SO icon

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 %
HPC
801
HM Payson & Co
Maine
$871K -$28.5K -399 -3%
JWS
802
Juncture Wealth Strategies
Arizona
$870K -$64.3K -900 -7%
SG
803
Stonnington Group
California
$868K -$71.1K -1,000 -8%
CAM
804
Congress Asset Management
Massachusetts
$867K – – –
CWS
805
Confluence Wealth Services
Pennsylvania
$864K -$50.1K -702 -5%
VCM
806
Virtue Capital Management
Tennessee
$860K +$638K +8,937 +288%
AFC
807
AFT Forsyth & Company
Florida
$857K – – –
KIG
808
Kessler Investment Group
Indiana
$856K -$554K -7,757 -39%
FMAEN1
809
Fund Management at Engine No 1
California
$856K +$126K +1,762 +17%
CT
810
Chicago Trust
Illinois
$855K +$35.7K +500 +4%
CIC
811
Carnegie Investment Counsel
Ohio
$854K +$16K +224 +2%
SFP
812
Shepherd Financial Partners
Massachusetts
$853K – – –
FMTCOCP
813
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$853K +$14.4K +201 +2%
CFG
814
Citizens Financial Group
Rhode Island
$846K -$179K -2,508 -17%
SCI
815
Stableford Capital II
Arizona
$842K +$13.4K +187 +2%
PT
816
Plimoth Trust
Massachusetts
$841K -$13.2K -185 -2%
BA
817
Bellwether Advisors
Nebraska
$840K -$1.45M -20,367 -63%
CGL
818
Clarius Group LLC
Washington
$839K +$52.7K +738 +7%
TFS
819
TrustCore Financial Services
Tennessee
$833K -$60.1K -842 -7%
LG
820
LaFleur & Godfrey
Michigan
$832K -$114K -1,591 -12%
LWAM
821
Legacy Wealth Asset Management
Minnesota
$827K +$13.9K +195 +2%
AWM
822
Aberdeen Wealth Management
Illinois
$825K +$357 +5 +0%
CT
823
Clearstead Trust
Maine
$822K +$4K +56 +0.5%
RAG
824
RIA Advisory Group
Iowa
$819K +$819K +13,878 New
NIM
825
Nicollet Investment Management
Minnesota
$818K – – –
31 32
33
34 35