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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 %
CAM
301
Carret Asset Management
New York
$5.95M -$14.3K -200 -0.2%
CTC
302
Central Trust Company
Missouri
$5.95M +$92K +1,288 +2%
AAF
303
Andra AP-fonden
Sweden
$5.95M -$2.58M -36,100 -30%
NC
304
NewSquare Capital
Pennsylvania
$5.95M +$495K +6,931 +9%
RA
305
RFG Advisory
Alabama
$5.9M +$168K +2,494 +3%
OPTFSNA
306
Old Point Trust & Financial Services N A
Virginia
$5.89M +$131K +1,830 +2%
WW
307
Windle Wealth
Oklahoma
$5.84M +$5.84M +81,816 New
LFAS
308
Level Four Advisory Services
Texas
$5.82M +$1.56M +21,862 +37%
AWAG
309
ARS Wealth Advisors Group
Florida
$5.8M -$805K -11,273 -12%
OC
310
Oppenheimer & Co
New York
$5.78M +$1.68M +23,500 +41%
HNB
311
Huntington National Bank
Ohio
$5.76M -$77K -1,078 -1%
GAM
312
Gotham Asset Management
New York
$5.75M +$1.56M +21,812 +37%
SIG
313
Sky Investment Group
Connecticut
$5.72M +$42.8K +599 +0.8%
HIMCH
314
Hartford Investment Management Co (HIMCO)
Connecticut
$5.62M -$1.57M -21,966 -22%
SBWIC
315
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.6M +$838K +11,730 +18%
CWM
316
Chronos Wealth Management
Florida
$5.54M +$437K +6,119 +9%
Daiwa Securities Group
317
Daiwa Securities Group
Japan
$5.53M +$460K +6,437 +9%
National Bank of Canada
318
National Bank of Canada
Quebec, Canada
$5.46M +$2.86M +40,071 +110%
Parallax Volatility Advisers
319
Parallax Volatility Advisers
California
$5.44M +$4.46M +62,389 +453%
BHWA
320
Beacon Harbor Wealth Advisors
Virginia
$5.38M +$5.38M +75,277 New
TPCW
321
TD Private Client Wealth
New York
$5.32M +$317K +4,441 +6%
SDIC
322
South Dakota Investment Council
South Dakota
$5.3M – – –
SCM
323
Schnieders Capital Management
California
$5.27M -$32.8K -460 -0.6%
NGA
324
Naples Global Advisors
Florida
$5.24M +$25.4K +356 +0.5%
AFG
325
Albion Financial Group
Utah
$5.21M +$48.6K +680 +0.9%
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