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Southern Company
SO

Overview Fund Activity

1,813 hedge funds and large institutions have $51B invested in Southern Company in 2024 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 727 increasing their positions, 690 reducing their positions, and 110 closing their positions.

Holders
1,813
Holders Change
-15
Holders Change %
-0.82%
% of All Funds
26.29%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
121
Increased
727
Reduced
690
Closed
110
Calls
$423M
Puts
$176M
Net Calls
+$247M
Net Calls Change
+$75.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.16B
2
Capital International Investors
2
Capital International Investors
California
$1.72B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$635M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.59B
5
Ameriprise
5
Ameriprise
Minnesota
$685M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$797M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.71B
3
State Street
3
State Street
Massachusetts
$4.14B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.37B
5
Marshall Wace
5
Marshall Wace
United Kingdom
$247K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.18B 100,089,634 +481,071 +0.5%
BlackRock
2
BlackRock
New York
$5.57B 77,705,342 -27,156 -0%
State Street
3
State Street
Massachusetts
$4.14B 57,752,984 -5,853,406 -9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.37B 33,012,215 -3,286,303 -9%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.16B 30,167,151 +10,648,772 +55%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.89B 26,316,313 +896,697 +4%
Capital International Investors
7
Capital International Investors
California
$1.72B 23,994,733 +7,550,570 +46%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$1.71B 23,888,059 -6,012,393 -20%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.59B 22,180,921 +1,663,945 +8%
Franklin Resources
10
Franklin Resources
California
$1.21B 16,929,875 +1,271,005 +8%
Morgan Stanley
11
Morgan Stanley
New York
$797M 11,104,318 -10,052,722 -48%
Northern Trust
12
Northern Trust
Illinois
$736M 10,264,783 -442,259 -4%
Norges Bank
13
Norges Bank
Norway
$728M 10,146,134 +1,146,306 +13%
Ameriprise
14
Ameriprise
Minnesota
$685M 9,546,835 +1,636,559 +21%
Legal & General Group
15
Legal & General Group
United Kingdom
$646M 9,010,865 -50,107 -0.6%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$635M 8,640,509 +2,783,203 +48%
Bank of America
17
Bank of America
North Carolina
$563M 7,853,407 +469,038 +6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$517M 7,211,619 -355,053 -5%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$456M 6,349,380 -205,279 -3%
Charles Schwab
20
Charles Schwab
California
$446M 6,217,167 +127,707 +2%
Federated Hermes
21
Federated Hermes
Pennsylvania
$423M 5,890,732 -284,457 -5%
Goldman Sachs
22
Goldman Sachs
New York
$396M 5,522,681 +180,287 +3%
Invesco
23
Invesco
Georgia
$369M 5,146,489 -675,941 -12%
Pictet Asset Management
24
Pictet Asset Management
Switzerland
$330M 4,606,117 -748,892 -14%
Mitsubishi UFJ Trust & Banking
25
Mitsubishi UFJ Trust & Banking
Japan
$308M 4,325,103 -252,398 -6%
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