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Southern Company
SO

Overview Fund Activity

1,700 hedge funds and large institutions have $44.9B invested in Southern Company in 2023 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 655 increasing their positions, 655 reducing their positions, and 117 closing their positions.

Holders
1,700
Holders Change
-14
Holders Change %
-0.82%
% of All Funds
27.11%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
124
Increased
655
Reduced
655
Closed
117
Calls
$314M
Puts
$193M
Net Calls
+$121M
Net Calls Change
-$55.3M

Top Buyers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$348M
2
Capital International Investors
2
Capital International Investors
California
$695M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$485M
4
Ameriprise
4
Ameriprise
Minnesota
$488M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.52B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.22B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$168M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$613M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$607K
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Trust & Banking
26
Mitsubishi UFJ Trust & Banking
Japan
$327M 5,045,353 -217,818 -4%
Wells Fargo
27
Wells Fargo
California
$251M 3,874,730 -257,206 -6%
Ensign Peak Advisors
28
Ensign Peak Advisors
Utah
$246M 3,808,015 -58,107 -2%
UBS AM
29
UBS AM
Illinois
$246M 3,804,992 -20,176 -0.5%
Swiss National Bank
30
Swiss National Bank
Switzerland
$227M 3,507,300 -434,900 -11%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$207M 3,196,432 +291,558 +10%
CIA
32
ClearBridge Investments (Australia)
Australia
$183M 2,826,939 -148,215 -5%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$180M 2,784,659 -52,568 -2%
First Trust Advisors
34
First Trust Advisors
Illinois
$172M 2,662,059 -36,462 -1%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$168M 2,594,605 -5,246,711 -67%
Cohen & Steers
36
Cohen & Steers
New York
$163M 2,512,791 +1,459,237 +139%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$161M 2,480,805 +485,562 +24%
Jennison Associates
38
Jennison Associates
New York
$155M 2,401,601 +213,704 +10%
UBS Group
39
UBS Group
Switzerland
$141M 2,183,222 -36,162 -2%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$137M 2,121,940 +42,459 +2%
Barclays
41
Barclays
United Kingdom
$137M 2,117,102 -103,420 -5%
National Pension Service
42
National Pension Service
South Korea
$136M 2,026,670 +89,838 +5%
RJA
43
Raymond James & Associates
Florida
$134M 2,076,399 -13,967 -0.7%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$133M 1,872,995 -22,666 -1%
LPL Financial
45
LPL Financial
California
$131M 2,028,539 +44,882 +2%
COPPSERS
46
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$131M 2,017,405 +736 +0%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$127M 1,960,043 -17,240 -0.9%
Amundi
48
Amundi
France
$126M 1,891,691 +10 +0%
Canada Pension Plan Investment Board
49
Canada Pension Plan Investment Board
Ontario, Canada
$123M 1,906,657 – –
CIM
50
Confluence Investment Management
Missouri
$119M 1,846,279 -14,703 -0.8%
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