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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 %
FIA
426
Foundations Investment Advisors
Arizona
$3.22M +$2.08M +29,070 +181%
V
427
Veritable
Delaware
$3.22M +$531K +7,431 +20%
WAP
428
Wealthcare Advisory Partners
Pennsylvania
$3.21M +$121K +1,700 +4%
HCM
429
Hengehold Capital Management
Ohio
$3.2M +$355K +4,972 +12%
HC
430
HNP Capital
New York
$3.2M +$279K +3,902 +10%
BCM
431
Brookstone Capital Management
Illinois
$3.19M +$135K +1,889 +4%
BMSSC
432
B. Metzler seel. Sohn & Co
Germany
$3.17M +$85.6K +1,199 +3%
DLCIG
433
D.L. Carlson Investment Group
New Hampshire
$3.16M -$208K -2,906 -6%
FBT
434
First Bank & Trust
South Dakota
$3.13M +$28.4K +398 +0.9%
MIM
435
MTM Investment Management
South Carolina
$3.12M +$2.5K +35 +0.1%
WSTAM
436
Wilbanks Smith & Thomas Asset Management
Virginia
$3.11M -$11.4K -159 -0.4%
API
437
Advisor Partners II
California
$3.08M -$2.14K -30 -0.1%
FCB
438
First County Bank
Connecticut
$3.08M +$3.08M +43,074 New
DP
439
Dearborn Partners
Illinois
$3.06M -$13.9K -194 -0.5%
USAA
440
United Services Automobile Association
Texas
$3.04M -$89.9K -1,258 -3%
SFG
441
Sovereign Financial Group
Connecticut
$3M +$83.4K +1,168 +3%
PWW
442
Pettyjohn Wood & White
Virginia
$2.98M -$21.4K -300 -0.7%
MSFS
443
Main Street Financial Solutions
Pennsylvania
$2.97M -$109K -1,525 -4%
MCM
444
McRae Capital Management
New Jersey
$2.94M -$221K -3,100 -7%
BEI
445
Benjamin Edwards Inc
Missouri
$2.94M +$71.1K +996 +2%
WIC
446
Woodmont Investment Counsel
Tennessee
$2.93M +$4.64K +65 +0.2%
KIA
447
KCM Investment Advisors
California
$2.92M -$123K -1,721 -4%
S
448
SignatureFD
Georgia
$2.91M -$118K -1,646 -4%
LF
449
Lantz Financial
Illinois
$2.88M +$33.5K +469 +1%
CCP
450
Clarkston Capital Partners
Michigan
$2.88M -$22.7K -318 -0.8%
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