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Southern Company
SO

Overview Fund Activity

1,869 hedge funds and large institutions have $56.8B invested in Southern Company in 2024 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 731 increasing their positions, 650 reducing their positions, and 89 closing their positions.

Holders
1,869
Holders Change
+56
Holders Change %
+3.09%
% of All Funds
27.19%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
174
Increased
731
Reduced
650
Closed
89
Calls
$414M
Puts
$246M
Net Calls
+$168M
Net Calls Change
-$78.7M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$1.06B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.1B
3
Capital International Investors
3
Capital International Investors
California
$2.24B
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$553M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$181M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.5B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.36B
3
First Trust Advisors
3
First Trust Advisors
Illinois
$49.9M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$21.4M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$601M
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
51
Confluence Investment Management
Missouri
$132M 1,705,562 -84,415 -5%
Canada Pension Plan Investment Board
52
Canada Pension Plan Investment Board
Ontario, Canada
$128M 1,644,593 – –
Jennison Associates
53
Jennison Associates
New York
$127M 1,639,167 -318,603 -16%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$122M 1,574,083 +516,021 +49%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$118M 1,518,960 -603,885 -28%
APG Asset Management
56
APG Asset Management
Netherlands
$117M 1,619,579 -244,372 -13%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$115M 1,484,476 +209,039 +16%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$114M 1,475,372 +15,076 +1%
Mitsubishi UFJ Asset Management
59
Mitsubishi UFJ Asset Management
Japan
$114M 1,472,734 +181,885 +14%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$112M 1,448,692 -47,946 -3%
Empower Advisory Group
61
Empower Advisory Group
Colorado
$104M 1,344,332 +14,048 +1%
Principal Financial Group
62
Principal Financial Group
Iowa
$101M 1,298,226 -3,811 -0.3%
ZIM
63
Zacks Investment Management
Illinois
$99.7M 1,285,557 +47,632 +4%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$98.6M 1,270,836 -8,453 -0.7%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$93.3M 1,202,574 -15,891 -1%
Amundi
66
Amundi
France
$87.8M 1,130,297 +46,335 +4%
EIP
67
Energy Income Partners
Connecticut
$87.8M 1,131,675 -189,379 -14%
AllianceBernstein
68
AllianceBernstein
Tennessee
$87.2M 1,124,452 -16,726 -1%
Macquarie Group
69
Macquarie Group
Australia
$81.6M 1,052,112 -4,363 -0.4%
Stifel Financial
70
Stifel Financial
Missouri
$81.1M 1,045,828 +200,926 +24%
Citigroup
71
Citigroup
New York
$81.1M 1,045,446 +447,900 +75%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$78.7M 1,014,827 +6,524 +0.6%
CCMG
73
Clark Capital Management Group
Pennsylvania
$77.5M 998,971 +262,837 +36%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$75.6M 974,943 -60,735 -6%
Natixis Advisors
75
Natixis Advisors
Massachusetts
$74.7M 963,019 +1,856 +0.2%
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