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Southern Company
SO

Overview Fund Activity

1,813 hedge funds and large institutions have $51B invested in Southern Company in 2024 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 727 increasing their positions, 690 reducing their positions, and 110 closing their positions.

Holders
1,813
Holders Change
-15
Holders Change %
-0.82%
% of All Funds
26.29%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
121
Increased
727
Reduced
690
Closed
110
Calls
$423M
Puts
$176M
Net Calls
+$247M
Net Calls Change
+$75.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.16B
2
Capital International Investors
2
Capital International Investors
California
$1.72B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$635M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.59B
5
Ameriprise
5
Ameriprise
Minnesota
$685M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$797M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.71B
3
State Street
3
State Street
Massachusetts
$4.14B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.37B
5
Marshall Wace
5
Marshall Wace
United Kingdom
$247K
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
51
Synovus Financial
Georgia
$131M +$16.5M +230,549 +14%
CIM
52
Confluence Investment Management
Missouri
$128M -$1.92M -26,751 -1%
APG Asset Management
53
APG Asset Management
Netherlands
$124M +$2.31M +34,800 +2%
Canada Pension Plan Investment Board
54
Canada Pension Plan Investment Board
Ontario, Canada
$118M -$4.85M -67,608 -4%
Deutsche Bank
55
Deutsche Bank
Germany
$109M -$24.1M -336,104 -18%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$107M -$4.08M -56,886 -4%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$105M -$9.78M -136,263 -9%
Victory Capital Management
58
Victory Capital Management
Texas
$99.5M +$5.55M +77,385 +6%
Empower Advisory Group
59
Empower Advisory Group
Colorado
$95.4M +$3.01M +42,006 +3%
EIP
60
Energy Income Partners
Connecticut
$94.8M +$4.12M +57,381 +5%
Principal Financial Group
61
Principal Financial Group
Iowa
$93.4M +$544K +7,587 +0.6%
Mitsubishi UFJ Asset Management
62
Mitsubishi UFJ Asset Management
Japan
$92.6M +$14.2M +198,164 +18%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$91.8M -$952K -13,267 -1%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$91.5M -$4.88M -67,968 -5%
ZIM
65
Zacks Investment Management
Illinois
$88.8M +$2.46M +34,340 +3%
JCM
66
Junto Capital Management
New York
$86.9M +$86.9M +1,211,647 New
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$84.8M +$423K +6,074 +0.5%
AllianceBernstein
68
AllianceBernstein
Tennessee
$81.9M -$6.48M -90,301 -7%
Adage Capital Partners
69
Adage Capital Partners
Massachusetts
$76.7M -$26.2M -364,700 -25%
Amundi
70
Amundi
France
$76.5M -$56M -793,092 -42%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$75.9M +$28.7M +400,676 +61%
Macquarie Group
72
Macquarie Group
Australia
$75.8M +$405K +5,652 +0.5%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$74.3M -$2.05M -28,582 -3%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$72.3M +$3.53M +49,273 +5%
SIG
75
Stonegate Investment Group
Alabama
$71.3M +$410K +5,710 +0.6%
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