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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
27.86%
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
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 Holding Trade Value Shares
Change 		Shares
Change %
WHRC
126
W.H. Reaves & Co
New Jersey
$28M -$65.7M -920,160 -70%
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$27.6M +$749K +10,495 +3%
AWM
128
AE Wealth Management
Kansas
$27.4M +$12.6M +176,419 +85%
US Bancorp
129
US Bancorp
Minnesota
$27M +$1.31M +18,404 +5%
AA
130
ALPS Advisors
Colorado
$26.3M +$4.15M +58,088 +19%
Mariner
131
Mariner
Kansas
$26.2M +$3.22M +45,089 +14%
SO
132
STRS Ohio
Ohio
$25.9M -$315K -4,408 -1%
Teacher Retirement System of Texas
133
Teacher Retirement System of Texas
Texas
$25.8M -$3.56M -49,785 -12%
TD Asset Management
134
TD Asset Management
Ontario, Canada
$25.7M +$680K +9,526 +3%
BA
135
Bridgewater Associates
Connecticut
$25.7M +$10.4M +145,762 +68%
LOIM
136
Liberty One Investment Management
Illinois
$25.7M +$1.52M +21,253 +6%
GHA
137
GW Henssler & Associates
Georgia
$25.5M +$349K +4,892 +1%
UCFA
138
United Capital Financial Advisors
Texas
$25.4M -$352K -4,924 -1%
HAI
139
Hennessy Advisors Inc
California
$25.3M -$921K -12,900 -4%
VanEck Associates
140
VanEck Associates
New York
$24.9M +$6.44M +90,198 +35%
Retirement Systems of Alabama
141
Retirement Systems of Alabama
Alabama
$24.9M -$307K -4,305 -1%
TC
142
Teilinger Capital
Texas
$24.9M +$24.9M +348,700 New
Man Group
143
Man Group
United Kingdom
$24.3M -$1.7M -23,773 -7%
MML Investors Services
144
MML Investors Services
Massachusetts
$23.8M +$1.15M +16,110 +5%
Baird Financial Group
145
Baird Financial Group
Wisconsin
$23.4M +$1.18M +16,498 +5%
AQR Capital Management
146
AQR Capital Management
Connecticut
$22.5M -$4.73M -66,251 -17%
GW
147
GW & Wade
Massachusetts
$21.3M +$335K +4,697 +2%
ASRS
148
Arizona State Retirement System
Arizona
$21.2M +$549K +7,694 +3%
SOMRS
149
State of Michigan Retirement System
Michigan
$21.1M +$586K +8,200 +3%
MSV
150
MN Services Vermogensbeheer
Netherlands
$21.1M -$3.04M -42,600 -13%
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