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Southern Company
SO

Overview Fund Activity

1,814 hedge funds and large institutions have $51B invested in Southern Company in 2024 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 727 increasing their positions, 691 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,814
Holders Change
-15
Holders Change %
-0.82%
% of All Funds
26.3%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
121
Increased
727
Reduced
691
Closed
110
Calls
$423M
Puts
$176M
Net Calls
+$247M
Net Calls Change
+$75.3M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.16B
2
Capital International Investors
Capital International Investors
California
$1.72B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$635M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$1.59B
5
Ameriprise
Ameriprise
Minnesota
$685M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$797M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.71B
3
State Street
State Street
Massachusetts
$4.14B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.37B
5
Marshall Wace
Marshall Wace
United Kingdom
$247K
Name Holding Trade Value Shares
Change 		Shares
Change %
NPF
126
Norris Perne & French
Michigan
$28.2M +$680K +9,481 +2%
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$27.6M -$765K -10,657 -3%
TD Asset Management
128
TD Asset Management
Ontario, Canada
$27.2M +$337K +4,700 +1%
State of Tennessee, Department of Treasury
129
State of Tennessee, Department of Treasury
Tennessee
$27.1M -$9.87M -137,647 -27%
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$26.6M -$338K -4,714 -1%
LOIM
131
Liberty One Investment Management
Illinois
$26.6M +$553K +7,706 +2%
II
132
IFM Investors
Australia
$26.1M +$363K +5,056 +1%
EWA
133
EP Wealth Advisors
California
$25.9M -$12.2M -170,725 -32%
GHA
134
GW Henssler & Associates
Georgia
$25.6M -$70.2K -978 -0.3%
SO
135
STRS Ohio
Ohio
$25.4M +$1.73M +24,122 +7%
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$25.3M -$48.3M -618,785 -66%
Mariner
137
Mariner
Kansas
$25.3M -$921K -12,838 -4%
Teacher Retirement System of Texas
138
Teacher Retirement System of Texas
Texas
$25M +$6.97M +97,119 +39%
Hudson Bay Capital Management
139
Hudson Bay Capital Management
Connecticut
$24.8M +$10.8M +150,000 +76%
Nomura Asset Management
140
Nomura Asset Management
Japan
$24.8M +$31.8K +443 +0.1%
MML Investors Services
141
MML Investors Services
Massachusetts
$24.3M -$340K -4,744 -1%
Mackenzie Financial
142
Mackenzie Financial
Ontario, Canada
$24.1M -$7.02M -97,885 -23%
Creative Planning
143
Creative Planning
Kansas
$23.6M +$1.41M +19,710 +6%
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$23.2M +$985K +13,728 +4%
Baird Financial Group
145
Baird Financial Group
Wisconsin
$22.9M -$1.56M -21,748 -6%
ASRS
146
Arizona State Retirement System
Arizona
$22.5M +$441K +6,152 +2%
FHA
147
First Horizon Advisors
Tennessee
$22.4M +$987K +13,755 +5%
HAI
148
Hennessy Advisors Inc
California
$21.7M -$1.12M -15,600 -5%
CWM
149
Cahaba Wealth Management
Georgia
$21.5M +$274K +3,824 +1%
SOMRS
150
State of Michigan Retirement System
Michigan
$21.4M +$14.3K +200 +0.1%
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