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Southern Company
SO

Overview Fund Activity

1,813 hedge funds and large institutions have $51B invested in Southern Company in 2024 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 727 increasing their positions, 690 reducing their positions, and 110 closing their positions.

Holders
1,813
Holders Change
-15
Holders Change %
-0.82%
% of All Funds
26.29%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
121
Increased
727
Reduced
690
Closed
110
Calls
$423M
Puts
$176M
Net Calls
+$247M
Net Calls Change
+$75.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.16B
2
Capital International Investors
2
Capital International Investors
California
$1.72B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$635M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.59B
5
Ameriprise
5
Ameriprise
Minnesota
$685M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$797M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.71B
3
State Street
3
State Street
Massachusetts
$4.14B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.37B
5
Marshall Wace
5
Marshall Wace
United Kingdom
$247K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$292M -$41.8M -582,613 -13%
Wells Fargo
27
Wells Fargo
California
$281M -$1.4M -19,477 -0.5%
Ensign Peak Advisors
28
Ensign Peak Advisors
Utah
$277M -$29.6M -413,209 -10%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$247M -$6.55M -91,334 -3%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$244M -$11M -154,008 -4%
Swiss National Bank
31
Swiss National Bank
Switzerland
$234M -$10.3M -144,100 -4%
UBS Group
32
UBS Group
Switzerland
$211M +$43.7M +609,585 +26%
Barclays
33
Barclays
United Kingdom
$201M -$47M -655,107 -19%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$197M -$2.23M -31,045 -1%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$179M +$239K +3,334 +0.1%
Cohen & Steers
36
Cohen & Steers
New York
$178M -$1.78M -24,840 -1%
CIA
37
ClearBridge Investments (Australia)
Australia
$172M -$26.7M -372,041 -13%
First Trust Advisors
38
First Trust Advisors
Illinois
$162M -$3.82M -53,185 -2%
COPPSERS
39
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$157M +$9.74M +135,837 +7%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$155M +$2.98M +41,488 +2%
National Pension Service
41
National Pension Service
South Korea
$152M +$2.68M +37,426 +2%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$152M +$42M +584,913 +38%
RJA
43
Raymond James & Associates
Florida
$152M +$4.19M +58,395 +3%
LPL Financial
44
LPL Financial
California
$151M +$968K +13,500 +0.6%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$149M +$7.53M +104,945 +5%
Jennison Associates
46
Jennison Associates
New York
$140M -$31.6M -440,014 -18%
Capital Research Global Investors
47
Capital Research Global Investors
California
$138M +$35.9M +500,000 +35%
DPIM
48
Duff & Phelps Investment Management
Illinois
$134M +$20.3M +283,578 +18%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$133M -$16.9M -238,085 -11%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$132M +$113M +1,569,716 +591%
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