The Southern Company
Hedge Funds Holdings

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The Southern Company‘s stocks are currently a part of 1627 hedge funds’ portfolios, which represents 60.56% of the total amount of its stocks outstanding. This makes up a total of 646.75M shares of The Southern Company. Compared to the previous quarter, the number grew by 1.03% or 6.56M shares more. As for the holding position changes, 39.46% (642) of current hedge fund investors increased the number of shares held, 34.97% (569) of current holders sold a part of the shares held, and 5.29% (86) closed the holdings completely. 140 hedge funds are new holders of The Southern Company stock in Q1 2022, it is 8.6% of total holders.

Hedge funds holding The Southern Company (Q2 2017 – Q1 2022)

Number of hedge funds
Q2 2017 1,160
Q3 2017 1,149
Q4 2017 1,219
Q1 2018 1,181
Q2 2018 1,167
Q3 2018 1,169
Q4 2018 1,200
Q1 2019 1,254
Q2 2019 1,257
Q3 2019 1,301
Q4 2019 1,425
Q1 2020 1,348
Q2 2020 1,348
Q3 2020 1,340
Q4 2020 1,467
Q1 2021 1,459
Q2 2021 1,476
Q3 2021 1,455
Q4 2021 1,605
Q1 2022 1,627

Hedge funds changes in The Southern Company positions (Q2 2017 – Q1 2022)

Changes in positions
Q2 2017 7149441478103
Q3 2017 6943844966127
Q4 2017 14545944766102
Q1 2018 8545250110439
Q2 2018 6745446576105
Q3 2018 9341447981102
Q4 2018 1334244739476
Q1 2019 13749543671115
Q2 2019 8651345067141
Q3 2019 9849248751173
Q4 2019 20049150560169
Q1 2020 9747959315326
Q2 2020 9855249994105
Q3 2020 9750951991124
Q4 2020 21552452373132
Q1 2021 100587547103122
Q2 2021 11962649789145
Q3 2021 8659450986180
Q4 2021 23465048476161
Q1 2022 14064256986190

Hedge funds changes in The Southern Company stock options (Q2 2017 – Q1 2022)

Changes in stock options
Q2 2017 3,226,949,802 3,107,199,655
Q3 2017 7,296,798,909 7,132,354,249
Q4 2017 21,189,935,997 26,126,854,277
Q1 2018 47,210,395,928 9,145,872,572
Q2 2018 14,220,633,248 39,098,001,004
Q3 2018 3,252,820,880 28,179,915,240
Q4 2018 192,667,544 86,309,128
Q1 2019 294,784,872 117,262,416
Q2 2019 237,778,032 154,025,768
Q3 2019 415,151,435 183,905,984
Q4 2019 166,401,550 1,199,484,930
Q1 2020 198,439,762 10,121,689,964
Q2 2020 216,393,925 5,115,389,760
Q3 2020 303,194,226 100,164,516,350
Q4 2020 207,612,373 45,142,713,854
Q1 2021 270,422,384 315,173,678,552
Q2 2021 230,681,111 45,201,474,781
Q3 2021 189,704,019 45,249,105,629
Q4 2021 248,286,590 45,272,333,938
Q1 2022 259,161,705 203,834,053

Top 50 hedge fund holders of The Southern Company (NYSE:SO)

Hedge fund Value Shares owned Portfolio share
VANGUARD GROUP INC 6.43B 94.65M 0.189%
BLACKROCK INC. Larry Fink 5.19B 76.36M 0.177%
STATE STREET CORP 4.42B 65.06M 0.280%
PRICE T ROWE ASSOCIATES INC /MD/ 4.28B 63.00M 0.702%
FMR LLC 2.52B 37.18M 0.264%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.88B 27.65M 0.703%
GEODE CAPITAL MANAGEMENT, LLC 1.28B 18.92M 0.196%
FRANKLIN RESOURCES INC 1.01B 14.93M 0.553%
NORTHERN TRUST CORP 809.11M 11.89M 0.185%
CAPITAL RESEARCH GLOBAL INVESTORS 776.05M 11.41M 0.255%
LEGAL & GENERAL GROUP PLC 618.55M 9.09M 0.242%
MORGAN STANLEY 607.55M 8.93M 0.083%
BANK OF NEW YORK MELLON CORP 598.10M 8.79M 0.145%
INVESCO LTD. 569.82M 8.37M 0.183%
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 513.75M 7.55M 0.473%
BANK OF AMERICA CORP /DE/ 474.27M 6.97M 0.057%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 381.21M 5.60M 0.137%
FEDERATED HERMES, INC. 361.86M 5.32M 1.060%
PICTET ASSET MANAGEMENT SA 322.39M 4.74M 0.478%
SWISS NATIONAL BANK 313.11M 4.60M 0.224%
GOLDMAN SACHS GROUP INC 291.77M 4.29M 0.068%
WELLS FARGO & COMPANY/MN 286.54M 4.21M 0.093%
NUVEEN ASSET MANAGEMENT, LLC 268.43M 3.94M 0.109%
UBS ASSET MANAGEMENT AMERICAS INC 249.25M 3.66M 0.140%
ENSIGN PEAK ADVISORS, INC 236.69M 3.48M 0.588%
SUMITOMO MITSUI TRUST HOLDINGS, INC. 234.97M 3.45M 0.193%
JPMORGAN CHASE & CO 213.09M 3.13M 0.031%
RENAISSANCE TECHNOLOGIES LLC Jim Simons 208.22M 3.06M 0.295%
ROYAL BANK OF CANADA 194.33M 2.85M 0.061%
WELLINGTON MANAGEMENT GROUP LLP Jean Hynes 169.27M 2.48M 0.036%
AMERIPRISE FINANCIAL INC 149.83M 2.20M 0.055%
RAYMOND JAMES & ASSOCIATES 149.16M 2.19M 0.151%
AMUNDI 142.85M 2.07M 0.085%
RHUMBLINE ADVISERS 139.10M 2.04M 0.207%
CANADA PENSION PLAN INVESTMENT BOARD 138.51M 2.03M 0.235%
MILLENNIUM MANAGEMENT LLC Israel Englander 134.72M 1.98M 0.080%
BANK OF MONTREAL /CAN/ 129.34M 1.82M 0.056%
DIMENSIONAL FUND ADVISORS LP 128.41M 1.88M 0.049%
CONFLUENCE INVESTMENT MANAGEMENT LLC 126.66M 1.86M 2.113%
NEW YORK STATE COMMON RETIREMENT FUND 124.48M 1.83M 0.180%
VICTORY CAPITAL MANAGEMENT INC 123.82M 1.82M 0.144%
FIRST TRUST ADVISORS LP 121.95M 1.79M 0.158%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 119.53M 1.75M 0.202%
NATIONAL PENSION SERVICE 116.27M 1.67M 0.243%
DEUTSCHE BANK AG\ 115.77M 1.70M 0.070%
SYNOVUS FINANCIAL CORP 114.44M 1.68M 1.401%
APG ASSET MANAGEMENT N.V. 113.19M 1.63M 0.292%
ENVESTNET ASSET MANAGEMENT INC 112.92M 1.66M 0.065%
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 111.23M 1.63M 1.119%
LPL FINANCIAL LLC 109.14M 1.60M 0.105%