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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 %
RFN
776
RDA Financial Network
Iowa
$942K +$54.3K +761 +6%
PWM
777
Palumbo Wealth Management
New York
$940K +$39.9K +559 +4%
GI
778
Gradient Investments
Minnesota
$935K -$29.6K -415 -3%
GC
779
Grimes & Company
Massachusetts
$931K +$286K +4,004 +44%
PMG
780
ProVise Management Group
Florida
$930K -$92.8K -1,299 -9%
PRC
781
Pearl River Capital
Michigan
$920K +$920K +12,879 New
KA
782
Kovack Advisors
Florida
$917K +$298K +4,179 +48%
BFC
783
Blue Fin Capital
Rhode Island
$913K -$10.8K -151 -1%
MCA
784
Magnolia Capital Advisors
Mississippi
$911K +$1.86K +26 +0.2%
CPA
785
Court Place Advisors
Maryland
$911K -$30.8K -432 -3%
RMC
786
Resources Management Corp
Connecticut
$910K – – –
CCB
787
Country Club Bank
Missouri
$904K +$7.86K +110 +0.9%
WFS
788
Widmann Financial Services
Maryland
$903K +$8.07K +113 +0.9%
CCA
789
Checchi Capital Advisers
California
$902K -$109K -1,530 -11%
GWANC
790
Guardian Wealth Advisors (North Carolina)
North Carolina
$896K – – –
AF
791
Advisornet Financial
Minnesota
$896K -$50.1K -701 -5%
SA
792
SRH Advisors
Kansas
$894K – – –
TTWM
793
TCV Trust & Wealth Management
Virginia
$894K +$637K +8,916 +248%
FWM
794
ForthRight Wealth Management
Georgia
$894K +$3K +42 +0.3%
Bessemer Group
795
Bessemer Group
New Jersey
$893K -$225K -3,147 -20%
BFIC
796
Bedell Frazier Investment Counselling
California
$892K -$10.4K -145 -1%
MSA
797
Marino Stram & Associates
Massachusetts
$886K +$5K +70 +0.6%
RCI
798
RS Crum Inc
California
$886K -$229K -3,204 -21%
GMA
799
Glassy Mountain Advisors
Maryland
$877K +$877K +12,286 New
IAN
800
Integrated Advisors Network
Texas
$876K +$8.43K +118 +1%
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