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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 %
PGFC
476
Peapack-Gladstone Financial Corp
New Jersey
$2.58M -$67.1K -940 -3%
DE
477
Day & Ennis
Georgia
$2.57M +$7.02K +99 +0.3%
ACM
478
Argyle Capital Management
Pennsylvania
$2.55M -$25.8K -361 -1%
TAIM
479
Te Ahumairangi Investment Management
New Zealand
$2.55M +$15.7K +220 +0.6%
BBVA
480
Banco Bilbao Vizcaya Argentaria
Spain
$2.54M -$42K -588 -2%
SCA
481
Snowden Capital Advisors
New York
$2.54M +$84.5K +1,183 +3%
OTPPB
482
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.51M -$1.32M -18,438 -34%
GIA
483
Gladstone Institutional Advisory
Florida
$2.51M +$920K +12,882 +58%
FLI
484
Family Legacy Inc
South Carolina
$2.5M +$41.6K +618 +2%
LS
485
Leelyn Smith
Illinois
$2.49M +$243K +3,405 +11%
FCBT
486
First Citizens Bank & Trust
North Carolina
$2.49M +$2.04M +28,574 +456%
UBG
487
United Bank (Georgia)
Georgia
$2.48M +$51.1K +716 +2%
HKIM
488
Hayek Kallen Investment Management
Alabama
$2.46M -$37.4K -524 -1%
KPWS
489
Kestra Private Wealth Services
Texas
$2.45M +$690K +9,662 +39%
FC
490
Forte Capital
New York
$2.45M +$13.4K +187 +0.5%
NMIMC
491
Northwestern Mutual Investment Management Company
Wisconsin
$2.44M -$383K -5,361 -14%
SCM
492
Shelton Capital Management
Colorado
$2.43M -$1.31M -18,312 -35%
EFS
493
Essex Financial Services
Connecticut
$2.41M -$75K -1,051 -3%
Los Angeles Capital Management
494
Los Angeles Capital Management
California
$2.41M +$315K +4,413 +15%
NA
495
NewEdge Advisors
Louisiana
$2.41M +$530K +16,398 +28%
IAIM
496
International Assets Investment Management
Florida
$2.4M +$2.06M +85,504 +605%
CF
497
Cantor Fitzgerald
New York
$2.39M +$4.93K +69 +0.2%
1832 Asset Management
498
1832 Asset Management
Ontario, Canada
$2.39M -$112K -1,574 -4%
AIP
499
Ameritas Investment Partners
Nebraska
$2.36M +$1.11M +15,950 +89%
NHC
500
Nicholas Hoffman & Company
Georgia
$2.35M -$10.6K -148 -0.4%
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