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Southern Company
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Overview Fund Activity

1,480 hedge funds and large institutions have $39.2B invested in Southern Company in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 592 increasing their positions, 554 reducing their positions, and 106 closing their positions.

Holders
1,480
Holders Change
-10
Holders Change %
-0.67%
% of All Funds
26.06%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.16%
New
105
Increased
592
Reduced
554
Closed
106
Calls
$286M
Puts
$185M
Net Calls
+$100M
Net Calls Change
+$32.9M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.73B
2
Cohen & Steers
2
Cohen & Steers
New York
$178M
3
Norges Bank
3
Norges Bank
Norway
$383M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$123M
5
ZP
5
Zimmer Partners
New York
$83.1M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$18.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$153M
3
Franklin Resources
3
Franklin Resources
California
$1.92B
4
Stifel Financial
4
Stifel Financial
Missouri
$49.4M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$26.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
26
Parametric Portfolio Associates
Washington
$226M 3,633,795 +161,780 +5%
Invesco
27
Invesco
Georgia
$218M 3,514,102 +483,168 +16%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$190M 3,058,060 -248,335 -8%
Cohen & Steers
29
Cohen & Steers
New York
$178M 2,858,822 +2,858,483 +843,210%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$171M 2,755,955 +1,030,205 +60%
APG Asset Management
31
APG Asset Management
Netherlands
$163M 3,082,265 -492,560 -14%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$154M 2,470,716 -57,400 -2%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$153M 2,465,599 -1,633,521 -40%
Canada Pension Plan Investment Board
34
Canada Pension Plan Investment Board
Ontario, Canada
$150M 2,405,372 +516,261 +27%
Ameriprise
35
Ameriprise
Minnesota
$143M 2,305,813 +170,635 +8%
RJA
36
Raymond James & Associates
Florida
$136M 2,189,393 +13,108 +0.6%
CIA
37
ClearBridge Investments (Australia)
Australia
$133M 2,136,661 +381,090 +22%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$126M 2,024,673 -48,000 -2%
Two Sigma Investments
39
Two Sigma Investments
New York
$123M 1,979,137 +1,382,404 +232%
Ensign Peak Advisors
40
Ensign Peak Advisors
Utah
$122M 1,961,495 -444,477 -18%
CIM
41
Confluence Investment Management
Missouri
$121M 1,954,028 -14,208 -0.7%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$120M 1,924,269 -22,311 -1%
UBS Group
43
UBS Group
Switzerland
$118M 1,899,824 -71,653 -4%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$117M 1,854,229 -89,571 -5%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$116M 1,861,938 -116,178 -6%
First Trust Advisors
46
First Trust Advisors
Illinois
$115M 1,848,001 +154,346 +9%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$114M 1,834,054 -1,997 -0.1%
DPIM
48
Duff & Phelps Investment Management
Illinois
$108M 1,729,850 +116,470 +7%
Deutsche Bank
49
Deutsche Bank
Germany
$107M 1,725,324 +229,991 +15%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$107M 1,719,100 +802,000 +87%
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