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Southern Company
SO

Overview Fund Activity

1,727 hedge funds and large institutions have $49.8B invested in Southern Company in 2022 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 730 increasing their positions, 511 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,727
Holders Change
+76
Holders Change %
+4.6%
% of All Funds
27.86%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.23%
New
206
Increased
730
Reduced
511
Closed
95
Calls
$319M
Puts
$212M
Net Calls
+$107M
Net Calls Change
+$69.4M

Top Buyers

1
BlackRock
BlackRock
New York
$5.78B
2
AWA
Arete Wealth Advisors
Illinois
$875M
3
Vanguard Group
Vanguard Group
Pennsylvania
$6.99B
4
Norges Bank
Norges Bank
Norway
$436M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$124M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.27B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.3B
3
Millennium Management
Millennium Management
New York
$0
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.9B
5
WHRC
W.H. Reaves & Co
New Jersey
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
226
Stephens Inc
Arkansas
$9.99M -$901K -12,616 -8%
Axa
227
Axa
France
$9.98M -$2.55M -35,695 -20%
RT
228
Rockland Trust
Massachusetts
$9.67M +$16.2K +227 +0.2%
IIM
229
Intact Investment Management
Quebec, Canada
$9.66M -$621K -8,700 -6%
B
230
Bridgeworth
Alabama
$9.49M +$214K +2,997 +2%
Mercer Global Advisors
231
Mercer Global Advisors
Colorado
$9.44M +$771K +10,796 +9%
CWM
232
CIBC World Markets
New York
$9.14M +$7.99M +111,862 +694%
BCM
233
Becker Capital Management
Oregon
$9.12M +$350K +4,899 +4%
PFP
234
Pinnacle Financial Partners
Tennessee
$9.11M +$770K +10,776 +9%
CNB
235
Czech National Bank
Czech Republic
$9.1M +$278K +3,894 +3%
KeyBank National Association
236
KeyBank National Association
Ohio
$9.08M -$42.7K -598 -0.5%
BFA
237
Bragg Financial Advisors
North Carolina
$9.01M +$889K +12,444 +11%
NAM
238
Nissay Asset Management
Japan
$8.96M -$31.7K -444 -0.4%
BB
239
Bell Bank
North Dakota
$8.95M -$521K -7,291 -5%
X
240
Xponance
Pennsylvania
$8.92M +$1.73M +24,288 +24%
BCM
241
Buckhead Capital Management
Georgia
$8.81M -$99.5K -1,394 -1%
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$8.78M +$1.65M +23,080 +23%
AG
243
Advocate Group
Minnesota
$8.77M -$617K -8,637 -7%
Bank of Nova Scotia
244
Bank of Nova Scotia
Ontario, Canada
$8.61M +$2.23M +31,239 +35%
BIA
245
Biondo Investment Advisors
Pennsylvania
$8.53M -$87.6K -1,215 -1%
SWMG
246
Signature Wealth Management Group
Georgia
$8.47M +$43.3K +606 +0.5%
TH
247
TCTC Holdings
Texas
$8.42M -$68.7K -962 -0.8%
CA
248
Cornerstone Advisors
North Carolina
$8.32M – – –
Fisher Asset Management
249
Fisher Asset Management
Washington
$8.26M +$2.34M +32,795 +40%
DRP
250
Decade Renewable Partners
Texas
$8.23M +$8.23M +115,291 New
8 9
10
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