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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 %
BFO
676
Biltmore Family Office
North Carolina
$1.25M +$42.1K +590 +3%
BA
677
Bristlecone Advisors
Washington
$1.24M +$136K +1,902 +12%
RDWM
678
Red Door Wealth Management
Tennessee
$1.23M +$43K +602 +4%
BAMF
679
BI Asset Management Fondsmaeglerselskab
Denmark
$1.23M +$529K +7,415 +76%
AC
680
Abbrea Capital
California
$1.23M +$1.43K +20 +0.1%
GAM
681
Griffin Asset Management
New York
$1.22M -$2.5K -35 -0.2%
MTC
682
Matrix Trust Company
Colorado
$1.22M +$289K +4,050 +31%
HT
683
HighTower Trust
Texas
$1.22M +$126K +1,755 +12%
PTC
684
Philadelphia Trust Company
Pennsylvania
$1.22M -$73.2K -1,025 -6%
NSEDCP
685
NJ State Employees Deferred Compensation Plan
New Jersey
$1.21M – – –
MCM
686
MAI Capital Management
Ohio
$1.21M +$19.1K +267 +2%
WA
687
Wealth Alliance
New York
$1.21M +$47.1K +659 +4%
BG
688
Bahl & Gaynor
Ohio
$1.21M +$250K +3,499 +26%
BFA
689
Benedict Financial Advisors
Georgia
$1.21M +$17.5K +245 +1%
WWM
690
Western Wealth Management
Colorado
$1.2M -$676K -9,471 -36%
CSIC
691
Clifford Swan Investment Counsel
California
$1.2M -$8.21K -115 -0.7%
PAMG
692
Patton Albertson Miller Group
Tennessee
$1.2M -$32.1K -450 -3%
HBT
693
Hills Bank & Trust
Iowa
$1.2M – – –
FMTC
694
Farmers & Merchants Trust Company
California
$1.2M -$14.2K -199 -1%
MWM
695
Meridian Wealth Management
Kentucky
$1.2M +$39.2K +549 +3%
SFG
696
StrategIQ Financial Group
Indiana
$1.19M +$18.4K +258 +2%
ATC
697
Adirondack Trust Company
New York
$1.19M +$26.1K +366 +2%
GLA
698
Good Life Advisors
Pennsylvania
$1.18M -$27.2K -381 -2%
CM
699
Columbus Macro
Pennsylvania
$1.18M +$219K +3,060 +23%
IIA
700
ICW Investment Advisors
Arizona
$1.18M +$24.5K +343 +2%
26 27
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