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Southern Company
SO

Overview Fund Activity

1,645 hedge funds and large institutions have $43.8B invested in Southern Company in 2021 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 649 increasing their positions, 491 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,645
Holders Change
+164
Holders Change %
+11.07%
% of All Funds
25.41%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
263
Increased
649
Reduced
491
Closed
75
Calls
$281M
Puts
$295M
Net Calls
-$13.4M
Net Calls Change
+$37.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3B
2
Morgan Stanley
Morgan Stanley
New York
$427M
3
Millennium Management
Millennium Management
New York
$109M
4
PAM
Panagora Asset Management
Massachusetts
$94.4M
5
Renaissance Technologies
Renaissance Technologies
New York
$211M

Top Sellers

1
ZP
Zimmer Partners
New York
$137M
2
Franklin Resources
Franklin Resources
California
$1.96B
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$269M
4
Norges Bank
Norges Bank
Norway
$268M
5
Wells Fargo
Wells Fargo
California
$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIBU
201
Gulf International Bank (UK)
United Kingdom
$11.7M -$2.46M -35,834 -17%
SOADOR
202
State of Alaska Department of Revenue
Alaska
$11.7M -$637K -9,287 -5%
DnB Asset Management
203
DnB Asset Management
Norway
$11.5M -$3.92M -57,229 -25%
AWM
204
AE Wealth Management
Kansas
$11.3M +$897K +13,085 +9%
MCM
205
Maryland Capital Management
Maryland
$11M +$274K +3,988 +3%
Fisher Asset Management
206
Fisher Asset Management
Washington
$10.8M +$5.42M +78,967 +100%
MSL
207
Mackay Shields LLC
New York
$10.8M -$247K -3,606 -2%
MFS
208
Mirabella Financial Services
United Kingdom
$10.5M +$10.5M +152,909 New
ERIM
209
Eagle Ridge Investment Management
Connecticut
$10.5M +$266K +3,874 +3%
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$10.5M +$1M +14,425 +11%
HF
211
HRT Financial
New York
$10.4M -$7.48M -109,101 -42%
IIM
212
Intact Investment Management
Quebec, Canada
$10.3M -$137K -2,000 -1%
Thrivent Financial for Lutherans
213
Thrivent Financial for Lutherans
Minnesota
$10.3M +$2.33M +34,965 +29%
LIM
214
Leavell Investment Management
Alabama
$10.2M +$124K +1,806 +1%
RT
215
Rockland Trust
Massachusetts
$10.1M +$398K +5,809 +4%
Zurich Cantonal Bank
216
Zurich Cantonal Bank
Switzerland
$10.1M -$1.49M -21,670 -13%
TPSF
217
Texas Permanent School Fund
Texas
$10M -$1.19M -17,395 -11%
1IA
218
1834 Investment Advisors
Wisconsin
$9.93M -$128K -1,861 -1%
SAM
219
Securian Asset Management
Minnesota
$9.9M +$2.06M +30,095 +26%
ASN
220
Advisory Services Network
Georgia
$9.81M +$513K +7,483 +6%
MOACM
221
Mutual of America Capital Management
New York
$9.6M +$69K +1,006 +0.7%
EVM
222
Eaton Vance Management
Massachusetts
$9.44M +$168K +2,443 +2%
KeyBank National Association
223
KeyBank National Association
Ohio
$9.27M +$53.9K +786 +0.6%
DILIC
224
Dai-ichi Life Insurance Company
Japan
$9.26M -$78.4K -1,143 -0.8%
AMG
225
Advisors Management Group
Wisconsin
$9.25M -$13.6K -199 -0.1%
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