SO icon

Southern Company
SO

Overview Fund Activity

1,869 hedge funds and large institutions have $56.8B invested in Southern Company in 2024 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 731 increasing their positions, 650 reducing their positions, and 89 closing their positions.

Holders
1,869
Holders Change
+56
Holders Change %
+3.09%
% of All Funds
27.19%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
174
Increased
731
Reduced
650
Closed
89
Calls
$414M
Puts
$246M
Net Calls
+$168M
Net Calls Change
-$78.7M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$1.06B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.1B
3
Capital International Investors
3
Capital International Investors
California
$2.24B
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$553M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$181M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.5B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.36B
3
First Trust Advisors
3
First Trust Advisors
Illinois
$49.9M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$21.4M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$601M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.82B 100,763,937 +674,303 +0.7%
BlackRock
2
BlackRock
New York
$6.03B 77,690,343 -14,999 -0%
State Street
3
State Street
Massachusetts
$4.45B 57,382,860 -370,124 -0.6%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.1B 39,919,325 +9,752,174 +32%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.36B 30,394,199 -2,618,016 -8%
Capital International Investors
6
Capital International Investors
California
$2.24B 28,822,985 +4,828,252 +20%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$2.01B 25,862,372 -453,941 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.81B 23,445,571 +1,264,650 +6%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$1.5B 19,334,181 -4,553,878 -19%
Franklin Resources
10
Franklin Resources
California
$1.27B 16,310,798 -619,077 -4%
GQG Partners
11
GQG Partners
Florida
$1.06B 13,679,017 +13,679,017 New
Morgan Stanley
12
Morgan Stanley
New York
$865M 11,147,634 +43,316 +0.4%
Northern Trust
13
Northern Trust
Illinois
$832M 10,719,739 +454,956 +4%
Norges Bank
14
Norges Bank
Norway
$823M 10,612,381 +466,247 +5%
Ameriprise
15
Ameriprise
Minnesota
$736M 9,493,556 -53,279 -0.6%
Legal & General Group
16
Legal & General Group
United Kingdom
$661M 8,526,313 -484,552 -5%
Bank of America
17
Bank of America
North Carolina
$657M 8,474,457 +621,050 +8%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$601M 7,541,878 -1,098,631 -13%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$553M 7,123,508 +3,721,513 +109%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$551M 7,096,961 -114,658 -2%
Charles Schwab
21
Charles Schwab
California
$493M 6,353,182 +136,015 +2%
Goldman Sachs
22
Goldman Sachs
New York
$492M 6,340,820 +818,139 +15%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$411M 5,295,081 -1,054,299 -17%
Federated Hermes
24
Federated Hermes
Pennsylvania
$374M 4,820,366 -1,070,366 -18%
UBS AM
25
UBS AM
Illinois
$369M 4,758,480 +685,419 +17%
1
2 3 4 5