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Southern Company
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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 %
BNP Paribas Asset Management
351
BNP Paribas Asset Management
France
$4.6M +$15.6K +219 +0.3%
SWP
352
Stratos Wealth Partners
Ohio
$4.57M -$52.6K -736 -1%
D.E. Shaw & Co
353
D.E. Shaw & Co
New York
$4.55M -$651K -9,116 -13%
PFS
354
Prospera Financial Services
Texas
$4.55M -$119K -1,662 -3%
BCM
355
Birmingham Capital Management
Alabama
$4.52M – – –
LMIM
356
Lockheed Martin Investment Management
Maryland
$4.51M +$200K +2,800 +5%
AWA
357
Arkadios Wealth Advisors
Georgia
$4.5M +$748K +10,472 +20%
MLICM
358
Metropolitan Life Insurance Company (MetLife)
New York
$4.5M -$22.6K -317 -0.5%
CCM
359
Coldstream Capital Management
Washington
$4.47M +$4.47M +62,571 New
ClearBridge Investments
360
ClearBridge Investments
New York
$4.45M -$39.3K -550 -0.9%
SWA
361
Stratos Wealth Advisors
Ohio
$4.42M +$143K +2,003 +3%
FVWA
362
Foster Victor Wealth Advisors
South Carolina
$4.39M +$375K +5,236 +9%
CBTWT
363
Community Bank & Trust (Waco, Texas)
Texas
$4.38M -$213K -2,979 -5%
VWMG
364
Virginia Wealth Management Group
Virginia
$4.33M +$134K +1,871 +3%
SFI
365
Siemens Fonds Invest
Germany
$4.32M -$27.9K -391 -0.6%
GIM
366
Goelzer Investment Management
Indiana
$4.25M +$136K +1,901 +3%
SPIA
367
Steward Partners Investment Advisory
New York
$4.22M -$393K -5,505 -9%
KBC Group
368
KBC Group
Belgium
$4.2M +$147K +2,059 +4%
BCCM
369
Bridge Creek Capital Management
Massachusetts
$4.19M +$38.6K +540 +0.9%
SA
370
Shilanski & Associates
Alaska
$4.17M +$4.17M +58,430 New
IMPI
371
Ilmarinen Mutual Pension Insurance
Finland
$4.14M +$4.14M +58,000 New
BA
372
Baugh & Associates
Georgia
$4.14M -$3.93K -55 -0.1%
IIM
373
INTECH Investment Management
Florida
$4.12M -$430K -6,028 -9%
MA
374
Montag & Associates
Georgia
$4.08M +$660K +9,238 +19%
CF
375
Centaurus Financial
California
$4.06M +$2.66M +37,225 +190%
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