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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 %
GT
576
Greenleaf Trust
Michigan
$1.73M +$78.7K +1,102 +5%
GRP
577
Global Retirement Partners
California
$1.72M +$143K +2,003 +9%
HH
578
Hilltop Holdings
Texas
$1.7M -$19.1K -267 -1%
SC
579
Stolper & Co
Oklahoma
$1.7M -$300K -4,206 -15%
CG
580
Colony Group
Massachusetts
$1.7M +$187K +2,621 +12%
SIC
581
Salem Investment Counselors
North Carolina
$1.69M +$5.43K +76 +0.3%
FMII
582
Farmers & Merchants Investments Inc
Nebraska
$1.69M +$10.7K +150 +0.6%
HIC
583
Holderness Investments Company
North Carolina
$1.68M -$33.7K -472 -2%
1IA
584
1834 Investment Advisors
Wisconsin
$1.68M -$208K -2,919 -11%
AF
585
Allworth Financial
California
$1.68M +$182K +2,554 +12%
OPA
586
Old Port Advisors
Maine
$1.68M +$79.2K +1,109 +5%
GIA
587
Gateway Investment Advisers
Ohio
$1.67M +$4.93K +69 +0.3%
MHI
588
Miller Howard Investments
New York
$1.66M +$1.66M +23,219 New
CIAS
589
Capital Investment Advisory Services
North Carolina
$1.66M +$134K +1,870 +9%
UCB
590
United Community Bank
South Carolina
$1.65M -$40.8K -572 -2%
BFS
591
Bard Financial Services
Connecticut
$1.65M – – –
ECA
592
Elevated Capital Advisors
Utah
$1.64M +$120K +1,680 +8%
BFG
593
Bleakley Financial Group
New Jersey
$1.64M +$1.64M +22,940 New
SAM
594
Shell Asset Management
Netherlands
$1.64M +$128K +1,799 +9%
AMBIA
595
Allen Mooney & Barnes Investment Advisors
Georgia
$1.62M -$17.1K -240 -1%
MGP
596
Metis Global Partners
California
$1.62M +$491K +6,879 +44%
OQS
597
Occudo Quantitative Strategies
Florida
$1.61M +$214K +2,992 +15%
ZIC
598
ZWJ Investment Counsel
Georgia
$1.61M +$4.29K +60 +0.3%
RFG
599
RFP Financial Group
Georgia
$1.6M +$1.6M +22,467 New
MFG
600
Monte Financial Group
Connecticut
$1.6M -$27.8K -389 -2%
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