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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 %
HAG
751
HF Advisory Group
Maryland
$1.02M +$1.02M +14,328 New
BL
752
Balentine LLC
Georgia
$1.02M -$858K -12,017 -46%
TT
753
TI-Trust
Illinois
$1.01M – – –
CCG
754
Chatham Capital Group
Georgia
$1.01M – – –
RF
755
Rollins Financial
Georgia
$1.01M -$385K -5,386 -28%
KMWM
756
Keudell/Morrison Wealth Management
Oregon
$1.01M +$8.14K +114 +0.8%
Lazard Asset Management
757
Lazard Asset Management
New York
$1.01M +$43K +602 +4%
WLIM
758
White Lighthouse Investment Management
Massachusetts
$1.01M – – –
FCA
759
FinTrust Capital Advisors
South Carolina
$1.01M +$14.9K +208 +1%
FUBT
760
First United Bank & Trust
Maryland
$1M +$42.5K +595 +4%
AP
761
Americana Partners
Texas
$999K -$521K -4,558 -34%
BCP
762
Berkeley Capital Partners
Georgia
$998K +$34.5K +483 +4%
TCM
763
Twin Capital Management
Pennsylvania
$994K +$20.2K +283 +2%
RIA
764
Realta Investment Advisors
Delaware
$986K +$22.6K +316 +2%
UBV
765
United Bank (Virginia)
Virginia
$977K +$5.5K +77 +0.6%
LMKC
766
L.M. Kohn & Company
Ohio
$971K +$48.1K +674 +5%
SS
767
Simplicity Solutions
Minnesota
$968K -$117K -1,635 -11%
BC
768
Burney Company
Virginia
$967K – – –
BCV
769
Banque Cantonale Vaudoise
Switzerland
$966K -$1.03M -14,464 -52%
CI
770
Cigna Investments
Connecticut
$960K +$28.1K +394 +3%
MIM
771
Marco Investment Management
Georgia
$959K +$928 +13 +0.1%
PWM
772
Perigon Wealth Management
California
$957K +$122K +1,708 +15%
CAM
773
Columbia Asset Management
Michigan
$947K -$49.6K -695 -5%
SG Americas Securities
774
SG Americas Securities
New York
$944K -$3.09M -43,270 -77%
TI
775
Tidal Investments
Wisconsin
$943K -$6.07K -85 -0.6%
29 30
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