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Southern Company
SO

Overview Fund Activity

1,693 hedge funds and large institutions have $47.2B invested in Southern Company in 2022 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 666 increasing their positions, 581 reducing their positions, and 82 closing their positions.

Holders
1,693
Holders Change
+48
Holders Change %
+2.92%
% of All Funds
26.79%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
154
Increased
666
Reduced
581
Closed
82
Calls
$309M
Puts
$265M
Net Calls
+$43.2M
Net Calls Change
+$56.6M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.16B
2
State Street
2
State Street
Massachusetts
$4.55B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.34B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$264M
5
Ensign Peak Advisors
5
Ensign Peak Advisors
Utah
$234M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.72B
2
BlackRock
2
BlackRock
New York
$5.04B
3
CIA
3
ClearBridge Investments (Australia)
Australia
$93.9M
4
ZP
4
Zimmer Partners
New York
$0
5
Millennium Management
5
Millennium Management
New York
$6.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$42.5M -$1.31M -18,052 -3%
ZIG
102
Zurich Insurance Group
Switzerland
$42M +$42M +579,273 New
Mitsubishi UFJ Asset Management
103
Mitsubishi UFJ Asset Management
Japan
$41.6M +$3.31M +45,595 +9%
CAI
104
Capital Advisors Inc
Oklahoma
$40.4M +$4.72M +65,090 +13%
Adage Capital Partners
105
Adage Capital Partners
Massachusetts
$40.4M -$27M -372,600 -40%
Allianz Asset Management
106
Allianz Asset Management
Germany
$39.8M +$11.7M +161,186 +42%
Asset Management One
107
Asset Management One
Japan
$38.4M -$1.51M -20,795 -4%
VDI
108
Vaughan David Investments
Illinois
$37M +$335K +4,622 +0.9%
ELC
109
Edgar Lomax Company
Virginia
$35.8M +$8.89M +122,665 +33%
MAM
110
Magellan Asset Management
Australia
$35.2M -$5.98M -82,513 -15%
CDH
111
Charles D. Hyman
$33.3M +$490K +6,758 +1%
GF
112
Gabelli Funds
New York
$32.9M – – –
Treasurer of the State of North Carolina
113
Treasurer of the State of North Carolina
North Carolina
$32.7M +$81.9K +1,130 +0.3%
AQR Capital Management
114
AQR Capital Management
Connecticut
$32.4M +$468K +6,448 +1%
BG
115
Bollard Group
Massachusetts
$30.3M +$60.1K +829 +0.2%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$29.5M +$1.11M +15,377 +4%
HAI
117
Hennessy Advisors Inc
California
$29.2M +$1.36M +18,700 +5%
Russell Investments Group
118
Russell Investments Group
United Kingdom
$28.7M -$2.18M -30,088 -7%
Man Group
119
Man Group
United Kingdom
$27.9M -$4.31M -59,397 -13%
SO
120
STRS Ohio
Ohio
$27.2M +$620K +8,547 +2%
Royal London Asset Management
121
Royal London Asset Management
United Kingdom
$27.1M +$27.1M +373,288 New
TD Asset Management
122
TD Asset Management
Ontario, Canada
$27M -$249K -3,440 -0.9%
UCFA
123
United Capital Financial Advisors
Texas
$26.6M +$199K +2,739 +0.8%
LOIM
124
Liberty One Investment Management
Illinois
$26.4M +$491K +6,776 +2%
ECM
125
ExodusPoint Capital Management
New York
$26.3M +$26.3M +363,212 New
3 4
5
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