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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
27.87%
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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.99B 97,914,225 +3,261,853 +3%
BlackRock
2
BlackRock
New York
$5.78B 80,961,709 +4,600,941 +6%
State Street
3
State Street
Massachusetts
$4.65B 65,181,404 +112,855 +0.2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$4.3B 60,188,708 -2,813,652 -4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.27B 31,812,572 -5,374,774 -14%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.9B 26,558,618 -1,096,715 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.39B 19,514,403 +584,893 +3%
Franklin Resources
8
Franklin Resources
California
$1.08B 15,078,828 +140,698 +0.9%
AWA
9
Arete Wealth Advisors
Illinois
$875M 12,247 +3,472 +40%
Northern Trust
10
Northern Trust
Illinois
$836M 11,700,311 -198,382 -2%
Capital Research Global Investors
11
Capital Research Global Investors
California
$787M 11,026,875 -385,734 -3%
Morgan Stanley
12
Morgan Stanley
New York
$656M 9,190,526 +255,838 +3%
Legal & General Group
13
Legal & General Group
United Kingdom
$646M 9,044,767 -51,516 -0.6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$644M 9,014,095 +218,476 +2%
Invesco
15
Invesco
Georgia
$621M 8,696,050 +316,170 +4%
Bank of America
16
Bank of America
North Carolina
$536M 7,505,281 +530,626 +8%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$513M 7,185,170 -369,991 -5%
Norges Bank
18
Norges Bank
Norway
$436M 6,105,290 +2,731,307 +81%
Charles Schwab
19
Charles Schwab
California
$417M 5,834,364 +228,231 +4%
Federated Hermes
20
Federated Hermes
Pennsylvania
$403M 5,644,083 +322,587 +6%
PAMS
21
Pictet Asset Management (Switzerland)
Switzerland
$356M 4,984,891 +243,848 +5%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$319M 4,462,062 +514,546 +13%
Swiss National Bank
23
Swiss National Bank
Switzerland
$316M 4,423,000 -181,647 -4%
Wells Fargo
24
Wells Fargo
California
$312M 4,371,315 +157,495 +4%
UBS AM
25
UBS AM
Illinois
$278M 3,895,856 +230,359 +6%
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