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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 %
SFG
626
SevenBridge Financial Group
Pennsylvania
$1.51M -$7.14K -100 -0.5%
SFO
627
Stokes Family Office
Louisiana
$1.5M +$321K +4,501 +27%
AO
628
Advisor OS
Illinois
$1.49M +$339K +4,752 +30%
SMC
629
Smith, Moore & Co
Missouri
$1.48M -$14.7K -206 -1%
CBOR
630
Community Bank of Raymore
Missouri
$1.48M – – –
Koshinski Asset Management
631
Koshinski Asset Management
Illinois
$1.48M -$64.1K -897 -4%
CA
632
Claro Advisors
Massachusetts
$1.47M +$630K +8,819 +75%
CA
633
CapWealth Advisors
Tennessee
$1.47M -$10.7K -150 -0.7%
MCA
634
MSH Capital Advisors
Arizona
$1.47M +$27.8K +389 +2%
SB
635
Strategic Blueprint
Georgia
$1.46M +$555K +7,772 +61%
CFD
636
Creative Financial Designs
Indiana
$1.46M +$80.6K +1,129 +6%
ADL
637
Asset Dedication LLC
California
$1.46M +$132K +1,845 +10%
LNWWM
638
Laird Norton Wetherby Wealth Management
California
$1.45M -$95.5K -1,338 -6%
LTAS
639
Linden Thomas Advisory Services
North Carolina
$1.45M +$1.45M +20,278 New
FCM
640
Fourpath Capital Management
Oklahoma
$1.44M +$34.6K +484 +2%
PAG
641
Private Advisory Group
Washington
$1.44M -$39.4K -552 -3%
CIC
642
Canal Insurance Company
South Carolina
$1.43M – – –
ET
643
Equitable Trust
Tennessee
$1.42M +$698K +9,779 +96%
CFA
644
CWS Financial Advisors
Michigan
$1.42M -$48.1K -773 -3%
JWCA
645
J.W. Cole Advisors
Florida
$1.42M -$77.4K -1,084 -5%
GWM
646
Geneos Wealth Management
Colorado
$1.42M +$77.9K +1,091 +6%
SCM
647
Spreng Capital Management
Ohio
$1.41M -$71.4K -1,000 -5%
GBT
648
Grove Bank & Trust
Florida
$1.41M -$89.5K -1,253 -6%
SBH
649
Segall Bryant & Hamill
Illinois
$1.4M -$32.1K -450 -2%
BMA
650
Brooks Moore & Associates
Tennessee
$1.4M +$11.4K +160 +0.8%
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