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Southern Company
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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
27.03%
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 %
Zurich Cantonal Bank
201
Zurich Cantonal Bank
Switzerland
$12.5M 178,235 +3,197 +2%
ERIM
202
Eagle Ridge Investment Management
Connecticut
$12.4M 176,055 +8,649 +5%
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$12.4M 175,877 -1,473 -0.8%
AQR Capital Management
204
AQR Capital Management
Connecticut
$12.3M 177,418 -58,678 -25%
VI
205
Vestcor Inc
New Brunswick, Canada
$12.2M 173,737 +13,396 +8%
CIA
206
CCM Investment Advisers
South Carolina
$11.8M 168,010 +683 +0.4%
ProShare Advisors
207
ProShare Advisors
Maryland
$11.8M 167,457 +3,656 +2%
SOADOR
208
State of Alaska Department of Revenue
Alaska
$11.7M 167,050 +2,093 +1%
ACA
209
Aptus Capital Advisors
Alabama
$11.7M 166,314 -8,946 -5%
M&T Bank
210
M&T Bank
New York
$11.5M 163,263 -1,205 -0.7%
BCM
211
Becker Capital Management
Oregon
$11.3M 161,279 +25,256 +19%
Mercer Global Advisors
212
Mercer Global Advisors
Colorado
$11.3M 160,763 +10,226 +7%
LIM
213
Leavell Investment Management
Alabama
$11.2M 160,127 +6 +0%
RT
214
Rockland Trust
Massachusetts
$11.2M 159,333 +17,725 +13%
MOACM
215
Mutual of America Capital Management
New York
$11M 156,794 +1,056 +0.7%
CC
216
Covalis Capital
United Kingdom
$11M 156,792 +156,792 New
Nisa Investment Advisors
217
Nisa Investment Advisors
Missouri
$11M 156,775 -1,725 -1%
NYLIM
218
New York Life Investment Management
New York
$10.9M 154,786 +962 +0.6%
Royal London Asset Management
219
Royal London Asset Management
United Kingdom
$10.6M 150,599 +39,198 +35%
SI
220
Stephens Inc
Arkansas
$10.5M 149,814 +4,793 +3%
MDCM
221
Morgan Dempsey Capital Management
Wisconsin
$10.2M 145,540 -810 -0.6%
ECM
222
Element Capital Management
New York
$10.1M 143,982 +7,524 +6%
PFP
223
Pinnacle Financial Partners
Tennessee
$10.1M 143,315 +5,362 +4%
IMRF
224
Illinois Municipal Retirement Fund
Illinois
$9.93M 141,369 -169,856 -55%
ASN
225
Advisory Services Network
Georgia
$9.86M 140,381 -6,559 -4%
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