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Southern Company
SO

Overview Fund Activity

1,714 hedge funds and large institutions have $48.7B invested in Southern Company in 2023 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 685 increasing their positions, 633 reducing their positions, and 82 closing their positions.

Holders
1,714
Holders Change
+21
Holders Change %
+1.24%
% of All Funds
27.04%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
117
Increased
685
Reduced
633
Closed
82
Calls
$331M
Puts
$155M
Net Calls
+$176M
Net Calls Change
+$54.7M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$392M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.6B
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$159M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$551M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$837M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.04B
2
Bank of America
2
Bank of America
North Carolina
$483M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$19M
4
BlackRock
4
BlackRock
New York
$5.49B
5
Invesco
5
Invesco
Georgia
$402M
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$126M 1,788,769 -47,019 -3%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$121M 1,722,545 -35,311 -2%
SF
53
Synovus Financial
Georgia
$119M 1,700,167 +9,098 +0.5%
Adage Capital Partners
54
Adage Capital Partners
Massachusetts
$115M 1,633,764 -203,700 -11%
APG Asset Management
55
APG Asset Management
Netherlands
$112M 1,741,356 +209,111 +14%
ZP
56
Zimmer Partners
New York
$107M 1,519,585 -284,438 -16%
DPIM
57
Duff & Phelps Investment Management
Illinois
$107M 1,518,696 -71 -0%
Deutsche Bank
58
Deutsche Bank
Germany
$97.9M 1,394,290 -225,588 -14%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$96.6M 1,374,973 -45,035 -3%
Victory Capital Management
60
Victory Capital Management
Texas
$92.8M 1,321,224 -451,070 -25%
Principal Financial Group
61
Principal Financial Group
Iowa
$91.6M 1,303,480 -38,561 -3%
AllianceBernstein
62
AllianceBernstein
Tennessee
$89.5M 1,274,661 -5,622 -0.4%
CS
63
Credit Suisse
Switzerland
$88.9M 1,265,455 -55,708 -4%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$88.7M 1,263,632 +135,992 +12%
ZIM
65
Zacks Investment Management
Illinois
$86.5M 1,231,712 +9,848 +0.8%
CIMLRA
66
CBRE Investment Management Listed Real Assets
Pennsylvania
$86M 1,223,598 +201,171 +20%
Empower Advisory Group
67
Empower Advisory Group
Colorado
$85.5M 1,217,619 +17,080 +1%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$85.2M 1,213,039 -5,426 -0.4%
Caisse de Depot et Placement du Quebec (CDPQ)
69
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$83.8M 1,192,980 -93,920 -7%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$81.1M 1,154,837 -13,353 -1%
HighTower Advisors
71
HighTower Advisors
Illinois
$77.7M 1,105,649 +43,870 +4%
Stifel Financial
72
Stifel Financial
Missouri
$75.2M 1,070,781 +39,993 +4%
Cohen & Steers
73
Cohen & Steers
New York
$74M 1,053,554 – –
SIG
74
Stonegate Investment Group
Alabama
$71.2M 1,013,716 -15,933 -2%
Truist Financial
75
Truist Financial
North Carolina
$71M 1,010,343 -55,024 -5%
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