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Southern Company
SO

Overview Fund Activity

1,693 hedge funds and large institutions have $48.7B invested in Southern Company in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 773 increasing their positions, 540 reducing their positions, and 104 closing their positions.

Holders
1,693
Holders Change
-34
Holders Change %
-1.97%
% of All Funds
27.1%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
110
Increased
773
Reduced
540
Closed
104
Calls
$340M
Puts
$218M
Net Calls
+$122M
Net Calls Change
+$14.7M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$387M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$457M
3
Ameriprise
3
Ameriprise
Minnesota
$391M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.42B
5
Norges Bank
5
Norges Bank
Norway
$569M

Top Sellers

1
Invesco
1
Invesco
Georgia
$457M
2
BlackRock
2
BlackRock
New York
$5.5B
3
State Street
3
State Street
Massachusetts
$4.41B
4
Renaissance Technologies
4
Renaissance Technologies
New York
$85.4M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$838K
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$122M 1,757,856 -17,908 -1%
SF
52
Synovus Financial
Georgia
$118M 1,691,069 +13,894 +0.8%
UBS Group
53
UBS Group
Switzerland
$115M 1,650,423 +92,667 +6%
Deutsche Bank
54
Deutsche Bank
Germany
$113M 1,619,878 -346,931 -18%
DPIM
55
Duff & Phelps Investment Management
Illinois
$106M 1,518,767 +65,435 +5%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$98.8M 1,420,008 +6,028 +0.4%
APG Asset Management
57
APG Asset Management
Netherlands
$98.1M 1,532,245 -60,236 -4%
Barclays
58
Barclays
United Kingdom
$95M 1,366,000 +71,264 +6%
EIP
59
Energy Income Partners
Connecticut
$93.8M 1,348,339 -10,169 -0.7%
Principal Financial Group
60
Principal Financial Group
Iowa
$93.4M 1,342,041 +19,835 +2%
CS
61
Credit Suisse
Switzerland
$91.9M 1,321,163 +24,426 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
62
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$89.5M 1,286,900 -453,500 -26%
AllianceBernstein
63
AllianceBernstein
Tennessee
$89.1M 1,280,283 +15,300 +1%
Renaissance Technologies
64
Renaissance Technologies
New York
$85.4M 1,227,500 -1,751,450 -59%
ZIM
65
Zacks Investment Management
Illinois
$85M 1,221,864 +44,555 +4%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$84.8M 1,218,465 +800 +0.1%
Empower Advisory Group
67
Empower Advisory Group
Colorado
$82.8M 1,200,539 +1,200,539 New
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$81.3M 1,168,190 -3,096 -0.3%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$78.5M 1,127,640 +657,703 +140%
Truist Financial
70
Truist Financial
North Carolina
$74.1M 1,065,367 +1,350 +0.1%
HighTower Advisors
71
HighTower Advisors
Illinois
$73.9M 1,061,779 +82,242 +8%
Cohen & Steers
72
Cohen & Steers
New York
$73.3M 1,053,554 – –
Prudential Financial
73
Prudential Financial
New Jersey
$72.4M 1,007,294 +28,908 +3%
Stifel Financial
74
Stifel Financial
Missouri
$71.7M 1,030,788 +28,624 +3%
Citigroup
75
Citigroup
New York
$71.7M 1,030,105 +58,055 +6%
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