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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 %
AG
701
Ascent Group
Virginia
$1.17M -$41.4K -580 -3%
Luther King Capital Management (LKCM)
702
Luther King Capital Management (LKCM)
Texas
$1.17M -$7K -98 -0.6%
MAS
703
Meeder Advisory Services
Ohio
$1.17M +$1.17M +16,397 New
GAMC
704
Garner Asset Management Corp
Texas
$1.17M -$12.7K -178 -1%
BO
705
Bank OZK
Arkansas
$1.17M -$52.3K -733 -4%
TCM
706
Teza Capital Management
Illinois
$1.16M -$544K -7,615 -32%
WB
707
West Bancorporation
Iowa
$1.16M – – –
RPCONE
708
Retirement Planning Company of New England
Rhode Island
$1.16M +$35.7K +500 +3%
CB
709
Cadence Bank
Mississippi
$1.16M +$4.29K +60 +0.4%
CPIA
710
Cornell Pochily Investment Advisors
New York
$1.16M +$1.36K +19 +0.1%
MYLI
711
Meiji Yasuda Life Insurance
Japan
$1.15M -$650K -9,100 -36%
RCA
712
Ranch Capital Advisors
Florida
$1.14M +$17.7K +248 +2%
AAIM
713
Asset Advisors Investment Management
Georgia
$1.14M – – –
MOS
714
MGO One Seven
Ohio
$1.14M +$45.1K +632 +4%
Aviva
715
Aviva
United Kingdom
$1.13M -$9.93K -139 -0.9%
SSB
716
Sandy Spring Bank
Maryland
$1.13M -$95.8K -1,342 -8%
PPC
717
Park Place Capital
Alabama
$1.13M +$1.13M +15,822 New
IIM
718
Ipswich Investment Management
Massachusetts
$1.13M +$2.14K +30 +0.2%
SWM
719
SeaCrest Wealth Management
New York
$1.13M -$408K -5,707 -27%
BCA
720
Bay Colony Advisors
Massachusetts
$1.13M +$176K +2,467 +19%
Holocene Advisors
721
Holocene Advisors
New York
$1.12M +$1.12M +15,696 New
DG
722
DMC Group
Alabama
$1.12M +$5.61K +78 +0.5%
GG
723
Gleason Group
Kentucky
$1.11M +$11.1K +156 +1%
TW
724
TrinityPoint Wealth
Connecticut
$1.11M +$3K +42 +0.3%
SSWM
725
Sheets Smith Wealth Management
North Carolina
$1.11M +$38K +532 +4%
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