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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.

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
1
T. Rowe Price Associates
Maryland
$3B
2
Morgan Stanley
2
Morgan Stanley
New York
$427M
3
Millennium Management
3
Millennium Management
New York
$109M
4
PAM
4
Panagora Asset Management
Massachusetts
$94.4M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$49.4M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$137M
2
Franklin Resources
2
Franklin Resources
California
$1.96B
3
PAMS
3
Pictet Asset Management (Switzerland)
Switzerland
$269M
4
Norges Bank
4
Norges Bank
Norway
$268M
5
Wells Fargo
5
Wells Fargo
California
$315M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.22B 90,764,249 +140,231 +0.2%
BlackRock
2
BlackRock
New York
$5.07B 73,889,061 +539,395 +0.7%
State Street
3
State Street
Massachusetts
$3.6B 52,509,811 +432,976 +0.8%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$3B 43,738,622 +8,731,817 +25%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.1B 30,648,405 -174,170 -0.6%
Franklin Resources
6
Franklin Resources
California
$1.96B 28,621,339 -1,142,671 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.75B 25,539,820 +605,880 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.13B 16,564,622 +480,757 +3%
Capital Research Global Investors
9
Capital Research Global Investors
California
$819M 11,938,813 +102,121 +0.9%
Northern Trust
10
Northern Trust
Illinois
$772M 11,261,104 -234,511 -2%
Legal & General Group
11
Legal & General Group
United Kingdom
$699M 10,187,185 -338,142 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$560M 8,161,695 +136,427 +2%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$545M 7,953,572 -224,805 -3%
Bank of America
14
Bank of America
North Carolina
$531M 7,744,293 -717,816 -8%
Federated Hermes
15
Federated Hermes
Pennsylvania
$450M 6,561,837 +124,802 +2%
Invesco
16
Invesco
Georgia
$439M 6,398,744 +301,690 +5%
Morgan Stanley
17
Morgan Stanley
New York
$427M 6,229,748 +1,233,436 +25%
Charles Schwab
18
Charles Schwab
California
$361M 5,262,209 +215,180 +4%
Wells Fargo
19
Wells Fargo
California
$315M 4,591,054 -787,702 -15%
Swiss National Bank
20
Swiss National Bank
Switzerland
$276M 4,024,547 -167,500 -4%
Goldman Sachs
21
Goldman Sachs
New York
$273M 3,978,066 +173,412 +5%
PAMS
22
Pictet Asset Management (Switzerland)
Switzerland
$269M 3,924,655 -830,341 -17%
Norges Bank
23
Norges Bank
Norway
$268M 3,908,316 -822,835 -17%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$241M 3,516,936 -213,985 -6%
PPA
25
Parametric Portfolio Associates
Washington
$241M 3,510,974 +124,873 +4%
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