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Southern Company
SO

Overview Fund Activity

1,673 hedge funds and large institutions have $47B invested in Southern Company in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 704 increasing their positions, 559 reducing their positions, and 98 closing their positions.

Holders
1,673
Holders Change
-20
Holders Change %
-1.18%
% of All Funds
28.29%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.36%
New
99
Increased
704
Reduced
559
Closed
98
Calls
$285M
Puts
$271M
Net Calls
+$14M
Net Calls Change
-$29.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.39B
2
Morgan Stanley
2
Morgan Stanley
New York
$619M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.49B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$4.23B
5
SPF
5
Steven Patrick Farmer
$133M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.17B
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$0
3
CIA
3
ClearBridge Investments (Australia)
Australia
$0
4
PAM
4
Panagora Asset Management
Massachusetts
$6.3M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.02B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.65B 93,260,760 +1,614,875 +2%
BlackRock
2
BlackRock
New York
$5.39B 75,637,432 +6,104,389 +9%
State Street
3
State Street
Massachusetts
$4.55B 63,755,513 +1,053,658 +2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$4.23B 59,348,519 +1,976,664 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.49B 34,917,062 +2,583,841 +8%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$2.02B 28,272,264 -1,021,173 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.3B 18,278,734 +699,711 +4%
Franklin Resources
8
Franklin Resources
California
$1.17B 16,472,217 -7,268,774 -31%
Northern Trust
9
Northern Trust
Illinois
$848M 11,895,604 +768,899 +7%
Capital Research Global Investors
10
Capital Research Global Investors
California
$813M 11,405,289 +1,063 +0%
Legal & General Group
11
Legal & General Group
United Kingdom
$708M 9,924,668 -5,567 -0.1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$622M 8,729,411 +738,507 +9%
Morgan Stanley
13
Morgan Stanley
New York
$619M 8,679,480 +3,656,161 +73%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$554M 7,773,673 -140,499 -2%
Bank of America
15
Bank of America
North Carolina
$525M 7,357,541 +293,354 +4%
Invesco
16
Invesco
Georgia
$474M 6,642,101 +77,205 +1%
Charles Schwab
17
Charles Schwab
California
$391M 5,478,270 +25,605 +0.5%
Federated Hermes
18
Federated Hermes
Pennsylvania
$372M 5,213,696 -288,450 -5%
Swiss National Bank
19
Swiss National Bank
Switzerland
$328M 4,599,147 +8,800 +0.2%
Wells Fargo
20
Wells Fargo
California
$306M 4,287,408 -592,402 -12%
Goldman Sachs
21
Goldman Sachs
New York
$287M 4,030,502 +29,477 +0.7%
PAMS
22
Pictet Asset Management (Switzerland)
Switzerland
$279M 3,908,636 +62,983 +2%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$272M 3,815,982 +171,201 +5%
Ensign Peak Advisors
24
Ensign Peak Advisors
Utah
$253M 3,554,277 +324,700 +10%
UBS AM
25
UBS AM
Illinois
$253M 3,544,236 -154,543 -4%
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