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Southern Company
SO

Overview Fund Activity

1,869 hedge funds and large institutions have $56.8B invested in Southern Company in 2024 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 731 increasing their positions, 650 reducing their positions, and 89 closing their positions.

Holders
1,869
Holders Change
+56
Holders Change %
+3.09%
% of All Funds
27.19%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
174
Increased
731
Reduced
650
Closed
89
Calls
$414M
Puts
$246M
Net Calls
+$168M
Net Calls Change
-$78.7M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$1.06B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.1B
3
Capital International Investors
3
Capital International Investors
California
$2.24B
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$553M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$181M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.5B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.36B
3
First Trust Advisors
3
First Trust Advisors
Illinois
$49.9M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$21.4M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$601M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$350M -$49.7M -640,494 -12%
Pictet Asset Management
27
Pictet Asset Management
Switzerland
$324M -$33M -425,546 -9%
Mitsubishi UFJ Trust & Banking
28
Mitsubishi UFJ Trust & Banking
Japan
$312M -$23.2M -298,885 -7%
Wells Fargo
29
Wells Fargo
California
$302M -$1.88M -24,208 -0.6%
UBS Group
30
UBS Group
Switzerland
$300M +$71.9M +927,187 +32%
Swiss National Bank
31
Swiss National Bank
Switzerland
$251M -$2.78M -35,900 -1%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$248M -$18.9M -244,056 -7%
Ensign Peak Advisors
33
Ensign Peak Advisors
Utah
$245M -$53.9M -694,935 -18%
Barclays
34
Barclays
United Kingdom
$205M -$12.6M -163,078 -6%
RJA
35
Raymond James & Associates
Florida
$200M +$35.1M +452,075 +21%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$197M +$4.01M +51,751 +2%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$197M -$15.9M -204,992 -7%
Capital Research Global Investors
38
Capital Research Global Investors
California
$188M +$38.8M +500,000 +26%
Cohen & Steers
39
Cohen & Steers
New York
$188M -$4.73M -61,031 -2%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$185M +$23M +297,012 +14%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$181M +$161M +2,080,451 +841%
COPPSERS
42
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$170M +$836K +10,777 +0.5%
National Pension Service
43
National Pension Service
South Korea
$166M +$1.42M +18,295 +0.9%
LPL Financial
44
LPL Financial
California
$166M +$3.14M +40,511 +2%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$165M -$2.45M -31,573 -1%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$160M +$12.7M +162,045 +9%
DPIM
47
Duff & Phelps Investment Management
Illinois
$144M -$1.41M -18,165 -1%
SF
48
Synovus Financial
Georgia
$138M -$3.33M -42,964 -2%
CIA
49
ClearBridge Investments (Australia)
Australia
$135M -$51.2M -660,362 -28%
Deutsche Bank
50
Deutsche Bank
Germany
$133M +$14.4M +185,080 +12%
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