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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 %
EI
651
Ethic Inc
New York
$1.39M -$321K -4,497 -19%
ERIC
652
Eagle Rock Investment Company
Georgia
$1.39M +$1.15M +16,036 +483%
ATPW
653
Ashton Thomas Private Wealth
Arizona
$1.38M +$877K +12,278 +174%
BC
654
Barnett & Company
Tennessee
$1.37M -$41.8K -586 -3%
PP
655
Patten & Patten
Tennessee
$1.37M +$2.22K +31 +0.2%
PA
656
Procyon Advisors
Connecticut
$1.36M +$183K +2,556 +15%
TA
657
TrueWealth Advisors
Alabama
$1.36M +$209K +2,923 +18%
CCM
658
Cohen Capital Management
California
$1.36M – – –
EIP
659
Epoch Investment Partners
New York
$1.35M +$99.1K +1,388 +8%
RWP
660
RWA Wealth Partners
Massachusetts
$1.35M – – –
DAM
661
Derbend Asset Management
Georgia
$1.33M -$26.9K -376 -2%
IWC
662
Integrated Wealth Concepts
Massachusetts
$1.32M -$24.8K -348 -2%
MAM
663
Mystic Asset Management
Rhode Island
$1.32M +$4.64K +65 +0.4%
MAG
664
Mayfair Advisory Group
Alabama
$1.31M +$199K +2,788 +18%
HNWAG
665
High Net Worth Advisory Group
Florida
$1.29M +$500K +6,996 +63%
WS
666
Wedbush Securities
California
$1.29M +$29K +406 +2%
MIC
667
Means Investment Company
Maine
$1.28M +$675K +9,455 +111%
IP
668
Ignite Planners
California
$1.28M +$24.6K +362 +2%
DAM
669
Delta Asset Management
Tennessee
$1.28M +$19.1K +267 +2%
TBNY
670
Trustco Bank (New York)
New York
$1.27M -$592K -8,294 -32%
HVIA
671
Hudson Valley Investment Advisors
New York
$1.27M -$45.7K -640 -3%
HWA
672
HHM Wealth Advisors
Tennessee
$1.26M +$124K +1,732 +11%
PCIA
673
Prime Capital Investment Advisors
Kansas
$1.25M -$1.35M -18,970 -52%
CPC
674
Consolidated Planning Corp
Georgia
$1.25M -$9.64K -135 -0.8%
CA
675
Cullinan Associates
Kentucky
$1.25M -$3.21K -45 -0.3%
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