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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 %
SC
526
Savant Capital
Illinois
$2.05M +$438K +7,992 +27%
FCCM
527
First City Capital Management
Georgia
$2.02M -$19.3K -270 -0.9%
MNBTD
528
Moody National Bank Trust Division
Texas
$2.02M -$5.78K -81 -0.3%
JCM
529
Jacobi Capital Management
Pennsylvania
$2.01M +$31.9K +447 +2%
EF
530
Empirical Finance
Pennsylvania
$2M +$162K +2,274 +9%
Assenagon Asset Management
531
Assenagon Asset Management
Luxembourg
$1.99M -$4.31M -60,425 -68%
RF
532
Robbins Farley
New Hampshire
$1.96M -$715K -10,018 -27%
VVP
533
Venture Visionary Partners
Ohio
$1.96M +$155K +2,176 +9%
JIC
534
Johnson Investment Counsel
Ohio
$1.96M +$54.3K +761 +3%
NI
535
Nepsis Inc
Minnesota
$1.96M -$38.2K -535 -2%
LIA
536
LBMC Investment Advisors
Tennessee
$1.94M +$5.36K +75 +0.3%
ACM
537
Adalta Capital Management
New York
$1.94M +$73.2K +1,025 +4%
BA
538
Bennicas & Associates
California
$1.93M -$14.3K -200 -0.7%
RIM
539
Redwood Investment Management
Arizona
$1.92M +$1.92M +26,918 New
BOH
540
Bank of Hawaii
Hawaii
$1.92M +$6.71K +94 +0.4%
BTI
541
Blue Trust Inc
Georgia
$1.91M +$44.3K +651 +2%
DAS
542
Dynamic Advisor Solutions
Arizona
$1.9M +$185K +2,584 +11%
CIC
543
Crawford Investment Counsel
Georgia
$1.9M -$65.1K -911 -3%
FFP
544
FourThought Financial Partners
Florida
$1.89M +$1.89M +26,502 New
TA
545
TFG Advisers
Michigan
$1.89M -$6.36K -89 -0.3%
SGI
546
Summit Global Investments
Utah
$1.89M -$327K -4,579 -15%
NB
547
NBT Bank
New York
$1.88M -$102K -1,425 -5%
PP
548
Prudential plc
United Kingdom
$1.88M +$13.7K +192 +0.7%
TFA
549
Transamerica Financial Advisors
Florida
$1.86M -$331K -4,632 -15%
CB
550
Centennial Bank
Arkansas
$1.86M +$1.86M +26,063 New
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