SO icon

Southern Company
SO

Overview Fund Activity

1,673 hedge funds and large institutions have $47B invested in Southern Company in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 704 increasing their positions, 559 reducing their positions, and 98 closing their positions.

Holders
1,673
Holders Change
-20
Holders Change %
-1.18%
% of All Funds
28.29%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.36%
New
99
Increased
704
Reduced
559
Closed
98
Calls
$285M
Puts
$271M
Net Calls
+$14M
Net Calls Change
-$29.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.39B
2
Morgan Stanley
2
Morgan Stanley
New York
$619M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.49B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$4.23B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.65B

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.17B
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$0
3
CIA
3
ClearBridge Investments (Australia)
Australia
$0
4
PAM
4
Panagora Asset Management
Massachusetts
$6.3M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.02B
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$252M -$8.83M -123,789 -3%
Norges Bank
27
Norges Bank
Norway
$250M -$44.8M -628,352 -15%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$231M +$9.3M +130,347 +4%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$182M -$3.1M -43,529 -2%
APG Asset Management
30
APG Asset Management
Netherlands
$180M -$7.69M -112,781 -4%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$175M +$5.11M +71,707 +3%
Ameriprise
32
Ameriprise
Minnesota
$159M -$2.69M -37,764 -2%
RJA
33
Raymond James & Associates
Florida
$153M -$3.25M -45,614 -2%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$140M +$9.99M +140,045 +8%
First Trust Advisors
35
First Trust Advisors
Illinois
$140M +$18.8M +263,662 +16%
Renaissance Technologies
36
Renaissance Technologies
New York
$139M +$21M +294,900 +18%
Victory Capital Management
37
Victory Capital Management
Texas
$138M +$11.2M +156,484 +9%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$135M -$1.78M -24,987 -1%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$133M -$550K -7,710 -0.4%
CIM
40
Confluence Investment Management
Missouri
$133M +$649K +9,102 +0.5%
SPF
41
Steven Patrick Farmer
$133M +$133M +1,865,810 New
Deutsche Bank
42
Deutsche Bank
Germany
$130M +$7.35M +103,112 +6%
SF
43
Synovus Financial
Georgia
$128M +$4.67M +65,518 +4%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$127M +$3.18M +44,550 +3%
EIP
45
Energy Income Partners
Connecticut
$116M -$7.4M -103,721 -6%
National Pension Service
46
National Pension Service
South Korea
$115M +$10.5M +146,928 +10%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$112M +$46.7M +653,998 +72%
Amundi
48
Amundi
France
$110M +$40.2M +558,971 +57%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$109M +$4.92M +68,956 +5%
LPL Financial
50
LPL Financial
California
$109M +$10.2M +142,605 +10%
1
2
3 4 5