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Southern Company
SO

Overview Fund Activity

1,693 hedge funds and large institutions have $48.7B invested in Southern Company in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 773 increasing their positions, 540 reducing their positions, and 104 closing their positions.

Holders
1,693
Holders Change
-34
Holders Change %
-1.97%
% of All Funds
27.11%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
110
Increased
773
Reduced
540
Closed
104
Calls
$340M
Puts
$218M
Net Calls
+$122M
Net Calls Change
+$14.7M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$387M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$457M
3
Ameriprise
3
Ameriprise
Minnesota
$391M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.42B
5
Norges Bank
5
Norges Bank
Norway
$569M

Top Sellers

1
Invesco
1
Invesco
Georgia
$457M
2
BlackRock
2
BlackRock
New York
$5.5B
3
State Street
3
State Street
Massachusetts
$4.41B
4
Renaissance Technologies
4
Renaissance Technologies
New York
$85.4M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$838K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.89B 98,973,933 +1,059,708 +1%
BlackRock
2
BlackRock
New York
$5.5B 78,993,895 -1,967,814 -2%
State Street
3
State Street
Massachusetts
$4.41B 63,329,188 -1,852,216 -3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$4.28B 61,472,651 +1,283,943 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.42B 34,719,486 +2,906,914 +9%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.9B 27,376,517 +817,899 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.34B 19,363,593 -150,810 -0.8%
Franklin Resources
8
Franklin Resources
California
$1.07B 15,428,181 +349,353 +2%
Northern Trust
9
Northern Trust
Illinois
$784M 11,266,703 -433,608 -4%
Capital Research Global Investors
10
Capital Research Global Investors
California
$767M 11,026,622 -253 -0%
Morgan Stanley
11
Morgan Stanley
New York
$654M 9,396,347 +205,821 +2%
Legal & General Group
12
Legal & General Group
United Kingdom
$627M 9,014,013 -30,754 -0.3%
Bank of America
13
Bank of America
North Carolina
$612M 8,796,348 +1,291,067 +17%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$609M 8,748,398 -265,697 -3%
Norges Bank
15
Norges Bank
Norway
$569M 8,178,260 +2,072,970 +34%
Federated Hermes
16
Federated Hermes
Pennsylvania
$530M 7,613,826 +1,969,743 +35%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$477M 6,857,479 -327,691 -5%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$457M 6,572,373 +4,067,395 +162%
Invesco
19
Invesco
Georgia
$457M 6,562,530 -2,133,520 -25%
Charles Schwab
20
Charles Schwab
California
$409M 5,873,601 +39,237 +0.7%
Ameriprise
21
Ameriprise
Minnesota
$391M 5,617,965 +3,373,118 +150%
Mitsubishi UFJ Trust & Banking
22
Mitsubishi UFJ Trust & Banking
Japan
$387M 5,564,201 +4,753,465 +586%
PAMS
23
Pictet Asset Management (Switzerland)
Switzerland
$350M 5,036,681 +51,790 +1%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$329M 4,733,868 +271,806 +6%
Swiss National Bank
25
Swiss National Bank
Switzerland
$301M 4,320,500 -102,500 -2%
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