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Southern Company
SO

Overview Fund Activity

1,651 hedge funds and large institutions have $45.9B invested in Southern Company in 2022 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 711 increasing their positions, 562 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,651
Holders Change
-22
Holders Change %
-1.32%
% of All Funds
28.55%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.42%
New
99
Increased
711
Reduced
562
Closed
90
Calls
$293M
Puts
$255M
Net Calls
+$37.4M
Net Calls Change
+$23.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.28B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.53B
3
Millennium Management
3
Millennium Management
New York
$135M
4
Invesco
4
Invesco
Georgia
$570M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.44B

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.02B
2
APG Asset Management
2
APG Asset Management
Netherlands
$113M
3
Legal & General Group
3
Legal & General Group
United Kingdom
$619M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$3.65M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$235M +$14.6M +214,575 +7%
Norges Bank
27
Norges Bank
Norway
$229M -$8.79M -129,291 -4%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$213M -$46.4M -682,262 -18%
Renaissance Technologies
29
Renaissance Technologies
New York
$208M +$75.9M +1,115,989 +57%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$194M +$27.5M +405,095 +17%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$169M -$4.41M -64,837 -3%
Ameriprise
32
Ameriprise
Minnesota
$150M -$1.79M -26,353 -1%
RJA
33
Raymond James & Associates
Florida
$149M +$2.98M +43,807 +2%
Amundi
34
Amundi
France
$143M +$37.6M +546,456 +36%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$139M +$5.5M +80,900 +4%
Canada Pension Plan Investment Board
36
Canada Pension Plan Investment Board
Ontario, Canada
$139M +$57.2M +841,094 +70%
Millennium Management
37
Millennium Management
New York
$135M +$133M +1,954,279 +7,251%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$128M +$68K +1,000 +0.1%
CIM
39
Confluence Investment Management
Missouri
$127M -$209K -3,068 -0.2%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$124M -$2.46M -36,182 -2%
Victory Capital Management
41
Victory Capital Management
Texas
$124M -$7.78M -114,353 -6%
First Trust Advisors
42
First Trust Advisors
Illinois
$122M -$11.4M -167,484 -9%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$120M -$1.3M -19,148 -1%
National Pension Service
44
National Pension Service
South Korea
$116M +$4.86M +70,097 +4%
Deutsche Bank
45
Deutsche Bank
Germany
$116M -$8.02M -117,877 -6%
SF
46
Synovus Financial
Georgia
$114M -$7.68M -112,923 -6%
APG Asset Management
47
APG Asset Management
Netherlands
$113M -$70.4M -1,014,738 -38%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$113M +$8.62M +126,753 +8%
COPPSERS
49
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$111M +$20.3M +298,322 +22%
LPL Financial
50
LPL Financial
California
$109M +$5.14M +75,541 +5%
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