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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 %
GCM
401
Greenland Capital Management
New York
$3.62M +$3.62M +50,715 New
FNT
402
First National Trust
Pennsylvania
$3.58M -$38.8K -544 -1%
SFA
403
Sequoia Financial Advisors
Ohio
$3.57M +$2.21M +30,980 +163%
SWM
404
Sugarloaf Wealth Management
Georgia
$3.56M -$293K -4,110 -8%
TLP
405
Trinity Legacy Partners
Texas
$3.56M +$130K +1,815 +4%
Squarepoint
406
Squarepoint
New York
$3.54M +$1.83M +25,568 +106%
PMIA
407
Patrick Mauro Investment Advisor
Illinois
$3.53M +$276K +3,862 +8%
PAM
408
Private Asset Management
California
$3.53M -$119K -1,666 -3%
CNC
409
Canandaigua National Corp
New York
$3.53M +$89.8K +1,258 +3%
LNC
410
Lincoln National Corp
Pennsylvania
$3.52M +$107K +1,498 +3%
FB
411
Fulton Bank
Pennsylvania
$3.48M +$32.8K +459 +1%
CAG
412
Csenge Advisory Group
Florida
$3.46M -$105K -1,465 -3%
Nordea Investment Management
413
Nordea Investment Management
Sweden
$3.44M +$98.9K +1,374 +3%
IGWM
414
ICA Group Wealth Management
Colorado
$3.42M +$2.44M +34,170 +248%
FA
415
Financial Advantage
Maryland
$3.4M +$9.14K +128 +0.3%
PAM
416
Palisade Asset Management
Minnesota
$3.4M – – –
VRM
417
Vectors Research Management
New York
$3.39M +$151K +2,117 +5%
WFMPM
418
Woodley Farra Manion Portfolio Management
Indiana
$3.38M -$180K -2,519 -5%
BFEC
419
Benjamin F. Edwards & Company
Missouri
$3.38M +$138K +1,936 +4%
CSPIA
420
Cary Street Partners Investment Advisory
Virginia
$3.32M -$68.9K -965 -2%
FNFDCM
421
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.32M +$171K +2,400 +5%
IC
422
IEQ Capital
California
$3.31M +$404K +5,653 +14%
EP
423
Edgestream Partners
New Jersey
$3.29M +$2.3M +32,212 +233%
ATFA
424
All Terrain Financial Advisors
Minnesota
$3.26M +$70.3K +985 +2%
RWM
425
Rench Wealth Management
Texas
$3.25M +$50.5K +707 +2%
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