutional investors held Southern Company (SO) as of Q3 2022, down from 1,682 in Q2 2022.
- Funds reported $46B of Southern Company stock for Q3 2022, down 2.4% quarter-over-quarter.
- 99 funds opened new Southern Company positions in Q3 2022 and 90 closed out, a net change of +9 holders.
- The largest Southern Company buyer in Q3 2022 was T. Rowe Price Associates, an estimated $277M added.
- The largest Southern Company seller in Q3 2022 was Franklin Resources, an estimated $116M sold.
Based on aggregated 13F filings for Q3 2022.