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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.

Holders
1,693
Holders Change
+48
Holders Change %
+2.92%
% of All Funds
26.8%
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
1
T. Rowe Price Associates
Maryland
$4.16B
2
State Street
2
State Street
Massachusetts
$4.55B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.34B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$264M
5
Ensign Peak Advisors
5
Ensign Peak Advisors
Utah
$234M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.72B
2
BlackRock
2
BlackRock
New York
$5.04B
3
CIA
3
ClearBridge Investments (Australia)
Australia
$93.9M
4
ZP
4
Zimmer Partners
New York
$0
5
Millennium Management
5
Millennium Management
New York
$6.89M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.65B 91,645,885 +881,636 +1%
BlackRock
2
BlackRock
New York
$5.04B 69,533,043 -4,356,018 -6%
State Street
3
State Street
Massachusetts
$4.55B 62,701,855 +10,192,044 +19%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$4.16B 57,371,855 +13,633,233 +31%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.34B 32,333,221 +6,793,401 +27%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$2.12B 29,293,437 -1,354,968 -4%
Franklin Resources
7
Franklin Resources
California
$1.72B 23,740,991 -4,880,348 -17%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.27B 17,579,023 +1,014,401 +6%
Capital Research Global Investors
9
Capital Research Global Investors
California
$827M 11,404,226 -534,587 -4%
Northern Trust
10
Northern Trust
Illinois
$807M 11,126,705 -134,399 -1%
Legal & General Group
11
Legal & General Group
United Kingdom
$720M 9,930,235 -256,950 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$579M 7,990,904 -170,791 -2%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$574M 7,914,172 -39,400 -0.5%
Bank of America
14
Bank of America
North Carolina
$512M 7,064,187 -680,106 -9%
Invesco
15
Invesco
Georgia
$476M 6,564,896 +166,152 +3%
Federated Hermes
16
Federated Hermes
Pennsylvania
$399M 5,502,146 -1,059,691 -16%
Charles Schwab
17
Charles Schwab
California
$395M 5,452,665 +190,456 +4%
Morgan Stanley
18
Morgan Stanley
New York
$364M 5,023,319 -1,206,429 -19%
Wells Fargo
19
Wells Fargo
California
$354M 4,879,810 +288,756 +6%
Swiss National Bank
20
Swiss National Bank
Switzerland
$333M 4,590,347 +565,800 +14%
Norges Bank
21
Norges Bank
Norway
$300M 4,131,626 +223,310 +6%
Goldman Sachs
22
Goldman Sachs
New York
$290M 4,001,025 +22,959 +0.6%
PAMS
23
Pictet Asset Management (Switzerland)
Switzerland
$279M 3,845,653 -79,002 -2%
UBS AM
24
UBS AM
Illinois
$268M 3,698,779 +276,522 +8%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$264M 3,644,781 +1,607,524 +79%
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