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Southern Company
SO

Overview Fund Activity

1,480 hedge funds and large institutions have $39.2B invested in Southern Company in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 592 increasing their positions, 554 reducing their positions, and 106 closing their positions.

Holders
1,480
Holders Change
-10
Holders Change %
-0.67%
% of All Funds
26.07%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.16%
New
105
Increased
592
Reduced
554
Closed
106
Calls
$286M
Puts
$185M
Net Calls
+$100M
Net Calls Change
+$32.9M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.73B
2
Cohen & Steers
2
Cohen & Steers
New York
$178M
3
Norges Bank
3
Norges Bank
Norway
$383M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$123M
5
ZP
5
Zimmer Partners
New York
$83.1M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$18.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$153M
3
Franklin Resources
3
Franklin Resources
California
$1.92B
4
Stifel Financial
4
Stifel Financial
Missouri
$49.4M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$26.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.58B 89,704,106 +299,804 +0.3%
BlackRock
2
BlackRock
New York
$4.47B 71,983,321 +343,586 +0.5%
State Street
3
State Street
Massachusetts
$3.23B 51,886,632 -331,699 -0.6%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.73B 43,940,360 +4,972,698 +13%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.99B 31,975,022 -76,325 -0.2%
Franklin Resources
6
Franklin Resources
California
$1.92B 30,914,035 -1,141,534 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.31B 21,020,696 +1,270,445 +6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$948M 15,281,811 +323,175 +2%
Northern Trust
9
Northern Trust
Illinois
$752M 12,104,006 -84,604 -0.7%
Legal & General Group
10
Legal & General Group
United Kingdom
$666M 10,720,401 +68,995 +0.6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$620M 9,969,671 -79,411 -0.8%
Capital Research Global Investors
12
Capital Research Global Investors
California
$614M 9,876,800 +929,207 +10%
Bank of America
13
Bank of America
North Carolina
$529M 8,511,252 +899,216 +12%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$506M 8,144,551 -375,506 -4%
Federated Hermes
15
Federated Hermes
Pennsylvania
$405M 6,511,651 +16,583 +0.3%
Norges Bank
16
Norges Bank
Norway
$383M 6,160,351 +2,134,605 +53%
Swiss National Bank
17
Swiss National Bank
Switzerland
$339M 5,447,519 +88,600 +2%
PAMU
18
Pictet Asset Management (UK)
United Kingdom
$326M 5,251,273 -659,918 -11%
Charles Schwab
19
Charles Schwab
California
$299M 4,807,519 +143,386 +3%
Wells Fargo
20
Wells Fargo
California
$294M 4,734,622 -261,627 -5%
Morgan Stanley
21
Morgan Stanley
New York
$272M 4,369,520 -206,186 -5%
Goldman Sachs
22
Goldman Sachs
New York
$248M 3,992,987 +224,800 +6%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$237M 3,808,204 -90,670 -2%
UBS AM
24
UBS AM
Illinois
$236M 3,791,691 -120,074 -3%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$226M 3,637,856 -114,727 -3%
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