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Southern Company
SO

Overview Fund Activity

1,481 hedge funds and large institutions have $39.1B invested in Southern Company in 2021 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 598 increasing their positions, 519 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
-17
Holders Change %
-1.13%
% of All Funds
26.01%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
93
Increased
598
Reduced
519
Closed
86
Calls
$217M
Puts
$267M
Net Calls
-$50.5M
Net Calls Change
-$81.5M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.55B
2
Amundi
2
Amundi
France
$117M
3
EIP
3
Energy Income Partners
Connecticut
$109M
4
Franklin Resources
4
Franklin Resources
California
$1.84B
5
ZP
5
Zimmer Partners
New York
$203M

Top Sellers

1
BlackRock
1
BlackRock
New York
$4.55B
2
Two Sigma Investments
2
Two Sigma Investments
New York
$27.3M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.17B
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$3.81M
5
Millennium Management
5
Millennium Management
New York
$33.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
126
STRS Ohio
Ohio
$23.2M -$27.1K -437 -0.1%
US Bancorp
127
US Bancorp
Minnesota
$23.1M +$1.63M +26,348 +8%
Retirement Systems of Alabama
128
Retirement Systems of Alabama
Alabama
$22.5M -$1.46M -23,638 -6%
UCFA
129
United Capital Financial Advisors
Texas
$22.4M -$354K -5,708 -2%
SEI Investments
130
SEI Investments
Pennsylvania
$22.1M +$190K +3,055 +0.9%
Robeco Institutional Asset Management
131
Robeco Institutional Asset Management
Netherlands
$21.7M -$4.73M -76,405 -18%
AA
132
ALPS Advisors
Colorado
$21.6M -$3.11M -50,141 -13%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$21.4M +$378K +6,103 +2%
LOIM
134
Liberty One Investment Management
Illinois
$21.2M +$247K +3,982 +1%
GHA
135
GW Henssler & Associates
Georgia
$21.1M +$258K +4,169 +1%
AQR Capital Management
136
AQR Capital Management
Connecticut
$21M -$1.44M -23,221 -6%
MAM
137
Martingale Asset Management
Massachusetts
$20.9M -$3.57M -57,600 -15%
NPF
138
Norris Perne & French
Michigan
$20.3M +$456K +7,353 +2%
Aviva
139
Aviva
United Kingdom
$20.1M -$1.12M -18,066 -5%
MWNA
140
Marshall Wace North America
New York
$20M -$43.7M -705,588 -69%
American Century Companies
141
American Century Companies
Missouri
$19.6M -$270K -4,361 -1%
GC
142
Guggenheim Capital
Illinois
$19.5M -$2.6M -41,992 -12%
Baird Financial Group
143
Baird Financial Group
Wisconsin
$19.3M +$1.08M +17,418 +6%
AIG
144
American International Group
New York
$18.9M -$330K -5,332 -2%
RFC
145
Regions Financial Corp
Alabama
$18.9M -$699K -11,288 -4%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$18.4M +$785K +12,674 +4%
ASRS
147
Arizona State Retirement System
Arizona
$18.3M -$51.1K -824 -0.3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
148
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$18.2M -$15M -242,694 -45%
Man Group
149
Man Group
United Kingdom
$17.9M +$15.3M +246,924 +584%
AB
150
Amalgamated Bank
New York
$17.9M -$625K -10,092 -3%
4 5
6
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