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Southern Company
SO

Overview Fund Activity

1,694 hedge funds and large institutions have $48.7B invested in Southern Company in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 773 increasing their positions, 540 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,694
Holders Change
-33
Holders Change %
-1.91%
% of All Funds
27.11%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
111
Increased
773
Reduced
540
Closed
104
Calls
$340M
Puts
$218M
Net Calls
+$122M
Net Calls Change
+$14.7M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$387M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$457M
3
Ameriprise
Ameriprise
Minnesota
$391M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.42B
5
Norges Bank
Norges Bank
Norway
$569M

Top Sellers

1
Invesco
Invesco
Georgia
$457M
2
BlackRock
BlackRock
New York
$5.5B
3
State Street
State Street
Massachusetts
$4.41B
4
Renaissance Technologies
Renaissance Technologies
New York
$85.4M
5
Marshall Wace
Marshall Wace
United Kingdom
$838K
Name Holding Trade Value Shares
Change 		Shares
Change %
GHA
126
GW Henssler & Associates
Georgia
$25.1M +$325K +4,674 +1%
SO
127
STRS Ohio
Ohio
$25M -$253K -3,642 -1%
HAI
128
Hennessy Advisors Inc
California
$24.8M +$188K +2,700 +0.8%
American Century Companies
129
American Century Companies
Missouri
$24.7M -$6.43M -92,515 -21%
UCFA
130
United Capital Financial Advisors
Texas
$24.6M -$146K -2,102 -0.6%
Mariner
131
Mariner
Kansas
$24.2M -$1.3M -18,668 -5%
MML Investors Services
132
MML Investors Services
Massachusetts
$22.9M -$259K -3,716 -1%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$22.6M -$239K -3,441 -1%
Retirement Systems of Alabama
134
Retirement Systems of Alabama
Alabama
$22.4M -$1.88M -26,987 -8%
CIC
135
Crawford Investment Counsel
Georgia
$21.8M +$20M +287,357 +1,079%
IMRF
136
Illinois Municipal Retirement Fund
Illinois
$21.7M +$14.2M +203,856 +190%
MSV
137
MN Services Vermogensbeheer
Netherlands
$21.7M +$1.14M +16,400 +6%
NPF
138
Norris Perne & French
Michigan
$21.4M +$6.62M +95,083 +45%
SOMRS
139
State of Michigan Retirement System
Michigan
$20.8M +$209K +3,000 +1%
ASRS
140
Arizona State Retirement System
Arizona
$20.7M +$51.4K +738 +0.2%
Nomura Asset Management
141
Nomura Asset Management
Japan
$20.6M +$1.33M +19,138 +7%
Corient Private Wealth
142
Corient Private Wealth
Florida
$20.5M +$6.22M +89,356 +44%
FHA
143
First Horizon Advisors
Tennessee
$20.1M +$849K +12,203 +4%
AB
144
Amalgamated Bank
New York
$20M +$267K +3,836 +1%
State of Tennessee, Department of Treasury
145
State of Tennessee, Department of Treasury
Tennessee
$19.9M +$874K +12,567 +5%
AIG
146
American International Group
New York
$19.8M +$73.8K +1,061 +0.4%
FRAF
147
Första AP-fonden
Sweden
$19.8M +$2.07M +29,700 +12%
MIM
148
MetLife Investment Management
New Jersey
$19.5M -$234K -3,367 -1%
RFC
149
Regions Financial Corp
Alabama
$19.1M +$586K +8,421 +3%
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
$18.9M -$6.23M -89,558 -25%
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