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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 %
Walleye Capital
451
Walleye Capital
New York
$2.87M -$1.7M -23,752 -37%
BKA
452
Brick & Kyle Associates
Pennsylvania
$2.86M -$39.7K -556 -1%
SFM
453
Soros Fund Management
New York
$2.86M +$2.86M +40,000 New
RCM
454
Raleigh Capital Management
North Carolina
$2.84M +$269K +3,766 +10%
PA
455
Pinnacle Associates
New York
$2.83M +$68.3K +957 +2%
FPCM
456
Financial Partners Capital Management
New York
$2.83M +$77.8K +1,090 +3%
TF
457
TIAA FSB
Florida
$2.82M -$305K -4,267 -10%
BC
458
Brookfield Corp
Ontario, Canada
$2.82M +$2.82M +39,522 New
GIP
459
Greatmark Investment Partners
Georgia
$2.81M +$14.3K +200 +0.5%
EA
460
Eudaimonia Advisors
Tennessee
$2.8M +$267K +3,733 +11%
AIA
461
Armor Investment Advisors
North Carolina
$2.8M -$111K -1,556 -4%
SCP
462
Shorepoint Capital Partners
Massachusetts
$2.77M +$2.48M +34,734 +863%
MMHP
463
Murphy Middleton Hinkle & Parker
Georgia
$2.76M +$10.8K +151 +0.4%
TMAM
464
Tokio Marine Asset Management
Japan
$2.72M +$99.3K +1,391 +4%
KRSITF
465
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.72M – – –
RIL
466
Rothschild Investment LLC
Illinois
$2.71M +$179K +2,505 +7%
SC
467
SouthState Corp
Florida
$2.71M +$116K +1,622 +4%
ATC
468
Argent Trust Co
Tennessee
$2.7M +$105K +1,469 +4%
BW
469
Bison Wealth
Georgia
$2.64M +$92.2K +1,367 +4%
USCWA
470
U.S. Capital Wealth Advisors
Texas
$2.64M +$2.64M +36,951 New
PRS
471
Pinkerton Retirement Specialists
Idaho
$2.64M +$270K +3,775 +11%
Brown Advisory
472
Brown Advisory
Maryland
$2.61M +$175K +2,448 +7%
DZ Bank
473
DZ Bank
Germany
$2.61M – – –
MFG
474
Merit Financial Group
Georgia
$2.6M +$50.1K +701 +2%
B
475
Bailard
California
$2.59M -$17K -238 -0.7%
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