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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 %
EGM
1751
Engineers Gate Manager
New York
– -$1.49M -21,938 Closed
MAM
1752
Meeder Asset Management
Ohio
– -$1.37M -20,155 Closed
FBFS
1753
First Business Financial Services
Wisconsin
– -$222K -19,283 Closed
Simplex Trading
1754
Simplex Trading
Illinois
– -$1.17M -17,253 Closed
WWM
1755
WT Wealth Management
Arizona
– -$1.17M -17,156 Closed
BBA
1756
Baader Bank Aktiengesellschaft
Germany
– -$1.15M -16,900 Closed
CAN
1757
Claraphi Advisory Network
United States
– -$1.13M -16,608 Closed
Arrowstreet Capital
1758
Arrowstreet Capital
Massachusetts
– -$1.09M -16,090 Closed
AIM
1759
Aigen Investment Management
New York
– -$1.09M -16,046 Closed
FMWA
1760
Forvis Mazars Wealth Advisors
Missouri
– -$1.07M -15,724 Closed
ECM
1761
Element Capital Management
New York
– -$1.06M -15,587 Closed
BAM
1762
Blueshift Asset Management
New Jersey
– -$979K -14,393 Closed
RWA
1763
Redhawk Wealth Advisors
Minnesota
– -$832K -12,243 Closed
HT
1764
HAP Trading
New York
– -$832K -12,228 Closed
TFA
1765
Trinity Financial Advisors
Ohio
– -$734K -10,793 Closed
JAM
1766
Jupiter Asset Management
United Kingdom
– -$710K -10,437 Closed
PCM
1767
Prelude Capital Management
New York
– -$678K -9,975 Closed
VF
1768
Virtu Financial
New York
– -$657K -9,665 Closed
GWSG
1769
GPS Wealth Strategies Group
Colorado
– -$603K -8,867 Closed
IP
1770
Investment Partners
Ohio
– -$576K -8,474 Closed
FRM
1771
Fox Run Management
Connecticut
– -$567K -8,340 Closed
Members Trust
1772
Members Trust
Florida
– -$551K -8,105 Closed
ER
1773
Enlightenment Research
Florida
– -$483K -7,100 Closed
CM
1774
Capula Management
Cayman Islands
– -$452K -6,640 Closed
TL
1775
Tradewinds LLC
North Carolina
– -$440K -6,474 Closed
69 70
71
72 73