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Southern Company
SO

Overview Fund Activity

1,714 hedge funds and large institutions have $48.7B invested in Southern Company in 2023 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 685 increasing their positions, 633 reducing their positions, and 82 closing their positions.

Holders
1,714
Holders Change
+21
Holders Change %
+1.24%
% of All Funds
27.04%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
117
Increased
685
Reduced
633
Closed
82
Calls
$331M
Puts
$155M
Net Calls
+$176M
Net Calls Change
+$54.7M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$392M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.6B
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$159M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$551M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$837M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.04B
2
Bank of America
2
Bank of America
North Carolina
$483M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$19M
4
BlackRock
4
BlackRock
New York
$5.49B
5
Invesco
5
Invesco
Georgia
$402M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.97B 99,220,642 +246,709 +0.2%
BlackRock
2
BlackRock
New York
$5.49B 78,107,818 -886,077 -1%
State Street
3
State Street
Massachusetts
$4.4B 62,624,121 -705,067 -1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$3.04B 43,315,968 -18,156,683 -30%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.6B 37,067,903 +2,348,417 +7%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.9B 27,016,124 -360,393 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.39B 19,816,104 +452,511 +2%
Franklin Resources
8
Franklin Resources
California
$1.13B 16,070,918 +642,737 +4%
Capital Research Global Investors
9
Capital Research Global Investors
California
$837M 11,910,166 +883,544 +8%
Northern Trust
10
Northern Trust
Illinois
$743M 10,573,857 -692,846 -6%
Morgan Stanley
11
Morgan Stanley
New York
$665M 9,462,185 +65,838 +0.7%
Legal & General Group
12
Legal & General Group
United Kingdom
$658M 9,372,871 +358,858 +4%
Norges Bank
13
Norges Bank
Norway
$607M 8,646,726 +468,466 +6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$599M 8,520,389 -228,009 -3%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$551M 7,841,316 +1,268,943 +19%
Bank of America
16
Bank of America
North Carolina
$483M 6,880,849 -1,915,499 -22%
Federated Hermes
17
Federated Hermes
Pennsylvania
$478M 6,800,239 -813,587 -11%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$467M 6,650,031 -207,448 -3%
Charles Schwab
19
Charles Schwab
California
$414M 5,888,247 +14,646 +0.2%
Invesco
20
Invesco
Georgia
$402M 5,716,829 -845,701 -13%
Capital International Investors
21
Capital International Investors
California
$392M 5,582,714 +5,582,714 New
Ameriprise
22
Ameriprise
Minnesota
$383M 5,450,200 -167,765 -3%
Mitsubishi UFJ Trust & Banking
23
Mitsubishi UFJ Trust & Banking
Japan
$370M 5,263,171 -301,030 -5%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$369M 5,257,940 +524,072 +11%
PAMS
25
Pictet Asset Management (Switzerland)
Switzerland
$358M 5,092,414 +55,733 +1%
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