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Southern Company
SO

Overview Fund Activity

1,694 hedge funds and large institutions have $48.7B invested in Southern Company in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 773 increasing their positions, 540 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,694
Holders Change
-33
Holders Change %
-1.91%
% of All Funds
27.11%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
111
Increased
773
Reduced
540
Closed
104
Calls
$340M
Puts
$218M
Net Calls
+$122M
Net Calls Change
+$14.7M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$387M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$457M
3
Ameriprise
Ameriprise
Minnesota
$391M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.42B
5
Norges Bank
Norges Bank
Norway
$569M

Top Sellers

1
Invesco
Invesco
Georgia
$457M
2
BlackRock
BlackRock
New York
$5.5B
3
State Street
State Street
Massachusetts
$4.41B
4
Renaissance Technologies
Renaissance Technologies
New York
$85.4M
5
Marshall Wace
Marshall Wace
United Kingdom
$838K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMG
176
CWA Asset Management Group
Florida
$14.5M +$490K +7,046 +3%
RCYC
177
Richard C. Young & Co
Rhode Island
$14.4M +$35.5K +510 +0.2%
DnB Asset Management
178
DnB Asset Management
Norway
$14.2M -$4.9M -70,373 -26%
UIM
179
USS Investment Management
United Kingdom
$14.1M +$119K +1,706 +0.8%
NPA
180
Nichols & Pratt Advisers
Massachusetts
$14.1M -$237K -3,405 -2%
Jane Street
181
Jane Street
New York
$14.1M +$3.33M +47,870 +31%
Schroder Investment Management Group
182
Schroder Investment Management Group
United Kingdom
$14M -$3.34M -48,003 -19%
JPMPWA
183
J.P. Morgan Private Wealth Advisors
California
$13.7M -$40.2M -577,540 -75%
CC
184
Cornerstone Capital
California
$13.7M +$487K +7,005 +4%
CWM
185
C2C Wealth Management
Arizona
$13.7M -$7.21K -100 -0.1%
CAN
186
Cetera Advisor Networks
California
$13.7M +$1.77M +25,445 +15%
URS
187
Utah Retirement Systems
Utah
$13.5M +$34.8K +500 +0.3%
Cetera Investment Advisers
188
Cetera Investment Advisers
Illinois
$13.3M +$862K +12,388 +7%
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$12.9M +$1.04M +14,875 +9%
YCM
190
Yousif Capital Management
Michigan
$12.8M -$801K -11,517 -6%
MAM
191
Martingale Asset Management
Massachusetts
$12.8M -$5.82M -83,656 -31%
KAS
192
Kestra Advisory Services
Texas
$12.3M -$1.27M -18,210 -9%
Public Employees Retirement Association of Colorado
193
Public Employees Retirement Association of Colorado
Colorado
$12.3M -$514K -7,387 -4%
ACA
194
Aptus Capital Advisors
Alabama
$12.2M -$554K -7,956 -4%
Zurich Cantonal Bank
195
Zurich Cantonal Bank
Switzerland
$12.2M +$760K +10,928 +7%
AM
196
AGF Management
Ontario, Canada
$12.1M -$927K -13,321 -7%
Mirae Asset Global Investments
197
Mirae Asset Global Investments
South Korea
$11.8M -$523K -7,518 -4%
HWM
198
HB Wealth Management
Georgia
$11.8M +$264K +3,787 +2%
ERIM
199
Eagle Ridge Investment Management
Connecticut
$11.6M +$987K +14,181 +9%
CIA
200
CCM Investment Advisers
South Carolina
$11.6M -$1.3M -18,633 -10%
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