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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
+$329M
2
AWA
Arete Wealth Advisors
Illinois
+$248M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$233M
4
Norges Bank
Norges Bank
Norway
+$195M
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
-$384M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$201M
3
Millennium Management
Millennium Management
New York
-$135M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$78.3M
5
WHRC
W.H. Reaves & Co
New Jersey
-$65.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
326
Carson Advisory
Georgia
$5.21M +$187K +2,618 +4%
BPA
327
Beacon Pointe Advisors
California
$5.18M +$1.11M +15,521 +27%
IFAM
328
Institutional & Family Asset Management
Colorado
$5.14M +$31.8K +446 +0.6%
Thrivent Financial for Lutherans
329
Thrivent Financial for Lutherans
Minnesota
$5.12M +$403K +5,638 +9%
Rafferty Asset Management
330
Rafferty Asset Management
New York
$5.07M +$2.25M +31,513 +80%
Lido Advisors
331
Lido Advisors
California
$5.05M -$867K -12,139 -15%
DADC
332
D.A. Davidson & Co
Montana
$5.05M -$7.21K -101 -0.1%
IA
333
IFG Advisory
Georgia
$5.02M -$25.8K -361 -0.5%
LSERS
334
Louisiana State Employees Retirement System
Louisiana
$5.02M +$164K +2,300 +3%
SPC
335
Sigma Planning Corp
Michigan
$5.01M -$32.3K -453 -0.6%
AIM
336
Anchor Investment Management
South Carolina
$5M +$93.1K +1,304 +2%
RPWA
337
Regent Peak Wealth Advisors
Georgia
$4.9M -$40.5K -539 -0.8%
AWS
338
Atria Wealth Solutions
New York
$4.9M +$711K +9,956 +17%
Walleye Trading
339
Walleye Trading
New York
$4.88M +$3.55M +49,767 +269%
CIBC World Market
340
CIBC World Market
Ontario, Canada
$4.84M +$18K +252 +0.4%
AAM
341
Advisors Asset Management
Colorado
$4.8M +$425K +5,945 +10%
TCM
342
Telos Capital Management
California
$4.78M +$827K +11,580 +21%
WA
343
Waverly Advisors
Alabama
$4.77M +$597K +8,361 +14%
MC
344
Moors & Cabot
Massachusetts
$4.69M -$60.1K -841 -1%
AC
345
Allstate Corporation
Illinois
$4.69M +$39.8K +557 +0.9%
AIM
346
Allstate Investment Management
Illinois
$4.69M +$4.69M +65,608 New
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$4.67M +$569K +7,962 +14%
GT
348
Glenmede Trust
Pennsylvania
$4.65M +$739K +10,348 +19%
BF
349
BOK Financial
Oklahoma
$4.64M +$90.3K +1,264 +2%
Wealth Enhancement Advisory Services
350
Wealth Enhancement Advisory Services
Minnesota
$4.6M +$1.65M +24,520 +56%
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