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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 %
HFM
501
Hartford Financial Management
Connecticut
$2.34M – – –
CIBC Private Wealth Group
502
CIBC Private Wealth Group
Georgia
$2.3M -$12.3K -634 -0.5%
MCIA
503
Mountain Capital Investment Advisors
Colorado
$2.29M +$674K +9,473 +42%
SSA
504
Schonfeld Strategic Advisors
New York
$2.28M -$20.4M -285,940 -90%
MBTD
505
Mechanics Bank - Trust Department
California
$2.26M -$51.3K -718 -2%
WFG
506
Wills Financial Group
Virginia
$2.26M +$13.4K +188 +0.6%
CFB
507
Cullen/Frost Bankers
Texas
$2.25M -$129K -1,800 -5%
CFGS
508
Concourse Financial Group Securities
Alabama
$2.25M +$206K +2,886 +10%
FFIC
509
First Fiduciary Investment Counsel
Ohio
$2.24M -$13.6K -190 -0.6%
SGCA
510
Steel Grove Capital Advisors
Tennessee
$2.23M +$40.9K +573 +2%
CBA
511
Coastal Bridge Advisors
Connecticut
$2.21M +$120K +1,680 +6%
SWM
512
Sculati Wealth Management
Michigan
$2.21M +$644K +9,023 +41%
SBIA
513
Sheaff Brock Investment Advisors
Indiana
$2.2M +$4.93K +69 +0.2%
IA
514
IFP Advisors
Florida
$2.17M +$255K +5,765 +13%
MCM
515
Mainstay Capital Management
Michigan
$2.17M +$109K +1,528 +5%
OIA
516
OneDigital Investment Advisors
Kansas
$2.16M +$1.11M +15,597 +106%
SFS
517
Sowell Financial Services
Arkansas
$2.15M +$19.9K +279 +0.9%
KCPG
518
Kavar Capital Partners Group
Kansas
$2.15M -$67.8K -950 -3%
SAI
519
Systematic Alpha Investments
New Jersey
$2.14M – – –
TYCC
520
Texas Yale Capital Corp
Florida
$2.14M +$554K +7,759 +35%
HW
521
Hancock Whitney
Mississippi
$2.14M -$23.1K -323 -1%
CWM
522
Calamos Wealth Management
Illinois
$2.11M +$39K +546 +2%
EL
523
Essex LLC
Illinois
$2.1M -$37.1K -520 -2%
ONB
524
Old National Bancorp
Indiana
$2.07M +$92.6K +1,297 +5%
RCIM
525
Red Cedar Investment Management
Michigan
$2.05M +$132K +1,847 +7%
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