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Southern Company
SO

Overview Fund Activity

1,673 hedge funds and large institutions have $47B invested in Southern Company in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 704 increasing their positions, 559 reducing their positions, and 98 closing their positions.

Holders
1,673
Holders Change
-20
Holders Change %
-1.18%
% of All Funds
28.29%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.36%
New
99
Increased
704
Reduced
559
Closed
98
Calls
$285M
Puts
$271M
Net Calls
+$14M
Net Calls Change
-$29.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.39B
2
Morgan Stanley
2
Morgan Stanley
New York
$619M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.49B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$4.23B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.65B

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.17B
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$0
3
CIA
3
ClearBridge Investments (Australia)
Australia
$0
4
PAM
4
Panagora Asset Management
Massachusetts
$6.3M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.02B
Name Market Value Shares Shares
Change 		Shares
Change %
BGIM
76
Brandywine Global Investment Management
Pennsylvania
$61.4M 860,465 -47,731 -5%
Macquarie Group
77
Macquarie Group
Australia
$61.3M 836,706 -282,187 -25%
Citigroup
78
Citigroup
New York
$60.5M 848,299 +179,636 +27%
HighTower Advisors
79
HighTower Advisors
Illinois
$59.7M 838,257 +27,240 +3%
Mitsubishi UFJ Trust & Banking
80
Mitsubishi UFJ Trust & Banking
Japan
$59.2M 830,666 +51,775 +7%
JPMPWA
81
J.P. Morgan Private Wealth Advisors
California
$56.7M 795,659 +712,443 +856%
State of Wisconsin Investment Board
82
State of Wisconsin Investment Board
Wisconsin
$54.4M 763,454 -28,824 -4%
SIG
83
Stonegate Investment Group
Alabama
$53.8M 754,046 +98,257 +15%
Osaic Holdings
84
Osaic Holdings
Arizona
$52.9M 741,190 +62,886 +9%
WG
85
Welch Group
Alabama
$50.6M 709,180 +10,731 +2%
Natixis Advisors
86
Natixis Advisors
Massachusetts
$49M 687,126 +41,719 +6%
Two Sigma Advisers
87
Two Sigma Advisers
New York
$48.8M 684,000 +684,000 New
Adage Capital Partners
88
Adage Capital Partners
Massachusetts
$48.6M 681,600 +124,900 +22%
Mawer Investment Management
89
Mawer Investment Management
Alberta, Canada
$48.1M 674,778 +953 +0.1%
ICG
90
InterOcean Capital Group
Tennessee
$47.5M 665,791 +22,412 +3%
Citadel Advisors
91
Citadel Advisors
Florida
$46.2M 648,291 -89,844 -12%
Chevy Chase Trust
92
Chevy Chase Trust
Maryland
$46.1M 647,051 +3,700 +0.6%
RJFSA
93
Raymond James Financial Services Advisors
Florida
$45.8M 642,112 +28,659 +5%
CAI
94
Capital Advisors Inc
Oklahoma
$45.2M 634,528 +77,051 +14%
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
$44.9M 630,046 +1,039 +0.2%
State of New Jersey Common Pension Fund D
96
State of New Jersey Common Pension Fund D
New Jersey
$44.8M 628,904 +3,695 +0.6%
Mitsubishi UFJ Asset Management
97
Mitsubishi UFJ Asset Management
Japan
$44.1M 619,102 +46,054 +8%
CIA
98
Capital Investment Advisors
Georgia
$43M 602,975 +13,127 +2%
Canada Life
99
Canada Life
Manitoba, Canada
$41.4M 579,470 -14,363 -2%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$40.7M 570,708 -15,891 -3%
2 3
4
5 6