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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 Market Value Shares Shares
Change 		Shares
Change %
IG
151
ING Group
Netherlands
$20.5M 286,844 +171,796 +149%
MIM
152
MetLife Investment Management
New Jersey
$20.3M 284,304 +2,171 +0.8%
AB
153
Amalgamated Bank
New York
$20.3M 283,814 +1,852 +0.7%
AIG
154
American International Group
New York
$20.2M 283,494 +5,138 +2%
FHA
155
First Horizon Advisors
Tennessee
$19.8M 276,654 +5,653 +2%
Nomura Asset Management
156
Nomura Asset Management
Japan
$19.7M 276,472 +22,443 +9%
DnB Asset Management
157
DnB Asset Management
Norway
$19.6M 273,779 +16,630 +6%
State of Tennessee, Department of Treasury
158
State of Tennessee, Department of Treasury
Tennessee
$19.5M 272,972 -50,479 -16%
Aberdeen Group
159
Aberdeen Group
United Kingdom
$19.3M 270,397 +12,371 +5%
GC
160
Guggenheim Capital
Illinois
$19.2M 268,288 -33,072 -11%
Creative Planning
161
Creative Planning
Kansas
$19.1M 267,328 +5,751 +2%
MAM
162
Martingale Asset Management
Massachusetts
$19.1M 266,926 -9,811 -4%
RFC
163
Regions Financial Corp
Alabama
$19M 266,618 -1,631 -0.6%
FRAF
164
Första AP-fonden
Sweden
$18.2M 254,500 -613,900 -71%
Schroder Investment Management Group
165
Schroder Investment Management Group
United Kingdom
$17.8M 248,944 +96,413 +63%
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$17.7M 247,933 +4,181 +2%
Calamos Advisors
167
Calamos Advisors
Illinois
$17.5M 244,401 -43,136 -15%
FCI
168
Financial Counselors Inc
Kansas
$17.2M 241,315 +75 +0%
CWM
169
Cahaba Wealth Management
Georgia
$16.7M 234,406 +361 +0.2%
FMLI
170
Fukoku Mutual Life Insurance
Japan
$16.7M 234,192 – –
DIA
171
Davidson Investment Advisors
Montana
$16.7M 233,721 -2,351 -1%
II
172
IFM Investors
Australia
$16.7M 233,675 -74,351 -24%
Kayne Anderson Rudnick Investment Management
173
Kayne Anderson Rudnick Investment Management
California
$16.5M 230,956 +2,814 +1%
Public Sector Pension Investment Board (PSP Investments)
174
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16M 223,994 +34,048 +18%
Janus Henderson Group
175
Janus Henderson Group
United Kingdom
$15.9M 222,002 -188,152 -46%
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