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Southern Company
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Overview Fund Activity

1,700 hedge funds and large institutions have $44.9B invested in Southern Company in 2023 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 655 increasing their positions, 655 reducing their positions, and 117 closing their positions.

Holders
1,700
Holders Change
-14
Holders Change %
-0.82%
% of All Funds
27.11%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
124
Increased
655
Reduced
655
Closed
117
Calls
$314M
Puts
$193M
Net Calls
+$121M
Net Calls Change
-$55.3M

Top Buyers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$348M
2
Capital International Investors
2
Capital International Investors
California
$695M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$485M
4
Ameriprise
4
Ameriprise
Minnesota
$488M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.52B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.22B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$168M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$613M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$607K
Name Market Value Shares Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$116M 1,799,611 +424,638 +31%
APG Asset Management
52
APG Asset Management
Netherlands
$111M 1,719,174 -22,182 -1%
SF
53
Synovus Financial
Georgia
$111M 1,714,565 +14,398 +0.8%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$104M 1,605,588 -116,957 -7%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$104M 1,600,003 +1,247,579 +354%
DPIM
56
Duff & Phelps Investment Management
Illinois
$97.9M 1,511,973 -6,723 -0.4%
Adage Capital Partners
57
Adage Capital Partners
Massachusetts
$96.1M 1,484,300 -149,464 -9%
Deutsche Bank
58
Deutsche Bank
Germany
$92.2M 1,424,884 +30,594 +2%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$91.8M 1,419,026 -369,743 -21%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$91.6M 1,415,156 +461,538 +48%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$87.5M 1,351,834 +88,202 +7%
Victory Capital Management
62
Victory Capital Management
Texas
$85.3M 1,317,363 -3,861 -0.3%
Principal Financial Group
63
Principal Financial Group
Iowa
$84.1M 1,299,435 -4,045 -0.3%
Empower Advisory Group
64
Empower Advisory Group
Colorado
$80.8M 1,248,907 +31,288 +3%
ZP
65
Zimmer Partners
New York
$80.3M 1,241,485 -278,100 -18%
ZIM
66
Zacks Investment Management
Illinois
$80M 1,236,018 +4,306 +0.3%
AllianceBernstein
67
AllianceBernstein
Tennessee
$79.6M 1,229,208 -45,453 -4%
ECM
68
ExodusPoint Capital Management
New York
$79.2M 1,223,978 +599,348 +96%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$78.9M 1,219,319 +6,280 +0.5%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$72.7M 1,123,562 -31,275 -3%
CIMLRA
71
CBRE Investment Management Listed Real Assets
Pennsylvania
$70.2M 1,085,277 -138,321 -11%
Stifel Financial
72
Stifel Financial
Missouri
$69.6M 1,074,886 +4,105 +0.4%
Osaic Holdings
73
Osaic Holdings
Arizona
$69.5M 1,073,861 +275,543 +35%
HighTower Advisors
74
HighTower Advisors
Illinois
$67.2M 1,037,932 -67,717 -6%
Mitsubishi UFJ Asset Management
75
Mitsubishi UFJ Asset Management
Japan
$67M 1,034,854 +97,061 +10%
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