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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 %
Neuberger Berman Group
251
Neuberger Berman Group
New York
$8.14M +$274K +3,841 +3%
BCI
252
Brinker Capital Investments
Pennsylvania
$8.1M -$378K -5,294 -4%
FG
253
Fiduciary Group
Georgia
$8.06M +$103K +1,444 +1%
HFS
254
Hantz Financial Services
Michigan
$7.98M +$434K +6,076 +6%
DC
255
Davenport & Co
Virginia
$7.93M +$384K +5,370 +5%
ABC
256
Associated Banc-Corp
Wisconsin
$7.92M +$109K +1,528 +1%
IMRF
257
Illinois Municipal Retirement Fund
Illinois
$7.67M -$15M -209,702 -66%
KCM
258
Kanawha Capital Management
Virginia
$7.67M +$173K +2,429 +2%
Royal London Asset Management
259
Royal London Asset Management
United Kingdom
$7.64M -$11.3M -157,979 -60%
UB
260
UMB Bank
Missouri
$7.54M -$1.35M -18,837 -15%
OPS
261
Orion Portfolio Solutions
Nebraska
$7.53M +$867K +12,148 +13%
NEAM
262
New England Asset Management
Connecticut
$7.52M -$88.7K -1,242 -1%
WBC
263
Westpac Banking Corp
Australia
$7.48M +$234K +3,282 +3%
AI
264
Atria Investments
North Carolina
$7.43M +$312K +4,373 +4%
RJT
265
Raymond James Trust
Florida
$7.41M +$252K +3,536 +4%
VLKIM
266
Van Lanschot Kempen Investment Management
Netherlands
$7.36M +$1.53M +21,469 +26%
MFA
267
Mayflower Financial Advisors
Massachusetts
$7.36M -$12.5K -175 -0.2%
BGIM
268
Brandywine Global Investment Management
Pennsylvania
$7.33M +$3.5M +49,021 +91%
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$7.23M +$1.74M +24,386 +32%
CB
270
Commerce Bank
Missouri
$7.23M -$35.6K -499 -0.5%
TRSOTSOK
271
Teachers Retirement System of the State of Kentucky
Kentucky
$7.22M – – –
AMG
272
Advisors Management Group
Wisconsin
$7.2M -$1.14K -16 -0%
CM
273
Churchill Management
California
$6.95M +$88K +1,233 +1%
EIA
274
Edgemoor Investment Advisors
Maryland
$6.9M -$32.8K -459 -0.5%
BCIM
275
British Columbia Investment Management
British Columbia, Canada
$6.89M -$615K -8,616 -8%
9 10
11
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