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Southern Company
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Overview Fund Activity

1,481 hedge funds and large institutions have $39.1B invested in Southern Company in 2021 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 598 increasing their positions, 519 reducing their positions, and 86 closing their positions.

Holders
1,481
Holders Change
-17
Holders Change %
-1.13%
% of All Funds
26.01%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
93
Increased
598
Reduced
519
Closed
86
Calls
$217M
Puts
$267M
Net Calls
-$50.5M
Net Calls Change
-$81.5M

Top Buyers

1
PAMS
1
Pictet Asset Management (Switzerland)
Switzerland
$295M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.55B
3
Amundi
3
Amundi
France
$117M
4
EIP
4
Energy Income Partners
Connecticut
$109M
5
Franklin Resources
5
Franklin Resources
California
$1.84B

Top Sellers

1
BlackRock
1
BlackRock
New York
$4.55B
2
Two Sigma Investments
2
Two Sigma Investments
New York
$27.3M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.17B
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$3.81M
5
Millennium Management
5
Millennium Management
New York
$33.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
26
Parametric Portfolio Associates
Washington
$210M 3,386,101 -346,259 -9%
ZP
27
Zimmer Partners
New York
$203M 3,281,951 +1,081,600 +49%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$202M 3,262,467 -174,721 -5%
CIA
29
ClearBridge Investments (Australia)
Australia
$201M 3,243,767 +684,315 +27%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$178M 2,864,904 -374,035 -12%
APG Asset Management
31
APG Asset Management
Netherlands
$159M 2,972,265 -300 -0%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$155M 2,503,382 +136,387 +6%
Renaissance Technologies
33
Renaissance Technologies
New York
$152M 2,446,100 +938,769 +62%
Deutsche Bank
34
Deutsche Bank
Germany
$138M 2,229,589 -45,396 -2%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$137M 2,186,984 +131,574 +6%
Hotchkis & Wiley Capital Management
36
Hotchkis & Wiley Capital Management
California
$137M 2,206,324 -90,900 -4%
Barclays
37
Barclays
United Kingdom
$136M 2,193,184 -49,750 -2%
RJA
38
Raymond James & Associates
Florida
$134M 2,154,827 -15,762 -0.7%
Canada Pension Plan Investment Board
39
Canada Pension Plan Investment Board
Ontario, Canada
$132M 2,129,075 +216,110 +11%
Ameriprise
40
Ameriprise
Minnesota
$121M 1,957,725 -266,545 -12%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$121M 1,955,858 -61,572 -3%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$118M 1,903,328 -8,957 -0.5%
CIM
43
Confluence Investment Management
Missouri
$118M 1,902,760 -67,430 -3%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$117M 1,888,712 -33,243 -2%
Amundi
45
Amundi
France
$117M 1,880,002 +1,267,540 +207%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$111M 1,794,370 -28,710 -2%
First Trust Advisors
47
First Trust Advisors
Illinois
$111M 1,783,683 -45,200 -2%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$110M 1,775,560 -25,162 -1%
EIP
49
Energy Income Partners
Connecticut
$109M 1,753,093 +1,198,499 +216%
DPIM
50
Duff & Phelps Investment Management
Illinois
$105M 1,694,903 -8,919 -0.5%
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