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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 %
MS
726
Madden Securities
Texas
$1.1M -$3.57K -50 -0.3%
ICM
727
Islay Capital Management
Texas
$1.1M +$2.07K +29 +0.2%
BAM
728
Belpointe Asset Management
Nevada
$1.09M +$11.8K +165 +1%
CPO
729
Cerity Partners OCIO
New York
$1.09M -$928 -13 -0.1%
WC
730
Woodstock Corp
Massachusetts
$1.09M +$71.1K +995 +7%
MG
731
Mather Group
Illinois
$1.09M +$15.6K +218 +1%
EWM
732
Evercore Wealth Management
New York
$1.08M -$131K -1,829 -11%
PAG
733
Powers Advisory Group
Illinois
$1.08M -$1.14K -16 -0.1%
CT
734
Coastline Trust
Rhode Island
$1.08M +$337K +4,719 +45%
HWP
735
Highline Wealth Partners
California
$1.08M – – –
CCT
736
Chemung Canal Trust
New York
$1.07M -$197K -2,759 -16%
MCM
737
McMillion Capital Management
North Carolina
$1.07M -$12.1K -170 -1%
RP
738
Rowlandmiller & Partners
Georgia
$1.07M -$5.39K -75 -0.5%
GIM
739
Guardian Investment Management
California
$1.06M – – –
PAG
740
Private Advisor Group
New Jersey
$1.06M +$26.5K +2,325 +3%
FFN
741
Focus Financial Network
Minnesota
$1.05M +$71 +1 +0%
MSS
742
Mitchell Sinkler & Starr
Pennsylvania
$1.05M +$50K +700 +5%
JIP
743
Jaffetilchin Investment Partners
Florida
$1.05M -$16.6K -233 -2%
PCS
744
Personal CFO Solutions
New Jersey
$1.04M -$99.1K -1,388 -9%
EWA
745
EverSource Wealth Advisors
Alabama
$1.04M +$110K +1,534 +12%
CS
746
Comerica Securities
Michigan
$1.03M +$159K +2,226 +18%
SAM
747
SignalPoint Asset Management
Missouri
$1.03M -$3.71K -52 -0.4%
GA
748
GoalVest Advisory
New York
$1.03M +$106K +1,479 +11%
LWM
749
Laidlaw Wealth Management
New York
$1.03M +$17.4K +243 +2%
AIS
750
AM Investment Strategies
Tennessee
$1.03M +$3.79K +53 +0.4%
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