SO - Southern Co-The Stock Price, Fair Value and News
70.58USD+0.52 (+0.74%)Market Closed
Which funds bought or sold SO recently?
Which funds are the top buyers of SO?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| VANGUARD GROUP INC | 99,608,600 | 6,984,550,000 | 0.15% |
| BlackRock Inc. | 77,732,500 | 5,450,600,000 | 0.14% |
| STATE STREET CORP | 63,606,400 | 4,460,080,000 | 0.22% |
| FMR LLC | 36,298,500 | 2,545,250,000 | 0.20% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 29,900,500 | 2,096,620,000 | 0.28% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 25,419,600 | 1,782,420,000 | 0.58% |
| GEODE CAPITAL MANAGEMENT, LLC | 20,517,000 | 1,434,270,000 | 0.15% |
| JPMORGAN CHASE & CO | 19,518,400 | 1,368,630,000 | 0.13% |
| Capital International Investors | 16,444,200 | 1,153,060,000 | 0.26% |
| FRANKLIN RESOURCES INC | 15,658,900 | 1,098,000,000 | 0.51% |
Which funds have put a big percent of portfolio in SO?
| Fund Name | $ Value | % Port. |
|---|---|---|
| ClearBridge Investments Ltd | 194,319,000 | 5.44% |
| Windle Wealth, LLC | 6,066,720 | 4.25% |
| Signature Wealth Management Group | 8,423,050 | 3.89% |
| Carson Advisory Inc. | 4,924,350 | 3.83% |
| Chronos Wealth Management, LLC | 5,642,700 | 3.59% |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 25,438,500 | 3.14% |
| Aull & Monroe Investment Management Corp | 6,266,330 | 3.09% |
| Planning Capital Management Corp | 3,817,450 | 2.98% |
| Welch Group, LLC | 54,540,900 | 2.94% |
| Russell Clark Investment Management Ltd | 2,882,000 | 2.87% |
Trend of No. of funds that hold SO
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| NORGES BANK | 631,068,000 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 128,413,000 |
| Boston Partners | 56,923,800 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 34,639,300 |
| Susquehanna Portfolio Strategies, LLC | 28,349,700 |
| Tudor Investment Corp Et Al | 22,887,800 |
| Qube Research & Technologies Ltd | 19,363,100 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 17,245,500 |
Additions
| Fund Name | % Increased |
|---|---|
| Spartan Planning & Wealth Management | 46,500 |
| MARSHALL WACE, LLP | 9,582 |
| Arlington Trust Co LLC | 7,552 |
| Graham Capital Management, L.P. | 5,369 |
| Providence Capital Advisors, LLC | 2,360 |
| TOBAM | 2,325 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1,474 |
| L2 Asset Management, LLC | 1,347 |
Reductions
| Fund Name | % Reduced |
|---|---|
| Castleview Partners, LLC | -99.67 |
| Belmont Capital, LLC | -98.74 |
| Financial Synergies Wealth Advisors, Inc. | -97.27 |
| HITE Hedge Asset Management LLC | -97.21 |
| Schonfeld Strategic Advisors LLC | -96.59 |
| Verition Fund Management LLC | -95.69 |
| Strategic Investment Solutions, Inc. /IL | -95.16 |
| Wellington Shields Capital Management, LLC | -93.82 |
Sold off
| Fund Name | $ Sold |
|---|---|
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | -157,399,000 |
| ExodusPoint Capital Management, LP | -79,216,000 |
| Merewether Investment Management, LP | -51,143,000 |
| ALPS ADVISORS INC | -21,494,100 |
| Covalis Capital LLP | -12,941,500 |
| Aventail Capital Group, LP | -11,766,000 |
| C2C Wealth Management, LLC | -11,360,300 |
| ELEMENT CAPITAL MANAGEMENT LLC | -7,787,180 |