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Southern Company
SO

Overview Fund Activity

1,714 hedge funds and large institutions have $48.7B invested in Southern Company in 2023 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 685 increasing their positions, 633 reducing their positions, and 82 closing their positions.

Holders
1,714
Holders Change
+21
Holders Change %
+1.24%
% of All Funds
27.04%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
117
Increased
685
Reduced
633
Closed
82
Calls
$331M
Puts
$155M
Net Calls
+$176M
Net Calls Change
+$54.7M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$392M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.6B
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$159M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$551M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$837M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.04B
2
Bank of America
2
Bank of America
North Carolina
$483M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$19M
4
BlackRock
4
BlackRock
New York
$5.49B
5
Invesco
5
Invesco
Georgia
$402M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$26.6M 377,991 -4,723 -1%
Verition Fund Management
127
Verition Fund Management
Connecticut
$26.2M 372,411 +125,792 +51%
GHA
128
GW Henssler & Associates
Georgia
$25.7M 365,297 +4,103 +1%
TD Asset Management
129
TD Asset Management
Ontario, Canada
$25.3M 360,513 -4,396 -1%
Mariner
130
Mariner
Kansas
$24.8M 353,294 +5,010 +1%
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$24.8M 352,424 -271,627 -44%
MML Investors Services
132
MML Investors Services
Massachusetts
$24.7M 351,202 +21,829 +7%
SO
133
STRS Ohio
Ohio
$24.2M 344,937 -13,751 -4%
II
134
IFM Investors
Australia
$24M 340,988 +100,602 +42%
UCFA
135
United Capital Financial Advisors
Texas
$23.9M 339,718 -13,942 -4%
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$23.8M 339,326 +67,507 +25%
Nomura Asset Management
137
Nomura Asset Management
Japan
$23.7M 337,511 +41,901 +14%
American Century Companies
138
American Century Companies
Missouri
$23.5M 334,448 -20,996 -6%
Allianz Asset Management
139
Allianz Asset Management
Germany
$23.4M 333,755 -183,634 -35%
HAI
140
Hennessy Advisors Inc
California
$23.2M 330,200 -26,800 -8%
CIC
141
Crawford Investment Counsel
Georgia
$23.1M 328,701 +14,714 +5%
AA
142
ALPS Advisors
Colorado
$22.8M 325,250 -55,845 -15%
VanEck Associates
143
VanEck Associates
New York
$22.2M 316,187 -68,291 -18%
NPF
144
Norris Perne & French
Michigan
$22M 313,697 +6,137 +2%
Baird Financial Group
145
Baird Financial Group
Wisconsin
$22M 312,717 -12,056 -4%
ASRS
146
Arizona State Retirement System
Arizona
$21.9M 312,005 +14,751 +5%
CGIM
147
Capital Group Investment Management
Singapore
$21.8M 311,000 +311,000 New
MSV
148
MN Services Vermogensbeheer
Netherlands
$21.5M 306,000 -5,200 -2%
FRAF
149
Första AP-fonden
Sweden
$21.3M 303,600 +19,400 +7%
SOMRS
150
State of Michigan Retirement System
Michigan
$21.1M 299,823 +900 +0.3%
4 5
6
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