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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.

Holders
1,727
Holders Change
+76
Holders Change %
+4.6%
% of All Funds
27.87%
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
1
BlackRock
New York
$5.78B
2
AWA
2
Arete Wealth Advisors
Illinois
$875M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.99B
4
Norges Bank
4
Norges Bank
Norway
$436M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$124M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.27B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.3B
3
Millennium Management
3
Millennium Management
New York
$0
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.9B
5
WHRC
5
W.H. Reaves & Co
New Jersey
$28M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$271M 3,792,085 -498,696 -12%
Ensign Peak Advisors
27
Ensign Peak Advisors
Utah
$258M 3,615,095 +134,258 +4%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$246M 3,440,939 +307,219 +10%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$244M 3,415,306 +557,518 +20%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$234M 3,275,962 -179,483 -5%
Renaissance Technologies
31
Renaissance Technologies
New York
$213M 2,978,950 -83,150 -3%
First Trust Advisors
32
First Trust Advisors
Illinois
$187M 2,616,899 +823,439 +46%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$179M 2,504,978 +15,571 +0.6%
Ameriprise
34
Ameriprise
Minnesota
$160M 2,244,847 +41,808 +2%
RJA
35
Raymond James & Associates
Florida
$160M 2,237,113 +43,586 +2%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$154M 2,134,292 +304,844 +17%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$150M 2,102,751 +57,078 +3%
Deutsche Bank
38
Deutsche Bank
Germany
$140M 1,966,809 +264,226 +16%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$139M 1,939,771 +109,157 +6%
COPPSERS
40
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$137M 1,916,405 +280,623 +17%
Victory Capital Management
41
Victory Capital Management
Texas
$135M 1,890,182 +69,252 +4%
CIM
42
Confluence Investment Management
Missouri
$134M 1,882,833 +20,091 +1%
Canada Pension Plan Investment Board
43
Canada Pension Plan Investment Board
Ontario, Canada
$129M 1,800,040 -236,970 -12%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$127M 1,775,764 +17,832 +1%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$126M 1,770,713 +110,132 +7%
ZP
46
Zimmer Partners
New York
$125M 1,749,100 +1,649,000 +1,647%
Caisse de Depot et Placement du Quebec (CDPQ)
47
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$124M 1,740,400 +1,740,400 New
National Pension Service
48
National Pension Service
South Korea
$124M 1,729,734 +53,810 +3%
LPL Financial
49
LPL Financial
California
$122M 1,713,051 +108,039 +7%
Amundi
50
Amundi
France
$121M 1,688,434 -389,974 -19%
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