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Southern Company
SO

Overview Fund Activity

1,673 hedge funds and large institutions have $47B invested in Southern Company in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 704 increasing their positions, 559 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,673
Holders Change
-20
Holders Change %
-1.18%
% of All Funds
28.29%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.36%
New
99
Increased
704
Reduced
559
Closed
98
Calls
$285M
Puts
$271M
Net Calls
+$14M
Net Calls Change
-$29.2M

Top Buyers

1
BlackRock
BlackRock
New York
$5.39B
2
Morgan Stanley
Morgan Stanley
New York
$619M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.49B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.23B
5
Vanguard Group
Vanguard Group
Pennsylvania
$6.65B

Top Sellers

1
Franklin Resources
Franklin Resources
California
$1.17B
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$0
3
CIA
ClearBridge Investments (Australia)
Australia
$0
4
PAM
Panagora Asset Management
Massachusetts
$6.3M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.02B
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$25.2M -$302K -4,232 -1%
ZIG
127
Zurich Insurance Group
Switzerland
$25.2M -$16.1M -225,507 -39%
Retirement Systems of Alabama
128
Retirement Systems of Alabama
Alabama
$25.1M +$77.9K +1,093 +0.3%
GHA
129
GW Henssler & Associates
Georgia
$25M +$132K +1,850 +0.5%
TD Asset Management
130
TD Asset Management
Ontario, Canada
$24.8M -$1.7M -23,803 -6%
AA
131
ALPS Advisors
Colorado
$24.7M -$401K -5,620 -2%
Verition Fund Management
132
Verition Fund Management
Connecticut
$24M +$24M +336,418 New
Russell Investments Group
133
Russell Investments Group
United Kingdom
$23.6M -$4.62M -64,826 -16%
UIM
134
USS Investment Management
United Kingdom
$23.2M +$4.84M +67,885 +26%
State of Tennessee, Department of Treasury
135
State of Tennessee, Department of Treasury
Tennessee
$23.1M +$3.23M +45,344 +16%
AQR Capital Management
136
AQR Capital Management
Connecticut
$22.8M -$8.88M -125,451 -28%
IMRF
137
Illinois Municipal Retirement Fund
Illinois
$22.2M +$4.28M +59,976 +24%
II
138
IFM Investors
Australia
$21.7M -$601K -8,427 -3%
Mariner
139
Mariner
Kansas
$21.6M +$1.25M +17,545 +6%
GC
140
Guggenheim Capital
Illinois
$21.4M -$3.62M -50,800 -14%
Baird Financial Group
141
Baird Financial Group
Wisconsin
$21.4M -$764K -10,709 -3%
Robeco Institutional Asset Management
142
Robeco Institutional Asset Management
Netherlands
$21.1M -$1.03M -14,500 -5%
ASRS
143
Arizona State Retirement System
Arizona
$20.7M +$4.28K +60 +0%
GW
144
GW & Wade
Massachusetts
$20.5M +$149K +2,087 +0.7%
Calamos Advisors
145
Calamos Advisors
Illinois
$20.5M +$545K +7,639 +3%
LOIM
146
Liberty One Investment Management
Illinois
$20.5M -$1.57M -25,964 -7%
SOMRS
147
State of Michigan Retirement System
Michigan
$20.4M +$1.38M +19,300 +7%
MIM
148
MetLife Investment Management
New Jersey
$20.4M -$151K -2,111 -0.7%
AIG
149
American International Group
New York
$20.3M -$547K -7,667 -3%
MAM
150
Martingale Asset Management
Massachusetts
$20M -$3.16M -44,306 -14%
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