Southern Company
1,734 hedge funds and large institutions have $48.9B invested in Southern Company in 2022 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 733 increasing their positions, 514 reducing their positions, and 95 closing their positions.
116% more first-time investments, than exits
New positions opened: 205 | Existing positions closed: 95
50% more call options, than puts
Call options by funds: $319M | Put options by funds: $212M
43% more repeat investments, than reductions
Existing positions increased: 733 | Existing positions reduced: 514
6% more capital invested
Capital invested by funds: $46B → $48.9B (+$2.9B)
4% more funds holding
Funds holding: 1,660 → 1,734 (+74)
0.79% more ownership
Funds ownership: 62.2% → 62.99% (+0.79%)
42% less funds holding in top 10
Funds holding in top 10: 24 → 14 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$308M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$218M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$183M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$116M |
| 5 |
ZP
Zimmer Partners
New York
|
+$110M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$359M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$188M |
| 3 |
Millennium Management
New York
|
-$132M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$73.3M |
| 5 |
WHRC
W.H. Reaves & Co
Jersey City,
New Jersey
|
-$61.5M |
SO Hedge Fund Activity: Q4 2022 in Review
1,734 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q4 2022, worth a combined $48.9B — up 6.3% from $46B a quarter earlier.
Buyers outnumbered sellers: 205 funds opened new SO positions and 95 closed out — a net gain of 110 holders — while 733 added to existing stakes and 514 trimmed.
The largest buyer was BlackRock, adding an estimated $308M. The largest seller was Fidelity Investments, cutting an estimated $359M.
- 1,734 institutional investors held Southern Company (SO) as of Q4 2022, up from 1,660 in Q3 2022.
- Funds reported $48.9B of Southern Company stock for Q4 2022, up 6.3% quarter-over-quarter.
- 205 funds opened new Southern Company positions in Q4 2022 and 95 closed out, a net change of +110 holders.
- The largest Southern Company buyer in Q4 2022 was BlackRock, an estimated $308M added.
- The largest Southern Company seller in Q4 2022 was Fidelity Investments, an estimated $359M sold.
Based on aggregated 13F filings for Q4 2022.