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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 %
ACA
201
Aptus Capital Advisors
Alabama
$13.1M +$9.23M +129,213 +239%
DekaBank Deutsche Girozentrale
202
DekaBank Deutsche Girozentrale
Germany
$12.9M -$698K -9,674 -5%
Cetera Investment Advisers
203
Cetera Investment Advisers
Illinois
$12.7M +$5.02M +70,235 +65%
Mirae Asset Global Investments
204
Mirae Asset Global Investments
South Korea
$12.7M +$2.19M +30,621 +21%
CWM
205
C2C Wealth Management
Arizona
$12.7M – – –
Robeco Institutional Asset Management
206
Robeco Institutional Asset Management
Netherlands
$12.6M -$10M -140,651 -44%
ProShare Advisors
207
ProShare Advisors
Maryland
$12.2M +$1.35M +18,854 +12%
CAN
208
Cetera Advisor Networks
California
$12.2M +$3.41M +47,806 +39%
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$12.1M -$5.75M -80,460 -32%
SOADOR
210
State of Alaska Department of Revenue
Alaska
$11.9M +$391K +5,480 +3%
HWM
211
HB Wealth Management
Georgia
$11.9M +$621K +8,692 +6%
Zurich Cantonal Bank
212
Zurich Cantonal Bank
Switzerland
$11.7M -$311K -4,361 -3%
Wealthfront Advisers
213
Wealthfront Advisers
California
$11.6M -$583K -8,163 -5%
PFO
214
Pathstone Family Office
New Jersey
$11.6M +$1.79M +24,973 +18%
LIM
215
Leavell Investment Management
Alabama
$11.5M +$110K +1,535 +1%
MOACM
216
Mutual of America Capital Management
New York
$11.1M +$593K +8,299 +6%
TPSF
217
Texas Permanent School Fund
Texas
$11M +$305K +4,271 +3%
Jane Street
218
Jane Street
New York
$11M +$3.69M +51,712 +50%
NYLIM
219
New York Life Investment Management
New York
$11M +$264K +3,701 +2%
ERIM
220
Eagle Ridge Investment Management
Connecticut
$10.9M +$53.6K +750 +0.5%
M&T Bank
221
M&T Bank
New York
$10.9M -$821K -11,489 -7%
Nisa Investment Advisors
222
Nisa Investment Advisors
Missouri
$10.9M -$287K -4,019 -3%
ASN
223
Advisory Services Network
Georgia
$10.5M +$133K +1,861 +1%
KWM
224
Kingsview Wealth Management
Oregon
$10.4M +$779K +10,912 +8%
MDCM
225
Morgan Dempsey Capital Management
Wisconsin
$10.2M +$1.47M +20,567 +17%
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