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Southern Company
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Overview Fund Activity

1,480 hedge funds and large institutions have $39.2B invested in Southern Company in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 592 increasing their positions, 554 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,480
Holders Change
-10
Holders Change %
-0.67%
% of All Funds
26.06%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.16%
New
105
Increased
592
Reduced
554
Closed
106
Calls
$286M
Puts
$185M
Net Calls
+$100M
Net Calls Change
+$32.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.73B
2
Cohen & Steers
Cohen & Steers
New York
$178M
3
Norges Bank
Norges Bank
Norway
$383M
4
Two Sigma Investments
Two Sigma Investments
New York
$123M
5
ZP
Zimmer Partners
New York
$83.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$18.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$153M
3
Franklin Resources
Franklin Resources
California
$1.92B
4
Stifel Financial
Stifel Financial
Missouri
$49.4M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
126
Bollard Group
Massachusetts
$23.9M +$715K +11,500 +3%
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$23.4M +$502K +8,071 +2%
MAM
128
Martingale Asset Management
Massachusetts
$23.4M +$2.51M +40,400 +12%
TD Asset Management
129
TD Asset Management
Ontario, Canada
$23.2M +$53.6K +862 +0.2%
UCFA
130
United Capital Financial Advisors
Texas
$22.9M +$187K +3,005 +0.8%
Mitsubishi UFJ Asset Management
131
Mitsubishi UFJ Asset Management
Japan
$22.1M +$2.36M +37,999 +12%
US Bancorp
132
US Bancorp
Minnesota
$21.9M -$64.6K -1,040 -0.3%
Aviva
133
Aviva
United Kingdom
$21.9M +$104K +1,675 +0.5%
UIM
134
USS Investment Management
United Kingdom
$21.7M – – –
RFC
135
Regions Financial Corp
Alabama
$21.6M -$2.51M -40,459 -10%
GC
136
Guggenheim Capital
Illinois
$20.9M -$708K -11,393 -3%
GHA
137
GW Henssler & Associates
Georgia
$20.8M -$5.38M -86,632 -21%
LOIM
138
Liberty One Investment Management
Illinois
$20.7M +$732K +11,783 +4%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$20.3M +$496K +7,986 +3%
NPF
140
Norris Perne & French
Michigan
$19.6M -$4.74M -76,291 -19%
AQR Capital Management
141
AQR Capital Management
Connecticut
$19.3M +$3.16M +51,189 +20%
Baird Financial Group
142
Baird Financial Group
Wisconsin
$18.9M +$1.07M +17,196 +6%
ASRS
143
Arizona State Retirement System
Arizona
$18.5M -$440K -7,081 -2%
Janus Henderson Group
144
Janus Henderson Group
United Kingdom
$18.1M -$116M -1,859,533 -86%
GW
145
GW & Wade
Massachusetts
$17.2M -$176K -2,837 -1%
Squarepoint
146
Squarepoint
New York
$17M +$7.4M +119,028 +77%
DIA
147
Davidson Investment Advisors
Montana
$16.8M -$551K -8,865 -3%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$16.8M +$2.37M +38,134 +16%
SOMRS
149
State of Michigan Retirement System
Michigan
$16.5M -$24.9K -400 -0.2%
D.E. Shaw & Co
150
D.E. Shaw & Co
New York
$16.1M -$25.6M -412,030 -61%
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