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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 %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$40.3M 563,875 -64,981 -10%
Allianz Asset Management
102
Allianz Asset Management
Germany
$38.7M 541,528 -15,314 -3%
Asset Management One
103
Asset Management One
Japan
$38.6M 534,275 -15,297 -3%
Toronto Dominion Bank
104
Toronto Dominion Bank
Ontario, Canada
$37.9M 531,069 +29,293 +6%
Citadel Advisors
105
Citadel Advisors
Florida
$37.3M 522,728 -359,851 -41%
VDI
106
Vaughan David Investments
Illinois
$37.3M 522,493 +5,135 +1%
CIA
107
Capital Investment Advisors
Georgia
$37.1M 520,031 +509 +0.1%
CIMLRA
108
CBRE Investment Management Listed Real Assets
Pennsylvania
$36.6M 512,280 +512,280 New
ELC
109
Edgar Lomax Company
Virginia
$35.7M 499,845 -2,955 -0.6%
DCM
110
Donaldson Capital Management
Indiana
$34.3M 480,576 -40,731 -8%
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$34M 475,456 +17,956 +4%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$33.9M 474,260 +370,768 +358%
Allspring Global Investments
113
Allspring Global Investments
North Carolina
$33.8M 473,985 -44,031 -8%
Treasurer of the State of North Carolina
114
Treasurer of the State of North Carolina
North Carolina
$33.7M 472,534 +17,220 +4%
Russell Investments Group
115
Russell Investments Group
United Kingdom
$33.6M 469,937 +162,911 +53%
MCC
116
Money Concepts Capital
Florida
$33M 461,660 +62,852 +16%
GF
117
Gabelli Funds
New York
$32.4M 453,300 – –
CDH
118
Charles D. Hyman
$32M 448,699 -668 -0.1%
American Century Companies
119
American Century Companies
Missouri
$32M 447,959 +38,808 +9%
Voloridge Investment Management
120
Voloridge Investment Management
Florida
$30.6M 428,139 +8,267 +2%
MAM
121
Magellan Asset Management
Australia
$30.4M 426,216 +51,559 +14%
BG
122
Bollard Group
Massachusetts
$30.2M 423,241 -2,206 -0.5%
EWA
123
EP Wealth Advisors
California
$29.7M 416,205 +416,205 New
SEI Investments
124
SEI Investments
Pennsylvania
$29.1M 406,824 -167,824 -29%
Verition Fund Management
125
Verition Fund Management
Connecticut
$29M 405,623 +151,353 +60%
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