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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 Market Value Shares Shares
Change 		Shares
Change %
Natixis Advisors
76
Natixis Advisors
Massachusetts
$69M 961,163 +19,973 +2%
Mawer Investment Management
77
Mawer Investment Management
Alberta, Canada
$68.8M 959,183 +146,111 +18%
HighTower Advisors
78
HighTower Advisors
Illinois
$67.8M 944,091 -67,563 -7%
CS
79
Credit Suisse
Switzerland
$67M 933,252 +3,763 +0.4%
ICG
80
InterOcean Capital Group
Tennessee
$64.1M 893,434 +77,952 +10%
Boston Partners
81
Boston Partners
Massachusetts
$63.2M 880,367 +68,561 +8%
Truist Financial
82
Truist Financial
North Carolina
$62.3M 868,320 -43,747 -5%
WHRC
83
W.H. Reaves & Co
New Jersey
$62.2M 866,668 -10,083 -1%
Stifel Financial
84
Stifel Financial
Missouri
$60.6M 844,902 -236,092 -22%
Korea Investment Corp
85
Korea Investment Corp
South Korea
$60.2M 839,794 +416,329 +98%
BGIM
86
Brandywine Global Investment Management
Pennsylvania
$60.1M 837,702 +837,702 New
Prudential Financial
87
Prudential Financial
New Jersey
$56.9M 793,676 -45,417 -5%
WG
88
Welch Group
Alabama
$56.6M 789,070 +11,248 +1%
ORIO
89
Old Republic International (ORI)
Illinois
$55M 766,000 – –
CCMG
90
Clark Capital Management Group
Pennsylvania
$52.8M 736,134 +7,771 +1%
CAI
91
Capital Advisors Inc
Oklahoma
$51.6M 719,899 +8,672 +1%
RJFSA
92
Raymond James Financial Services Advisors
Florida
$49.5M 689,753 -3,470 -0.5%
CVA
93
Ceredex Value Advisors
Florida
$48M 669,406 +669,406 New
Renaissance Technologies
94
Renaissance Technologies
New York
$47.6M 663,200 +444,800 +204%
SEI Investments
95
SEI Investments
Pennsylvania
$45.6M 634,976 -85,203 -12%
Point72 Asset Management
96
Point72 Asset Management
Connecticut
$45.5M 634,329 +634,329 New
State of New Jersey Common Pension Fund D
97
State of New Jersey Common Pension Fund D
New Jersey
$44.8M 624,178 – –
CIMLRA
98
CBRE Investment Management Listed Real Assets
Pennsylvania
$44M 613,265 -190,282 -24%
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$43.7M 609,445 -5,258 -0.9%
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$43.6M 607,651 +331,508 +120%
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4
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