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Southern Company
SO

Overview Fund Activity

1,651 hedge funds and large institutions have $45.9B invested in Southern Company in 2022 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 711 increasing their positions, 562 reducing their positions, and 90 closing their positions.

Holders
1,651
Holders Change
-22
Holders Change %
-1.32%
% of All Funds
28.55%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.42%
New
99
Increased
711
Reduced
562
Closed
90
Calls
$293M
Puts
$255M
Net Calls
+$37.4M
Net Calls Change
+$23.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.28B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.53B
3
Millennium Management
3
Millennium Management
New York
$135M
4
Invesco
4
Invesco
Georgia
$570M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.44B

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.02B
2
APG Asset Management
2
APG Asset Management
Netherlands
$113M
3
Legal & General Group
3
Legal & General Group
United Kingdom
$619M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$3.65M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$58.4M
Name Market Value Shares Shares
Change 		Shares
Change %
DPIM
51
Duff & Phelps Investment Management
Illinois
$98.4M 1,447,492 +49,869 +4%
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$97.8M 1,437,665 +10,979 +0.8%
Adage Capital Partners
53
Adage Capital Partners
Massachusetts
$92.3M 1,358,000 +676,400 +99%
Principal Financial Group
54
Principal Financial Group
Iowa
$90M 1,324,174 +68,823 +5%
WHRC
55
W.H. Reaves & Co
New Jersey
$89.2M 1,312,011 -13,799 -1%
AllianceBernstein
56
AllianceBernstein
Tennessee
$85.8M 1,261,334 +8,369 +0.7%
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$82.8M 1,217,835 +366 +0%
CS
58
Credit Suisse
Switzerland
$81.9M 1,204,649 +9,434 +0.8%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$79.4M 1,167,347 +62 +0%
Barclays
60
Barclays
United Kingdom
$78.9M 1,159,895 +105,735 +10%
ZIM
61
Zacks Investment Management
Illinois
$77.1M 1,133,574 +45,279 +4%
PCA
62
Personal Capital Advisors
California
$76.7M 1,127,294 +18,575 +2%
Cohen & Steers
63
Cohen & Steers
New York
$71.6M 1,053,554 -187,500 -15%
Korea Investment Corp
64
Korea Investment Corp
South Korea
$70M 1,029,066 +127,464 +14%
Truist Financial
65
Truist Financial
North Carolina
$69.4M 1,020,113 -40,675 -4%
UBS Group
66
UBS Group
Switzerland
$69.3M 1,019,518 +66,600 +7%
ORIO
67
Old Republic International (ORI)
Illinois
$65.9M 969,500 -180,000 -16%
Stifel Financial
68
Stifel Financial
Missouri
$65.1M 957,697 +16,305 +2%
Jennison Associates
69
Jennison Associates
New York
$65.1M 957,530 +957,530 New
Macquarie Group
70
Macquarie Group
Australia
$64.2M 920,044 +83,338 +10%
CCMG
71
Clark Capital Management Group
Pennsylvania
$64M 941,796 +32,685 +4%
Prudential Financial
72
Prudential Financial
New Jersey
$63.6M 923,068 -34,909 -4%
EIP
73
Energy Income Partners
Connecticut
$62.6M 921,060 -706,809 -43%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$61.3M 901,749 +14,997 +2%
Marshall Wace
75
Marshall Wace
United Kingdom
$60.1M 883,544 +767,544 +662%
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