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Southern Company
SO

Overview Fund Activity

1,693 hedge funds and large institutions have $48.7B invested in Southern Company in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 773 increasing their positions, 540 reducing their positions, and 104 closing their positions.

Holders
1,693
Holders Change
-34
Holders Change %
-1.97%
% of All Funds
27.1%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
110
Increased
773
Reduced
540
Closed
104
Calls
$340M
Puts
$218M
Net Calls
+$122M
Net Calls Change
+$14.7M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$387M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$457M
3
Ameriprise
3
Ameriprise
Minnesota
$391M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.42B
5
Norges Bank
5
Norges Bank
Norway
$569M

Top Sellers

1
Invesco
1
Invesco
Georgia
$457M
2
BlackRock
2
BlackRock
New York
$5.5B
3
State Street
3
State Street
Massachusetts
$4.41B
4
Renaissance Technologies
4
Renaissance Technologies
New York
$85.4M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$838K
Name Market Value Shares Shares
Change 		Shares
Change %
SIG
76
Stonegate Investment Group
Alabama
$71.6M 1,029,649 +270,560 +36%
CIMLRA
77
CBRE Investment Management Listed Real Assets
Pennsylvania
$71.1M 1,022,427 +510,147 +100%
Korea Investment Corp
78
Korea Investment Corp
South Korea
$66.9M 961,658 -79,379 -8%
ORIO
79
Old Republic International (ORI)
Illinois
$64.9M 933,000 – –
HSBC Holdings
80
HSBC Holdings
United Kingdom
$64.8M 931,792 -346,944 -27%
Mitsubishi UFJ Asset Management
81
Mitsubishi UFJ Asset Management
Japan
$61.4M 882,884 +90,355 +11%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$60.3M 867,287 -131,671 -13%
Macquarie Group
83
Macquarie Group
Australia
$59.9M 850,629 -38,840 -4%
Mawer Investment Management
84
Mawer Investment Management
Alberta, Canada
$57.1M 821,307 +2,068 +0.3%
Natixis Advisors
85
Natixis Advisors
Massachusetts
$55.3M 794,316 +36,839 +5%
Osaic Holdings
86
Osaic Holdings
Arizona
$54.9M 788,318 +18,178 +2%
WG
87
Welch Group
Alabama
$51.8M 744,722 +19,820 +3%
CCMG
88
Clark Capital Management Group
Pennsylvania
$49.5M 712,068 -150,585 -17%
ICG
89
InterOcean Capital Group
Tennessee
$48M 690,162 +14,469 +2%
SEI Investments
90
SEI Investments
Pennsylvania
$47.3M 680,311 +273,487 +67%
RJFSA
91
Raymond James Financial Services Advisors
Florida
$46.9M 673,405 +32,306 +5%
Mackenzie Financial
92
Mackenzie Financial
Ontario, Canada
$46.1M 662,030 -123,272 -16%
State of New Jersey Common Pension Fund D
93
State of New Jersey Common Pension Fund D
New Jersey
$45.6M 655,281 +5,458 +0.8%
CAI
94
Capital Advisors Inc
Oklahoma
$45.1M 648,710 +9,059 +1%
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
$45.1M 648,228 -4,701 -0.7%
Chevy Chase Trust
96
Chevy Chase Trust
Maryland
$44.4M 638,467 +6,340 +1%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$43.4M 624,051 +149,791 +32%
Cerity Partners
98
Cerity Partners
New York
$40.6M 215,326 +10,049 +5%
State of Wisconsin Investment Board
99
State of Wisconsin Investment Board
Wisconsin
$40.2M 577,105 +11,731 +2%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$38.9M 559,554 -4,321 -0.8%
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4
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