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Southern Company
SO

Overview Fund Activity

1,490 hedge funds and large institutions have $38.2B invested in Southern Company in 2020 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 525 increasing their positions, 529 reducing their positions, and 70 closing their positions.

Holders
1,490
Holders Change
+134
Holders Change %
+9.88%
% of All Funds
26.44%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
227
Increased
525
Reduced
529
Closed
70
Calls
$222M
Puts
$155M
Net Calls
+$67.3M
Net Calls Change
-$82.1M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$1.97B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$550M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.97B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.21B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$203M

Top Sellers

1
BlackRock
1
BlackRock
New York
$4.4B
2
State Street
2
State Street
Massachusetts
$3.21B
3
KBC Group
3
KBC Group
Belgium
$79.7M
4
Norges Bank
4
Norges Bank
Norway
$247M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.49B
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$231M -$30M -488,603 -12%
PPA
27
Parametric Portfolio Associates
Washington
$213M +$8.42M +137,101 +4%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$203M +$141M +2,295,430 +227%
Invesco
29
Invesco
Georgia
$186M -$6.76M -110,024 -4%
APG Asset Management
30
APG Asset Management
Netherlands
$179M -$7.74M -154,180 -4%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$155M +$1.23M +20,000 +0.8%
Ensign Peak Advisors
32
Ensign Peak Advisors
Utah
$148M +$36.3M +590,437 +33%
RJA
33
Raymond James & Associates
Florida
$134M +$9.1M +148,062 +7%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$132M -$34.6M -562,928 -21%
Ameriprise
35
Ameriprise
Minnesota
$131M +$2.54M +41,378 +2%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$127M +$7.3M +118,900 +6%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$122M -$1.27M -20,743 -1%
UBS Group
38
UBS Group
Switzerland
$121M +$4.41M +71,849 +4%
CIM
39
Confluence Investment Management
Missouri
$121M -$4.14M -67,470 -3%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$120M +$1.85M +30,157 +2%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$119M +$6.36M +103,848 +6%
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$116M +$18M +292,962 +18%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$113M +$377K +6,137 +0.3%
CIA
44
ClearBridge Investments (Australia)
Australia
$108M +$52.6M +856,281 +95%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$106M -$19.8M -322,605 -16%
First Trust Advisors
46
First Trust Advisors
Illinois
$104M -$6.81M -110,783 -6%
Stifel Financial
47
Stifel Financial
Missouri
$103M -$1.59M -25,809 -2%
CS
48
Credit Suisse
Switzerland
$99.7M -$15.9M -258,080 -14%
DPIM
49
Duff & Phelps Investment Management
Illinois
$99.1M -$15M -243,450 -13%
Deutsche Bank
50
Deutsche Bank
Germany
$91.9M -$25.4M -413,331 -22%
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