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Southern Company
SO

Overview Fund Activity

1,828 hedge funds and large institutions have $49.9B invested in Southern Company in 2023 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 645 increasing their positions, 709 reducing their positions, and 84 closing their positions.

Holders
1,828
Holders Change
+128
Holders Change %
+7.53%
% of All Funds
26.81%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
239
Increased
645
Reduced
709
Closed
84
Calls
$399M
Puts
$228M
Net Calls
+$171M
Net Calls Change
+$50.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.37B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.48B
3
Capital International Investors
3
Capital International Investors
California
$1.15B
4
Marshall Wace
4
Marshall Wace
United Kingdom
$111M
5
Barclays
5
Barclays
United Kingdom
$243M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$100M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.1B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.55B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$29.9M
5
ZP
5
Zimmer Partners
New York
$6.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.98B 99,608,563 +35,898 +0%
BlackRock
2
BlackRock
New York
$5.45B 77,732,498 +104,505 +0.1%
State Street
3
State Street
Massachusetts
$4.46B 63,606,390 +803,945 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.55B 36,298,518 -2,608,242 -7%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$2.1B 29,900,452 -4,386,524 -13%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.78B 25,419,616 -684,281 -3%
Morgan Stanley
7
Morgan Stanley
New York
$1.48B 21,157,040 +11,345,733 +116%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.43B 20,516,976 +393,102 +2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$1.37B 19,518,379 +12,024,245 +160%
Capital International Investors
10
Capital International Investors
California
$1.15B 16,444,163 +5,707,845 +53%
Franklin Resources
11
Franklin Resources
California
$1.1B 15,658,870 -25,922 -0.2%
Northern Trust
12
Northern Trust
Illinois
$751M 10,707,042 -30,801 -0.3%
Legal & General Group
13
Legal & General Group
United Kingdom
$635M 9,060,972 +50,664 +0.6%
Norges Bank
14
Norges Bank
Norway
$631M 8,999,828 +112,188 +1%
Ameriprise
15
Ameriprise
Minnesota
$555M 7,910,276 +363,088 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$531M 7,566,672 -643,113 -8%
Bank of America
17
Bank of America
North Carolina
$518M 7,384,369 +606,936 +9%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$460M 6,554,659 -78,897 -1%
Federated Hermes
19
Federated Hermes
Pennsylvania
$433M 6,175,189 -607,946 -9%
Charles Schwab
20
Charles Schwab
California
$427M 6,089,460 +111,311 +2%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$425M 5,857,306 +473,654 +9%
Invesco
22
Invesco
Georgia
$408M 5,822,430 +125,290 +2%
Pictet Asset Management
23
Pictet Asset Management
Switzerland
$375M 5,355,009 -18,606 -0.3%
Goldman Sachs
24
Goldman Sachs
New York
$375M 5,342,394 +268,247 +5%
UBS AM
25
UBS AM
Illinois
$326M 4,655,674 +850,682 +22%
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