SO icon

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 %
ACIM
551
Azimuth Capital Investment Management
Michigan
$1.86M +$9.28K +130 +0.5%
SYBT
552
Stock Yards Bank & Trust
Kentucky
$1.85M +$24.9K +348 +1%
RIA
553
Regal Investment Advisors
Michigan
$1.85M +$37.8K +529 +2%
JGUA
554
John G. Ullman & Associates
New York
$1.85M +$5.57K +78 +0.3%
BB
555
Busey Bank
Illinois
$1.84M +$198K +2,776 +12%
NAM
556
NTV Asset Management
West Virginia
$1.84M – – –
BSW
557
Buckingham Strategic Wealth
Missouri
$1.82M -$23K -322 -1%
WG
558
Winton Group
United Kingdom
$1.82M +$1.08M +15,135 +146%
TRCT
559
Tower Research Capital (TRC)
New York
$1.81M -$9.94M -139,153 -85%
WPC
560
Waters Parkerson & Co
Louisiana
$1.8M -$98.1K -1,373 -5%
WANY
561
Wealthspire Advisors (New York)
New York
$1.79M +$148K +2,075 +9%
BBHC
562
Brown Brothers Harriman & Co
New York
$1.79M -$65.4K -916 -4%
HI
563
Harbour Investments
Wisconsin
$1.79M +$56.4K +790 +3%
AAIM
564
American Assets Investment Management
California
$1.79M – – –
VCA
565
Verdence Capital Advisors
Maryland
$1.78M +$14.2K +199 +0.8%
D
566
Diversified
Delaware
$1.77M +$1.77M +24,752 New
SLI
567
Sumitomo Life Insurance
Japan
$1.77M -$38.1K -533 -2%
CNBTD
568
Citizens National Bank Trust Department
Mississippi
$1.77M +$3.79K +53 +0.2%
PAS
569
Park Avenue Securities
New York
$1.76M +$358K +5,010 +25%
CS
570
Capital Square
Tennessee
$1.76M +$7.71K +108 +0.4%
KA
571
Keene & Associates
Texas
$1.75M +$17K +238 +1%
PFSC
572
Peoples Financial Services Corp
Pennsylvania
$1.75M -$14.3K -200 -0.8%
IWM
573
IHT Wealth Management
Illinois
$1.74M +$373K +5,220 +27%
DPI
574
Diversified Portfolios Inc
Michigan
$1.74M -$21.1K -296 -1%
HSA
575
HBK Sorce Advisory
Pennsylvania
$1.73M +$859K +12,030 +99%
21 22
23
24 25