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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 %
Chevy Chase Trust
101
Chevy Chase Trust
Maryland
$44.5M 632,771 -5,696 -0.9%
MIM
102
Merewether Investment Management
Texas
$44.3M 630,920 +630,920 New
ECM
103
ExodusPoint Capital Management
New York
$43.9M 624,630 +624,630 New
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$42.9M 610,339 -37,889 -6%
DCM
105
Donaldson Capital Management
Indiana
$41.5M 591,130 +35,881 +6%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$40.1M 570,824 +11,270 +2%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$38.5M 548,417 -3,873 -0.7%
CIA
108
Capital Investment Advisors
Georgia
$38M 540,677 +16,658 +3%
Asset Management One
109
Asset Management One
Japan
$37.2M 529,889 -14,812 -3%
VDI
110
Vaughan David Investments
Illinois
$37.1M 528,360 +3,831 +0.7%
Toronto Dominion Bank
111
Toronto Dominion Bank
Ontario, Canada
$36.6M 521,830 -3,427 -0.7%
Canada Life
112
Canada Life
Manitoba, Canada
$36.6M 518,904 -13,038 -2%
Allspring Global Investments
113
Allspring Global Investments
North Carolina
$35.3M 502,430 +33,379 +7%
EWA
114
EP Wealth Advisors
California
$34.1M 192,000 +185,327 +2,777%
Treasurer of the State of North Carolina
115
Treasurer of the State of North Carolina
North Carolina
$33.5M 476,644 +730 +0.2%
GF
116
Gabelli Funds
New York
$32.1M 456,700 -800 -0.2%
CDH
117
Charles D. Hyman
$31.7M 450,569 +3,267 +0.7%
ELC
118
Edgar Lomax Company
Virginia
$31.2M 443,702 -6,373 -1%
BG
119
Bollard Group
Massachusetts
$30.3M 431,500 +4,082 +1%
MAM
120
Magellan Asset Management
Australia
$30.2M 430,433 +1,783 +0.4%
Millennium Management
121
Millennium Management
New York
$30.1M 428,887 +428,887 New
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$28.4M 404,109 +4,792 +1%
LOIM
123
Liberty One Investment Management
Illinois
$28.4M 403,888 +9,704 +2%
Jane Street
124
Jane Street
New York
$28.2M 401,027 +198,811 +98%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$27.5M 390,981 -3,186 -0.8%
3 4
5
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