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Southern Company
SO

Overview Fund Activity

1,673 hedge funds and large institutions have $47B invested in Southern Company in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 704 increasing their positions, 559 reducing their positions, and 98 closing their positions.

Holders
1,673
Holders Change
-20
Holders Change %
-1.18%
% of All Funds
28.29%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.36%
New
99
Increased
704
Reduced
559
Closed
98
Calls
$285M
Puts
$271M
Net Calls
+$14M
Net Calls Change
-$29.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.39B
2
Morgan Stanley
2
Morgan Stanley
New York
$619M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.49B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$4.23B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.65B

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.17B
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$0
3
CIA
3
ClearBridge Investments (Australia)
Australia
$0
4
PAM
4
Panagora Asset Management
Massachusetts
$6.3M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.02B
Name Market Value Shares Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$102M 1,426,686 +185,752 +15%
DPIM
52
Duff & Phelps Investment Management
Illinois
$99.7M 1,397,623 -64,923 -4%
COPPSERS
53
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$95.4M 1,337,460 +11,981 +0.9%
WHRC
54
W.H. Reaves & Co
New Jersey
$94.5M 1,325,810 -2,002 -0.2%
Principal Financial Group
55
Principal Financial Group
Iowa
$89.5M 1,255,351 +20,687 +2%
AllianceBernstein
56
AllianceBernstein
Tennessee
$89.3M 1,252,965 +26,307 +2%
Cohen & Steers
57
Cohen & Steers
New York
$88.5M 1,241,054 – –
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$86.8M 1,217,469 -64,684 -5%
Canada Pension Plan Investment Board
59
Canada Pension Plan Investment Board
Ontario, Canada
$85.3M 1,195,916 -476,183 -28%
CS
60
Credit Suisse
Switzerland
$85.2M 1,195,215 -57,687 -5%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$83.2M 1,167,285 -3,783 -0.3%
ORIO
62
Old Republic International (ORI)
Illinois
$82M 1,149,500 – –
PCA
63
Personal Capital Advisors
California
$79.1M 1,108,719 -86,721 -7%
ZIM
64
Zacks Investment Management
Illinois
$77.6M 1,088,295 +82,720 +8%
Truist Financial
65
Truist Financial
North Carolina
$75.6M 1,060,788 -12,719 -1%
Barclays
66
Barclays
United Kingdom
$75.2M 1,054,160 -195,247 -16%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$70.3M 986,400 +188,940 +24%
UBS Group
68
UBS Group
Switzerland
$68M 952,918 -42,101 -4%
Prudential Financial
69
Prudential Financial
New Jersey
$67.9M 957,977 -428,073 -31%
Stifel Financial
70
Stifel Financial
Missouri
$67.1M 941,392 +250 +0%
Two Sigma Investments
71
Two Sigma Investments
New York
$66.6M 934,185 +630,570 +208%
CCMG
72
Clark Capital Management Group
Pennsylvania
$64.8M 909,111 +215,777 +31%
Korea Investment Corp
73
Korea Investment Corp
South Korea
$64.3M 901,602 +163,702 +22%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$63.2M 886,752 +8,801 +1%
Mackenzie Financial
75
Mackenzie Financial
Ontario, Canada
$62.5M 875,942 -31,190 -3%
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