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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 %
SMDAM
276
Sumitomo Mitsui DS Asset Management
Japan
$6.87M +$652K +9,127 +10%
FPB
277
First PREMIER Bank
South Dakota
$6.83M +$33.8K +474 +0.5%
CA
278
Cetera Advisors
Colorado
$6.81M +$440K +6,164 +7%
DILIC
279
Dai-ichi Life Insurance Company
Japan
$6.68M +$857K +12,000 +15%
PWP
280
Principle Wealth Partners
Connecticut
$6.6M -$186K -2,599 -3%
MIA
281
MainStreet Investment Advisors
Illinois
$6.57M -$632K -8,852 -9%
William Blair & Company
282
William Blair & Company
Illinois
$6.57M -$274K -3,835 -4%
IF
283
Insight Folios
North Carolina
$6.54M +$90.8K +1,272 +1%
SVWAG
284
Sound View Wealth Advisors Group
Georgia
$6.49M +$1.02M +14,491 +19%
TNBTD
285
Trustmark National Bank Trust Department
Mississippi
$6.43M -$270K -3,784 -4%
SAM
286
Securian Asset Management
Minnesota
$6.39M +$208K +2,912 +3%
MPWT
287
MassMutual Private Wealth & Trust
Connecticut
$6.33M +$18.8K +263 +0.3%
TNB
288
Thomasville National Bank
Georgia
$6.32M -$69.6K -975 -1%
AMIM
289
Aull & Monroe Investment Management
Alabama
$6.29M -$47.1K -660 -0.7%
KP
290
Keel Point
Alabama
$6.27M +$6.27M +87,764 New
AAS
291
Avantax Advisory Services
Texas
$6.2M +$512K +7,175 +9%
AF
292
Alerus Financial
North Dakota
$6.15M -$86.9K -1,217 -1%
CIM
293
Contravisory Investment Management
Massachusetts
$6.12M +$119K +1,670 +2%
MSRPS
294
Maryland State Retirement & Pension System
Maryland
$6.11M +$6.11M +85,576 New
VWA
295
Visionary Wealth Advisors
Illinois
$6.07M +$418K +5,853 +7%
PAM
296
Panagora Asset Management
Massachusetts
$6.03M -$277K -3,877 -4%
EMPI
297
Elo Mutual Pension Insurance
Finland
$6.02M +$317K +4,442 +6%
ZB
298
Zions Bancorporation
Utah
$6M +$709K +9,931 +13%
OPERF
299
Oregon Public Employees Retirement Fund
Oregon
$5.99M -$6.7M -93,860 -53%
KRS
300
Kentucky Retirement Systems
Kentucky
$5.97M +$26.1K +365 +0.4%
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