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Southern Company
SO

Overview Fund Activity

1,693 hedge funds and large institutions have $47.2B invested in Southern Company in 2022 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 666 increasing their positions, 581 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,693
Holders Change
+48
Holders Change %
+2.92%
% of All Funds
26.79%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
154
Increased
666
Reduced
581
Closed
82
Calls
$309M
Puts
$265M
Net Calls
+$43.2M
Net Calls Change
+$56.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.16B
2
State Street
State Street
Massachusetts
$4.55B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.34B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$264M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$234M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$1.72B
2
BlackRock
BlackRock
New York
$5.04B
3
CIA
ClearBridge Investments (Australia)
Australia
$93.9M
4
ZP
Zimmer Partners
New York
$0
5
Millennium Management
Millennium Management
New York
$6.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOMRS
151
State of Michigan Retirement System
Michigan
$19.4M +$39.2K +541 +0.2%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$19.3M -$652K -8,998 -3%
AB
153
Amalgamated Bank
New York
$19.3M -$1.38M -19,009 -7%
AF
154
Amalgamated Financial
New York
$19.3M +$19.3M +265,754 New
CAMG
155
CWA Asset Management Group
Florida
$19.2M -$1.59M -21,901 -8%
Aberdeen Group
156
Aberdeen Group
United Kingdom
$19.1M -$10.4M -142,398 -35%
RFC
157
Regions Financial Corp
Alabama
$18.9M -$940K -12,957 -5%
DnB Asset Management
158
DnB Asset Management
Norway
$18.7M +$6.6M +90,981 +54%
UIM
159
USS Investment Management
United Kingdom
$18.7M +$1.76M +24,287 +10%
IMRF
160
Illinois Municipal Retirement Fund
Illinois
$18.3M +$4.97M +68,536 +37%
ProShare Advisors
161
ProShare Advisors
Maryland
$18M -$267K -3,684 -1%
CWM
162
Cahaba Wealth Management
Georgia
$17.9M +$3.48M +47,420 +24%
Nomura Asset Management
163
Nomura Asset Management
Japan
$17.5M +$1.2M +16,498 +7%
FCI
164
Financial Counselors Inc
Kansas
$17.3M +$687K +9,479 +4%
CC
165
Cornerstone Capital
California
$17.2M +$22.6K +312 +0.1%
FMLI
166
Fukoku Mutual Life Insurance
Japan
$16.9M – – –
IAA
167
Independent Advisor Alliance
North Carolina
$16.9M -$1.21M -16,694 -7%
MML Investors Services
168
MML Investors Services
Massachusetts
$16.8M +$1.19M +16,371 +8%
Creative Planning
169
Creative Planning
Kansas
$16.8M +$577K +7,957 +4%
DIA
170
Davidson Investment Advisors
Montana
$16.6M -$2.7M -37,212 -14%
Comerica Bank
171
Comerica Bank
Texas
$16.1M +$61.9K +809 +0.4%
Kayne Anderson Rudnick Investment Management
172
Kayne Anderson Rudnick Investment Management
California
$16M +$144K +1,988 +0.9%
PI
173
Putnam Investments
Massachusetts
$15.8M -$18.2M -251,107 -53%
CWM
174
C2C Wealth Management
Arizona
$15.6M – – –
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$15.2M -$751K -10,357 -5%
5 6
7
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