SO icon

Southern Company
SO

Overview Fund Activity

1,651 hedge funds and large institutions have $45.9B invested in Southern Company in 2022 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 711 increasing their positions, 562 reducing their positions, and 90 closing their positions.

Holders
1,651
Holders Change
-22
Holders Change %
-1.32%
% of All Funds
28.55%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.42%
New
99
Increased
711
Reduced
562
Closed
90
Calls
$293M
Puts
$255M
Net Calls
+$37.4M
Net Calls Change
+$23.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.28B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.53B
3
Millennium Management
3
Millennium Management
New York
$135M
4
Invesco
4
Invesco
Georgia
$570M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.44B

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.02B
2
APG Asset Management
2
APG Asset Management
Netherlands
$113M
3
Legal & General Group
3
Legal & General Group
United Kingdom
$619M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$3.65M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$58.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.44B 94,652,372 +1,391,612 +1%
BlackRock
2
BlackRock
New York
$5.19B 76,360,768 +723,336 +1%
State Street
3
State Street
Massachusetts
$4.42B 65,068,549 +1,313,036 +2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$4.28B 63,002,360 +3,653,841 +6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.53B 37,187,346 +2,270,284 +7%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.88B 27,655,333 -616,931 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.29B 18,929,510 +650,776 +4%
Franklin Resources
8
Franklin Resources
California
$1.02B 14,938,130 -1,534,087 -9%
Northern Trust
9
Northern Trust
Illinois
$809M 11,898,693 +3,089 +0%
Capital Research Global Investors
10
Capital Research Global Investors
California
$776M 11,412,609 +7,320 +0.1%
Legal & General Group
11
Legal & General Group
United Kingdom
$619M 9,096,283 -828,385 -8%
Morgan Stanley
12
Morgan Stanley
New York
$608M 8,934,688 +255,208 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$598M 8,795,619 +66,208 +0.8%
Invesco
14
Invesco
Georgia
$570M 8,379,880 +1,737,779 +26%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$514M 7,555,161 -218,512 -3%
Bank of America
16
Bank of America
North Carolina
$474M 6,974,655 -382,886 -5%
Charles Schwab
17
Charles Schwab
California
$381M 5,606,133 +127,863 +2%
Federated Hermes
18
Federated Hermes
Pennsylvania
$362M 5,321,496 +107,800 +2%
PAMS
19
Pictet Asset Management (Switzerland)
Switzerland
$322M 4,741,043 +832,407 +21%
Swiss National Bank
20
Swiss National Bank
Switzerland
$313M 4,604,647 +5,500 +0.1%
Goldman Sachs
21
Goldman Sachs
New York
$292M 4,290,781 +260,279 +6%
Wells Fargo
22
Wells Fargo
California
$287M 4,213,820 -73,588 -2%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$268M 3,947,516 +414,991 +12%
UBS AM
24
UBS AM
Illinois
$249M 3,665,497 +121,261 +3%
Ensign Peak Advisors
25
Ensign Peak Advisors
Utah
$237M 3,480,837 -73,440 -2%
1
2 3 4 5