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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 %
SF
51
Synovus Financial
Georgia
$120M 1,677,175 -5,387 -0.3%
APG Asset Management
52
APG Asset Management
Netherlands
$114M 1,592,481 -38,264 -2%
UBS Group
53
UBS Group
Switzerland
$111M 1,557,756 +538,238 +53%
Marshall Wace
54
Marshall Wace
United Kingdom
$108M 1,518,590 +635,046 +72%
DPIM
55
Duff & Phelps Investment Management
Illinois
$104M 1,453,332 +5,840 +0.4%
Balyasny Asset Management
56
Balyasny Asset Management
Illinois
$103M 1,439,855 +790,748 +122%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$101M 1,413,980 -23,685 -2%
CIA
58
ClearBridge Investments (Australia)
Australia
$100M 1,404,861 +1,404,861 New
EIP
59
Energy Income Partners
Connecticut
$97M 1,358,508 +437,448 +47%
Adage Capital Partners
60
Adage Capital Partners
Massachusetts
$95.1M 1,332,300 -25,700 -2%
Principal Financial Group
61
Principal Financial Group
Iowa
$94.4M 1,322,206 -1,968 -0.1%
Jennison Associates
62
Jennison Associates
New York
$94.4M 1,321,398 +363,868 +38%
CS
63
Credit Suisse
Switzerland
$92.6M 1,296,737 +92,088 +8%
Barclays
64
Barclays
United Kingdom
$92.5M 1,294,736 +134,841 +12%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$91.2M 1,278,736 +432,254 +51%
AllianceBernstein
66
AllianceBernstein
Tennessee
$90.3M 1,264,983 +3,649 +0.3%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$87M 1,217,665 -170 -0%
ZIM
68
Zacks Investment Management
Illinois
$84.1M 1,177,309 +43,735 +4%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$83.6M 1,171,286 +3,939 +0.3%
PCA
70
Personal Capital Advisors
California
$82.6M 1,156,505 +29,211 +3%
Truist Financial
71
Truist Financial
North Carolina
$76M 1,064,017 +43,904 +4%
Cohen & Steers
72
Cohen & Steers
New York
$75.2M 1,053,554 – –
Korea Investment Corp
73
Korea Investment Corp
South Korea
$74.3M 1,041,037 +11,971 +1%
Stifel Financial
74
Stifel Financial
Missouri
$71.6M 1,002,164 +44,467 +5%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$71.3M 998,958 +463,143 +86%
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