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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
+$329M
2
AWA
Arete Wealth Advisors
Illinois
+$248M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$233M
4
Norges Bank
Norges Bank
Norway
+$195M
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
-$384M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$201M
3
Millennium Management
Millennium Management
New York
-$135M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$78.3M
5
WHRC
W.H. Reaves & Co
New Jersey
-$65.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
376
Pathway Financial Advisers
Indiana
$4.06M +$4.06M +56,850 New
MMPW
377
Mitchell McLeod Pugh & Williams
Alabama
$4.05M +$348K +4,871 +9%
CHC
378
City Holding Co
West Virginia
$4.02M +$91.4K +1,280 +2%
NB
379
Norinchukin Bank
Japan
$4M -$329K -4,602 -8%
HWAM
380
Hennion & Walsh Asset Management
New Jersey
$4M +$683K +9,567 +21%
WB
381
WesBanco Bank
West Virginia
$3.97M +$1.19M +16,727 +43%
OWM
382
OneAscent Wealth Management
Alabama
$3.96M +$65.5K +917 +2%
PI
383
Putnam Investments
Massachusetts
$3.94M +$259K +3,626 +7%
SB
384
Simmons Bank
Arkansas
$3.93M +$6.36K +89 +0.2%
EA
385
Ellsworth Advisors
Ohio
$3.91M +$89.9K +1,328 +2%
HPG
386
Harvest Portfolios Group
Ontario, Canada
$3.9M +$3.9M +54,599 New
BRWA
387
B. Riley Wealth Advisors
Florida
$3.89M +$134K +1,870 +4%
PMEF
388
Point72 Middle East FZE
United Arab Emirates
$3.86M +$3.86M +54,059 New
RBA
389
Richard Bernstein Advisors
New York
$3.86M – – –
OSAM
390
O'Shaughnessy Asset Management
Connecticut
$3.85M -$889K -12,450 -19%
GWMIA
391
Global Wealth Management Investment Advisory
Florida
$3.84M +$1.57M +22,026 +69%
WorldQuant Millennium Advisors
392
WorldQuant Millennium Advisors
New York
$3.8M -$5.24M -73,365 -58%
CC
393
Cipher Capital
New York
$3.77M +$3.77M +52,828 New
PA
394
Profund Advisors
Maryland
$3.73M -$60.3K -844 -2%
NMERB
395
New Mexico Educational Retirement Board
New Mexico
$3.71M -$164K -2,300 -4%
PCM
396
Penserra Capital Management
California
$3.71M +$3.71M +51,958 New
LWANC
397
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.69M +$332K +4,655 +10%
VPIM
398
Vanguard Personalized Indexing Management
California
$3.67M -$248K -3,478 -6%
WAOTB
399
Wealth Advisors of Tampa Bay
Florida
$3.65M +$548K +7,680 +18%
OC
400
Oakworth Capital
Alabama
$3.65M +$457K +6,400 +14%
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