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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 Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
101
Citigroup
New York
$42.9M +$34.1K +475 +0.1%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$42.4M +$1.21M +16,859 +3%
Osaic Holdings
103
Osaic Holdings
Arizona
$41.7M -$16.5M -229,279 -28%
VDI
104
Vaughan David Investments
Illinois
$40.3M +$193K +2,686 +0.5%
CIA
105
Capital Investment Advisors
Georgia
$39.7M +$825K +11,496 +2%
CII
106
Capital International Inc
California
$39M +$6.43M +89,598 +20%
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$38.4M +$23.7M +330,302 +162%
Toronto Dominion Bank
108
Toronto Dominion Bank
Ontario, Canada
$38.3M -$8.32M -116,022 -18%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$38.3M -$358K -4,995 -0.9%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$38.1M -$889K -12,390 -2%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$37.5M -$2.82M -39,354 -7%
Canada Life
112
Canada Life
Manitoba, Canada
$37.4M +$176K +2,446 +0.5%
Asset Management One
113
Asset Management One
Japan
$35.8M -$1.28M -17,850 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
114
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$35.4M – – –
Treasurer of the State of North Carolina
115
Treasurer of the State of North Carolina
North Carolina
$34.9M +$239K +3,330 +0.7%
RAM
116
Resona Asset Management
Japan
$33.1M +$33.1M +461,361 New
Aberdeen Group
117
Aberdeen Group
United Kingdom
$32.3M +$110K +1,530 +0.3%
Allspring Global Investments
118
Allspring Global Investments
North Carolina
$32.2M -$3.8M -52,976 -11%
CDH
119
Charles D. Hyman
$32.2M +$100K +1,398 +0.3%
MAM
120
Magellan Asset Management
Australia
$32.1M -$1.22K -17 -0%
BG
121
Bollard Group
Massachusetts
$32M +$432K +6,028 +1%
CIC
122
Crawford Investment Counsel
Georgia
$31.5M +$1.13M +15,685 +4%
US Bancorp
123
US Bancorp
Minnesota
$31.2M -$280K -3,900 -0.9%
GF
124
Gabelli Funds
New York
$31.1M -$725K -10,100 -2%
Fidelity International
125
Fidelity International
Bermuda
$30.5M +$26.6M +370,810 +691%
3 4
5
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