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Southern Company
SO

Overview Fund Activity

1,714 hedge funds and large institutions have $48.7B invested in Southern Company in 2023 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 685 increasing their positions, 633 reducing their positions, and 82 closing their positions.

Holders
1,714
Holders Change
+21
Holders Change %
+1.24%
% of All Funds
27.04%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
117
Increased
685
Reduced
633
Closed
82
Calls
$331M
Puts
$155M
Net Calls
+$176M
Net Calls Change
+$54.7M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$392M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.6B
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$159M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$551M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$837M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.04B
2
Bank of America
2
Bank of America
North Carolina
$483M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$19M
4
BlackRock
4
BlackRock
New York
$5.49B
5
Invesco
5
Invesco
Georgia
$402M
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
76
Prudential Financial
New Jersey
$69.7M 992,641 -14,653 -1%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$67M 953,618 +21,826 +2%
Mitsubishi UFJ Asset Management
78
Mitsubishi UFJ Asset Management
Japan
$65.9M 937,793 +54,909 +6%
ORIO
79
Old Republic International (ORI)
Illinois
$65.5M 933,000 – –
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$65.5M 932,216 +22,031 +2%
Macquarie Group
81
Macquarie Group
Australia
$64.3M 915,570 +64,941 +8%
Balyasny Asset Management
82
Balyasny Asset Management
Illinois
$60.9M 867,086 +310,851 +56%
Natixis Advisors
83
Natixis Advisors
Massachusetts
$60M 853,430 +59,114 +7%
Mawer Investment Management
84
Mawer Investment Management
Alberta, Canada
$57.2M 814,920 -6,387 -0.8%
Osaic Holdings
85
Osaic Holdings
Arizona
$56.1M 798,318 +10,000 +1%
EIP
86
Energy Income Partners
Connecticut
$55.8M 794,338 -554,001 -41%
Mackenzie Financial
87
Mackenzie Financial
Ontario, Canada
$53.5M 758,812 +96,782 +15%
WG
88
Welch Group
Alabama
$53.5M 761,308 +16,586 +2%
National Bank of Canada
89
National Bank of Canada
Quebec, Canada
$53.5M 755,866 +628,301 +493%
Citadel Advisors
90
Citadel Advisors
Florida
$52.4M 746,174 +746,174 New
ICG
91
InterOcean Capital Group
Tennessee
$51.6M 734,829 +44,667 +6%
CCMG
92
Clark Capital Management Group
Pennsylvania
$51.2M 728,124 +16,056 +2%
CAI
93
Capital Advisors Inc
Oklahoma
$50.8M 723,814 +75,104 +12%
Citigroup
94
Citigroup
New York
$49.1M 698,264 -331,841 -32%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$48.5M 689,982 -177,305 -20%
SEI Investments
96
SEI Investments
Pennsylvania
$48.5M 689,786 +9,475 +1%
Korea Investment Corp
97
Korea Investment Corp
South Korea
$48.4M 688,555 -273,103 -28%
RJFSA
98
Raymond James Financial Services Advisors
Florida
$47.1M 671,043 -2,362 -0.4%
State of New Jersey Common Pension Fund D
99
State of New Jersey Common Pension Fund D
New Jersey
$46M 655,281 – –
State of Wisconsin Investment Board
100
State of Wisconsin Investment Board
Wisconsin
$45.1M 641,650 +64,545 +11%
2 3
4
5 6