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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 %
HighTower Advisors
76
HighTower Advisors
Illinois
$69.9M 979,537 +121,106 +14%
Prudential Financial
77
Prudential Financial
New Jersey
$69.9M 978,386 +55,318 +6%
Citigroup
78
Citigroup
New York
$69.4M 972,050 +126,795 +15%
ORIO
79
Old Republic International (ORI)
Illinois
$66.6M 933,000 -36,500 -4%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$64.4M 901,559 -190 -0%
Macquarie Group
81
Macquarie Group
Australia
$63.3M 889,469 -30,575 -3%
CCMG
82
Clark Capital Management Group
Pennsylvania
$61.6M 862,653 -79,143 -8%
Mawer Investment Management
83
Mawer Investment Management
Alberta, Canada
$58.5M 819,239 +5,174 +0.6%
Mitsubishi UFJ Trust & Banking
84
Mitsubishi UFJ Trust & Banking
Japan
$57.9M 810,736 +101,329 +14%
Mitsubishi UFJ Asset Management
85
Mitsubishi UFJ Asset Management
Japan
$57M 792,529 +107,601 +16%
Mackenzie Financial
86
Mackenzie Financial
Ontario, Canada
$56.1M 785,302 -96,769 -11%
JPMPWA
87
J.P. Morgan Private Wealth Advisors
California
$55.3M 774,834 -97,207 -11%
Osaic Holdings
88
Osaic Holdings
Arizona
$55M 770,140 -1,612 -0.2%
SIG
89
Stonegate Investment Group
Alabama
$54.2M 759,089 +1,423 +0.2%
Natixis Advisors
90
Natixis Advisors
Massachusetts
$54.1M 757,477 +24,630 +3%
WG
91
Welch Group
Alabama
$51.8M 724,902 +10,813 +2%
ICG
92
InterOcean Capital Group
Tennessee
$48.3M 675,693 +15,714 +2%
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$46.6M 652,929 +18,559 +3%
State of New Jersey Common Pension Fund D
94
State of New Jersey Common Pension Fund D
New Jersey
$46.4M 649,823 +11,838 +2%
RJFSA
95
Raymond James Financial Services Advisors
Florida
$45.8M 641,099 +3,067 +0.5%
CAI
96
Capital Advisors Inc
Oklahoma
$45.7M 639,651 +5,626 +0.9%
Chevy Chase Trust
97
Chevy Chase Trust
Maryland
$45.1M 632,127 -22,294 -3%
Canada Life
98
Canada Life
Manitoba, Canada
$41.2M 574,019 -7,675 -1%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$41M 573,784 +17,875 +3%
State of Wisconsin Investment Board
100
State of Wisconsin Investment Board
Wisconsin
$40.4M 565,374 -39,309 -7%
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