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Southern Company
SO

Overview Fund Activity

1,700 hedge funds and large institutions have $44.9B invested in Southern Company in 2023 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 655 increasing their positions, 655 reducing their positions, and 117 closing their positions.

Holders
1,700
Holders Change
-14
Holders Change %
-0.82%
% of All Funds
27.11%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
124
Increased
655
Reduced
655
Closed
117
Calls
$314M
Puts
$193M
Net Calls
+$121M
Net Calls Change
-$55.3M

Top Buyers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$348M
2
Capital International Investors
2
Capital International Investors
California
$695M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$485M
4
Ameriprise
4
Ameriprise
Minnesota
$488M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.52B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.22B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$168M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$613M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$607K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.44B 99,572,665 +352,023 +0.4%
BlackRock
2
BlackRock
New York
$5.02B 77,627,993 -479,825 -0.6%
State Street
3
State Street
Massachusetts
$4.06B 62,802,445 +178,324 +0.3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.52B 38,906,760 +1,838,857 +5%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$2.22B 34,286,976 -9,028,992 -21%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.69B 26,103,897 -912,227 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.3B 20,123,874 +307,770 +2%
Franklin Resources
8
Franklin Resources
California
$1.02B 15,684,792 -386,126 -2%
Northern Trust
9
Northern Trust
Illinois
$695M 10,737,843 +163,986 +2%
Capital International Investors
10
Capital International Investors
California
$695M 10,736,318 +5,153,604 +92%
Morgan Stanley
11
Morgan Stanley
New York
$635M 9,811,307 +349,122 +4%
Capital Research Global Investors
12
Capital Research Global Investors
California
$613M 9,473,315 -2,436,851 -20%
Legal & General Group
13
Legal & General Group
United Kingdom
$583M 9,010,308 -362,563 -4%
Norges Bank
14
Norges Bank
Norway
$575M 8,887,640 +240,914 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$531M 8,209,785 -310,604 -4%
Ameriprise
16
Ameriprise
Minnesota
$488M 7,547,188 +2,096,988 +38%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$485M 7,494,134 +2,859,801 +62%
Federated Hermes
18
Federated Hermes
Pennsylvania
$439M 6,783,135 -17,104 -0.3%
Bank of America
19
Bank of America
North Carolina
$439M 6,777,433 -103,416 -2%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$429M 6,633,556 -16,475 -0.2%
Charles Schwab
21
Charles Schwab
California
$387M 5,978,149 +89,902 +2%
Invesco
22
Invesco
Georgia
$369M 5,697,140 -19,689 -0.3%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$348M 5,383,652 +125,712 +2%
Pictet Asset Management
24
Pictet Asset Management
Switzerland
$348M 5,373,615 +5,373,615 New
Goldman Sachs
25
Goldman Sachs
New York
$328M 5,074,147 +702,018 +16%
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