SO icon

Southern Company
SO

Overview Fund Activity

1,645 hedge funds and large institutions have $43.8B invested in Southern Company in 2021 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 649 increasing their positions, 491 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,645
Holders Change
+164
Holders Change %
+11.07%
% of All Funds
25.41%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
263
Increased
649
Reduced
491
Closed
75
Calls
$281M
Puts
$295M
Net Calls
-$13.4M
Net Calls Change
+$37.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3B
2
Morgan Stanley
Morgan Stanley
New York
$427M
3
Millennium Management
Millennium Management
New York
$109M
4
PAM
Panagora Asset Management
Massachusetts
$94.4M
5
Renaissance Technologies
Renaissance Technologies
New York
$211M

Top Sellers

1
ZP
Zimmer Partners
New York
$137M
2
Franklin Resources
Franklin Resources
California
$1.96B
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$269M
4
Norges Bank
Norges Bank
Norway
$268M
5
Wells Fargo
Wells Fargo
California
$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAI
126
Hennessy Advisors Inc
California
$26.3M -$1.25M -18,200 -5%
TD Asset Management
127
TD Asset Management
Ontario, Canada
$25.7M -$1.09M -15,946 -4%
US Bancorp
128
US Bancorp
Minnesota
$25.6M +$12.9K +188 +0.1%
ELC
129
Edgar Lomax Company
Virginia
$25.5M -$249K -3,630 -1%
SO
130
STRS Ohio
Ohio
$25.2M -$520K -7,586 -2%
UCFA
131
United Capital Financial Advisors
Texas
$25M +$153K +2,233 +0.6%
LOIM
132
Liberty One Investment Management
Illinois
$24.5M +$1.04M +15,206 +4%
AA
133
ALPS Advisors
Colorado
$24.5M +$564K +8,221 +2%
Retirement Systems of Alabama
134
Retirement Systems of Alabama
Alabama
$24.1M -$854K -12,448 -3%
AII
135
AGF Investments Inc
Ontario, Canada
$24.1M +$8.55M +124,642 +55%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$23.9M +$237K +3,451 +1%
GC
137
Guggenheim Capital
Illinois
$23.5M +$1.92M +27,926 +9%
GHA
138
GW Henssler & Associates
Georgia
$23.4M +$77.6K +1,131 +0.3%
MAM
139
Martingale Asset Management
Massachusetts
$23.2M +$131K +1,909 +0.6%
NPF
140
Norris Perne & French
Michigan
$23M +$477K +6,958 +2%
American Century Companies
141
American Century Companies
Missouri
$22.8M +$1.08M +15,777 +5%
Aviva
142
Aviva
United Kingdom
$21.8M -$414K -6,032 -2%
Robeco Institutional Asset Management
143
Robeco Institutional Asset Management
Netherlands
$21.6M -$2.38M -34,751 -10%
Baird Financial Group
144
Baird Financial Group
Wisconsin
$21.4M +$46.4K +676 +0.2%
Teacher Retirement System of Texas
145
Teacher Retirement System of Texas
Texas
$20.9M -$13.8M -201,009 -40%
AIG
146
American International Group
New York
$20.7M -$185K -2,692 -0.9%
SEI Investments
147
SEI Investments
Pennsylvania
$20.6M -$3.87M -56,364 -16%
ASRS
148
Arizona State Retirement System
Arizona
$19.9M -$358K -5,221 -2%
CAMG
149
CWA Asset Management Group
Florida
$19.6M +$179K +2,608 +0.9%
GW
150
GW & Wade
Massachusetts
$19.5M +$165K +2,412 +0.9%
4 5
6
7 8