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Southern Company
SO

Overview Fund Activity

1,693 hedge funds and large institutions have $48.7B invested in Southern Company in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 773 increasing their positions, 540 reducing their positions, and 104 closing their positions.

Holders
1,693
Holders Change
-34
Holders Change %
-1.97%
% of All Funds
27.1%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
110
Increased
773
Reduced
540
Closed
104
Calls
$340M
Puts
$218M
Net Calls
+$122M
Net Calls Change
+$14.7M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$387M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$457M
3
Ameriprise
3
Ameriprise
Minnesota
$391M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.42B
5
Norges Bank
5
Norges Bank
Norway
$569M

Top Sellers

1
Invesco
1
Invesco
Georgia
$457M
2
BlackRock
2
BlackRock
New York
$5.5B
3
State Street
3
State Street
Massachusetts
$4.41B
4
Renaissance Technologies
4
Renaissance Technologies
New York
$85.4M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$838K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$296M -$8.62M -123,841 -3%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$292M +$52.6M +756,390 +22%
Goldman Sachs
28
Goldman Sachs
New York
$284M +$20.4M +292,627 +8%
Ensign Peak Advisors
29
Ensign Peak Advisors
Utah
$268M +$16.2M +233,135 +6%
UBS AM
30
UBS AM
Illinois
$266M -$4.92M -70,688 -2%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$227M -$1.36M -19,490 -0.6%
CIA
32
ClearBridge Investments (Australia)
Australia
$208M +$111M +1,590,049 +113%
First Trust Advisors
33
First Trust Advisors
Illinois
$205M +$23M +330,943 +13%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$191M -$46.9M -673,435 -20%
RJA
35
Raymond James & Associates
Florida
$156M -$39.5K -567 -0%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$147M +$875K +12,575 +0.6%
Jennison Associates
37
Jennison Associates
New York
$144M +$51.7M +743,333 +56%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$136M +$12.6M +181,177 +10%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$136M +$1.42M +20,473 +1%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$135M -$14M -201,227 -9%
Canada Pension Plan Investment Board
41
Canada Pension Plan Investment Board
Ontario, Canada
$134M +$8.46M +121,517 +7%
CIM
42
Confluence Investment Management
Missouri
$131M +$17.3K +248 +0%
LPL Financial
43
LPL Financial
California
$130M +$11M +158,625 +9%
COPPSERS
44
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$129M -$4.81M -69,127 -4%
Adage Capital Partners
45
Adage Capital Partners
Massachusetts
$128M +$35.1M +505,164 +38%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$128M -$7.24M -103,983 -5%
Amundi
47
Amundi
France
$126M +$5.28M +73,781 +4%
ZP
48
Zimmer Partners
New York
$126M +$3.82M +54,923 +3%
Victory Capital Management
49
Victory Capital Management
Texas
$123M -$8.2M -117,888 -6%
National Pension Service
50
National Pension Service
South Korea
$123M +$3.5M +50,644 +3%
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