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Southern Company
SO

Overview Fund Activity

1,828 hedge funds and large institutions have $49.9B invested in Southern Company in 2023 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 645 increasing their positions, 709 reducing their positions, and 84 closing their positions.

Holders
1,828
Holders Change
+128
Holders Change %
+7.53%
% of All Funds
26.81%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
239
Increased
645
Reduced
709
Closed
84
Calls
$399M
Puts
$228M
Net Calls
+$171M
Net Calls Change
+$50.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.37B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.48B
3
Capital International Investors
3
Capital International Investors
California
$1.15B
4
Marshall Wace
4
Marshall Wace
United Kingdom
$111M
5
Barclays
5
Barclays
United Kingdom
$243M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$100M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.1B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.55B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$29.9M
5
ZP
5
Zimmer Partners
New York
$6.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Trust & Banking
26
Mitsubishi UFJ Trust & Banking
Japan
$321M 4,577,501 -467,852 -9%
Ensign Peak Advisors
27
Ensign Peak Advisors
Utah
$300M 4,272,732 +464,717 +12%
Wells Fargo
28
Wells Fargo
California
$276M 3,938,521 +63,791 +2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$249M 3,556,003 +359,571 +11%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$247M 3,529,052 +934,447 +36%
Barclays
31
Barclays
United Kingdom
$243M 3,463,547 +1,346,445 +64%
Swiss National Bank
32
Swiss National Bank
Switzerland
$239M 3,410,200 -97,100 -3%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$194M 2,773,086 -11,573 -0.4%
CIA
34
ClearBridge Investments (Australia)
Australia
$194M 2,771,242 -55,697 -2%
Cohen & Steers
35
Cohen & Steers
New York
$176M 2,503,670 -9,121 -0.4%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$174M 2,487,028 +6,223 +0.3%
Jennison Associates
37
Jennison Associates
New York
$168M 2,397,784 -3,817 -0.2%
UBS Group
38
UBS Group
Switzerland
$163M 2,325,719 +142,497 +7%
First Trust Advisors
39
First Trust Advisors
Illinois
$162M 2,316,630 -345,429 -13%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$151M 2,112,230 +239,235 +13%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$149M 2,119,903 -2,037 -0.1%
National Pension Service
42
National Pension Service
South Korea
$146M 2,085,865 +59,195 +3%
LPL Financial
43
LPL Financial
California
$146M 2,085,459 +56,920 +3%
RJA
44
Raymond James & Associates
Florida
$145M 2,061,760 -14,639 -0.7%
COPPSERS
45
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$144M 2,050,200 +32,795 +2%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$139M 1,978,884 +18,841 +1%
Amundi
47
Amundi
France
$135M 1,877,054 -14,637 -0.8%
Deutsche Bank
48
Deutsche Bank
Germany
$130M 1,859,613 +434,729 +31%
CIM
49
Confluence Investment Management
Missouri
$127M 1,816,728 -29,551 -2%
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$120M 1,712,201 -194,456 -10%
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