SO icon

Southern Company
SO

Overview Fund Activity

1,694 hedge funds and large institutions have $48.7B invested in Southern Company in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 773 increasing their positions, 540 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,694
Holders Change
-33
Holders Change %
-1.91%
% of All Funds
27.11%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
111
Increased
773
Reduced
540
Closed
104
Calls
$340M
Puts
$218M
Net Calls
+$122M
Net Calls Change
+$14.7M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$331M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$283M
3
Ameriprise
Ameriprise
Minnesota
+$235M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$202M
5
Norges Bank
Norges Bank
Norway
+$144M

Top Sellers

1
Invesco
Invesco
Georgia
-$148M
2
BlackRock
BlackRock
New York
-$137M
3
State Street
State Street
Massachusetts
-$129M
4
Renaissance Technologies
Renaissance Technologies
New York
-$122M
5
Marshall Wace
Marshall Wace
United Kingdom
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
251
Fisher Asset Management
Washington
$7.67M -$379K -5,451 -5%
UB
252
UMB Bank
Missouri
$7.58M +$231K +3,318 +3%
KCM
253
Kanawha Capital Management
Virginia
$7.58M +$109K +1,570 +1%
AG
254
Advocate Group
Minnesota
$7.52M -$1.03M -14,735 -12%
BPA
255
Beacon Pointe Advisors
California
$7.32M +$2.28M +32,698 +45%
AMG
256
Advisors Management Group
Wisconsin
$7.25M +$241K +3,461 +3%
Jacobs Levy Equity Management
257
Jacobs Levy Equity Management
New Jersey
$7.19M +$6.88M +98,885 +2,200%
MFA
258
Mayflower Financial Advisors
Massachusetts
$7.17M +$6.19K +89 +0.1%
Man Group
259
Man Group
United Kingdom
$7.14M -$24.3M -340,841 Closed
CB
260
Commerce Bank
Missouri
$7.1M +$58.1K +835 +0.8%
DILIC
261
Dai-ichi Life Insurance Company
Japan
$7.08M +$572K +8,214 +9%
TRSOTSOK
262
Teachers Retirement System of the State of Kentucky
Kentucky
$7.03M – – –
CIP
263
Chartwell Investment Partners
Pennsylvania
$7.02M +$7.02M +100,896 New
ZB
264
Zions Bancorporation
Utah
$6.98M +$1.13M +16,303 +19%
CA
265
Cornerstone Advisors
North Carolina
$6.82M -$1.29M -18,500 -16%
BCIM
266
British Columbia Investment Management
British Columbia, Canada
$6.78M +$62.8K +903 +0.9%
CM
267
Churchill Management
California
$6.78M +$5.57K +80 +0.1%
EIA
268
Edgemoor Investment Advisors
Maryland
$6.76M +$40.1K +576 +0.6%
FPB
269
First PREMIER Bank
South Dakota
$6.62M -$36.2K -520 -0.5%
Rockefeller Capital Management
270
Rockefeller Capital Management
New York
$6.62M -$427K -6,139 -6%
IF
271
Insight Folios
North Carolina
$6.61M +$244K +3,510 +4%
MIA
272
MainStreet Investment Advisors
Illinois
$6.56M +$161K +2,319 +3%
Neuberger Berman Group
273
Neuberger Berman Group
New York
$6.53M -$1.4M -20,171 -18%
SVWAG
274
Sound View Wealth Advisors Group
Georgia
$6.41M -$25.3K -364 -0.4%
HIMCH
275
Hartford Investment Management Co (HIMCO)
Connecticut
$6.38M +$897K +12,890 +16%
9 10
11
12 13