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Southern Company
SO

Overview Fund Activity

1,714 hedge funds and large institutions have $48.7B invested in Southern Company in 2023 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 685 increasing their positions, 633 reducing their positions, and 82 closing their positions.

Holders
1,714
Holders Change
+21
Holders Change %
+1.24%
% of All Funds
27.04%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
117
Increased
685
Reduced
633
Closed
82
Calls
$331M
Puts
$155M
Net Calls
+$176M
Net Calls Change
+$54.7M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$392M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.6B
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$159M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$551M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$837M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.04B
2
Bank of America
2
Bank of America
North Carolina
$483M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$19M
4
BlackRock
4
BlackRock
New York
$5.49B
5
Invesco
5
Invesco
Georgia
$402M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$326M 4,634,333 +437,004 +10%
Goldman Sachs
27
Goldman Sachs
New York
$307M 4,372,129 +287,417 +7%
Wells Fargo
28
Wells Fargo
California
$290M 4,131,936 -115,538 -3%
Swiss National Bank
29
Swiss National Bank
Switzerland
$277M 3,942,200 -378,300 -9%
Ensign Peak Advisors
30
Ensign Peak Advisors
Utah
$272M 3,866,122 +17,892 +0.5%
UBS AM
31
UBS AM
Illinois
$266M 3,825,168 – –
CIA
32
ClearBridge Investments (Australia)
Australia
$209M 2,975,154 -19,756 -0.7%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$204M 2,904,874 +163,003 +6%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$199M 2,837,227 -419,245 -13%
First Trust Advisors
35
First Trust Advisors
Illinois
$190M 2,698,521 -249,321 -8%
Point72 Asset Management
36
Point72 Asset Management
Connecticut
$159M 2,260,610 +2,260,610 New
Barclays
37
Barclays
United Kingdom
$156M 2,220,522 +854,522 +63%
UBS Group
38
UBS Group
Switzerland
$156M 2,219,384 +568,961 +34%
Jennison Associates
39
Jennison Associates
New York
$154M 2,187,897 +123,166 +6%
RJA
40
Raymond James & Associates
Florida
$147M 2,090,366 -146,180 -7%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$146M 2,079,481 -35,845 -2%
COPPSERS
42
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$142M 2,016,669 +169,391 +9%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$140M 1,995,243 +43,353 +2%
LPL Financial
44
LPL Financial
California
$139M 1,983,657 +111,981 +6%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$139M 1,977,283 +27,973 +1%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$136M 1,895,661 -37,404 -2%
Canada Pension Plan Investment Board
47
Canada Pension Plan Investment Board
Ontario, Canada
$134M 1,906,657 -14,900 -0.8%
National Pension Service
48
National Pension Service
South Korea
$134M 1,936,832 +156,454 +9%
Amundi
49
Amundi
France
$133M 1,891,681 +129,466 +7%
CIM
50
Confluence Investment Management
Missouri
$131M 1,860,982 -22,099 -1%
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