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Southern Company
SO

Overview Fund Activity

1,828 hedge funds and large institutions have $49.9B invested in Southern Company in 2023 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 645 increasing their positions, 709 reducing their positions, and 84 closing their positions.

Holders
1,828
Holders Change
+128
Holders Change %
+7.53%
% of All Funds
26.81%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
239
Increased
645
Reduced
709
Closed
84
Calls
$399M
Puts
$228M
Net Calls
+$171M
Net Calls Change
+$50.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.37B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.48B
3
Capital International Investors
3
Capital International Investors
California
$1.15B
4
Marshall Wace
4
Marshall Wace
United Kingdom
$111M
5
Barclays
5
Barclays
United Kingdom
$243M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$100M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.1B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.55B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$29.9M
5
ZP
5
Zimmer Partners
New York
$6.31M
Name Market Value Shares Shares
Change 		Shares
Change %
APG Asset Management
51
APG Asset Management
Netherlands
$116M 1,829,151 +109,977 +6%
SF
52
Synovus Financial
Georgia
$112M 1,597,302 -117,263 -7%
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$112M 1,596,559 -203,052 -11%
DPIM
54
Duff & Phelps Investment Management
Illinois
$111M 1,589,167 +77,194 +5%
Marshall Wace
55
Marshall Wace
United Kingdom
$111M 1,578,191 +1,561,891 +9,582%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$109M 1,553,524 -52,064 -3%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$108M 1,537,932 +122,776 +9%
Adage Capital Partners
58
Adage Capital Partners
Massachusetts
$101M 1,434,400 -49,900 -3%
Capital Research Global Investors
59
Capital Research Global Investors
California
$100M 1,429,980 -8,043,335 -85%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$94.2M 1,343,405 -8,429 -0.6%
Victory Capital Management
61
Victory Capital Management
Texas
$91.8M 1,309,068 -8,295 -0.6%
Principal Financial Group
62
Principal Financial Group
Iowa
$90.8M 1,294,450 -4,985 -0.4%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$90.6M 1,292,556 -126,470 -9%
Empower Advisory Group
64
Empower Advisory Group
Colorado
$90.3M 1,288,278 +39,371 +3%
EIP
65
Energy Income Partners
Connecticut
$88.6M 1,263,673 +429,653 +52%
AllianceBernstein
66
AllianceBernstein
Tennessee
$86.4M 1,231,479 +2,271 +0.2%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$85M 1,212,391 -6,928 -0.6%
ZIM
68
Zacks Investment Management
Illinois
$84.4M 1,203,585 -32,433 -3%
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
$83.7M 1,194,366 +221,452 +23%
Mitsubishi UFJ Asset Management
70
Mitsubishi UFJ Asset Management
Japan
$78.9M 1,092,685 +57,831 +6%
Stifel Financial
71
Stifel Financial
Missouri
$75.8M 1,080,994 +6,108 +0.6%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$74.6M 1,064,260 -59,302 -5%
Macquarie Group
73
Macquarie Group
Australia
$73.7M 1,050,823 +84,470 +9%
HighTower Advisors
74
HighTower Advisors
Illinois
$71M 1,011,654 -26,278 -3%
SIG
75
Stonegate Investment Group
Alabama
$69.3M 987,632 +2,656 +0.3%
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