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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 %
ONST
601
Old North State Trust
North Carolina
$1.57M -$40.5K -567 -3%
JWBC
602
J.W. Burns & Co
New York
$1.57M +$10.4K +145 +0.7%
EARNEST Partners
603
EARNEST Partners
Georgia
$1.56M +$207K +2,901 +15%
LWAC
604
Laurel Wealth Advisors (California)
California
$1.56M +$36K +504 +2%
AWM
605
Apollon Wealth Management
South Carolina
$1.56M +$118K +1,656 +8%
CK
606
Cohen Klingenstein
New York
$1.56M – – –
QCM
607
Quantinno Capital Management
New York
$1.55M +$1.18M +16,569 +319%
PTC
608
Private Trust Company
Ohio
$1.55M -$22.3K -312 -1%
MJRIC
609
Mogy Joel R Investment Counsel
California
$1.55M – – –
Acadian Asset Management
610
Acadian Asset Management
Massachusetts
$1.55M -$16M -224,513 -91%
SAA
611
Southeast Asset Advisors
Georgia
$1.55M +$928 +13 +0.1%
CSS
612
Cubist Systematic Strategies
Connecticut
$1.54M -$31.6M -442,447 -95%
FNB
613
Farmers National Bank
Kentucky
$1.54M -$75.9K -1,063 -5%
FTDI
614
First Trust Direct Indexing
Massachusetts
$1.54M -$36.5K -511 -2%
TCOV
615
Trust Company of Vermont
Vermont
$1.54M +$42.1K +590 +3%
MA
616
Mutual Advisors
Nebraska
$1.54M -$23.4K -327 -1%
OHWP
617
Oak Harbor Wealth Partners
North Carolina
$1.53M +$1.29K +18 +0.1%
GWM
618
GSB Wealth Management
Connecticut
$1.53M -$516K -7,219 -25%
AWP
619
Ascent Wealth Partners
New York
$1.53M +$93.5K +1,310 +7%
DT
620
Diversified Trust
Tennessee
$1.52M -$171K -2,395 -10%
SW
621
SVB Wealth
Massachusetts
$1.51M -$94.7K -1,326 -6%
WSC
622
Wellington Shields & Co
New York
$1.51M +$18.1K +254 +1%
SP
623
Symmetry Partners
Connecticut
$1.51M +$899K +12,593 +147%
RBC
624
Romano Brothers & Co
Illinois
$1.51M +$5.28K +74 +0.4%
PCM
625
Parsons Capital Management
Rhode Island
$1.51M – – –
23 24
25
26 27