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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.

New
Increased
Maintained
Reduced
Closed
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
BlackRock
New York
$5.78B
2
AWA
Arete Wealth Advisors
Illinois
$875M
3
Vanguard Group
Vanguard Group
Pennsylvania
$6.99B
4
Norges Bank
Norges Bank
Norway
$436M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$124M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.27B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.3B
3
Millennium Management
Millennium Management
New York
$0
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.9B
5
WHRC
W.H. Reaves & Co
New Jersey
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
176
Core Alternative Capital
Georgia
$15.4M -$607K -8,501 -4%
CGH
177
Crossmark Global Holdings
Texas
$15.3M +$9.89M +138,512 +183%
NPF
178
Norris Perne & French
Michigan
$15.2M +$319K +4,461 +2%
VV
179
Verity & Verity
South Carolina
$15.1M +$498K +6,969 +3%
CIBC Asset Management
180
CIBC Asset Management
Ontario, Canada
$15M +$967K +13,546 +7%
Cerity Partners
181
Cerity Partners
New York
$14.9M +$12.4M +170,282 +487%
NPA
182
Nichols & Pratt Advisers
Massachusetts
$14.7M +$63K +882 +0.4%
RCYC
183
Richard C. Young & Co
Rhode Island
$14.7M -$85.6K -1,199 -0.6%
RPI
184
Railway Pension Investments
United Kingdom
$14.7M – – –
Corient Private Wealth
185
Corient Private Wealth
Florida
$14.6M +$14.6M +205,106 New
CAMG
186
CWA Asset Management Group
Florida
$14.4M -$3.14M -44,003 -18%
UIM
187
USS Investment Management
United Kingdom
$14.4M -$3.26M -45,600 -18%
KAS
188
Kestra Advisory Services
Texas
$14M -$87.2K -1,221 -0.6%
YCM
189
Yousif Capital Management
Michigan
$13.9M +$538K +7,536 +4%
Comerica Bank
190
Comerica Bank
Texas
$13.9M +$23.5K +336 +0.2%
MWM
191
Moran Wealth Management
Florida
$13.8M +$13.8M +193,478 New
URS
192
Utah Retirement Systems
Utah
$13.8M +$200K +2,800 +1%
CC
193
Cornerstone Capital
California
$13.6M +$72.1K +1,010 +0.5%
AIMCA
194
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.4M -$636K -8,900 -5%
AM
195
AGF Management
Ontario, Canada
$13.4M +$13.4M +187,126 New
Pacer Advisors
196
Pacer Advisors
Pennsylvania
$13.3M +$12.6M +176,974 +1,781%
GIBU
197
Gulf International Bank (UK)
United Kingdom
$13.3M +$1.07M +15,000 +9%
CIA
198
CCM Investment Advisers
South Carolina
$13.3M -$1.64M -22,900 -11%
VI
199
Vestcor Inc
New Brunswick, Canada
$13.3M +$5.15M +72,083 +63%
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$13.2M +$39.8K +558 +0.3%
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