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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 %
GT
826
Glenview Trust
Kentucky
$818K +$164K +2,299 +25%
QI
827
Qtron Investments
Massachusetts
$816K -$118K -1,658 -13%
NL
828
NWAM LLC
Washington
$813K +$38.1K +534 +5%
CCWM
829
Cassaday & Co Wealth Management
Virginia
$813K +$813K +11,385 New
APP
830
Avantax Planning Partners
Iowa
$811K +$15.1K +212 +2%
CW
831
CreativeOne Wealth
Kansas
$811K +$121K +1,695 +18%
V
832
ViaWealth
Kansas
$809K +$809K +11,319 New
AWM
833
Accurate Wealth Management
Florida
$805K +$251K +3,525 +45%
DA
834
Detalus Advisors
Missouri
$800K +$6.36K +89 +0.8%
FTC
835
Farmers Trust Company
Ohio
$798K – – –
RWM
836
Ritholtz Wealth Management
New York
$796K -$644K -9,017 -45%
CAM
837
Centre Asset Management
New York
$792K -$30.5K -427 -4%
CFAM
838
Center For Asset Management
Florida
$792K +$14K +196 +2%
EM
839
Excalibur Management
Massachusetts
$792K -$3.79K -53 -0.5%
CAAS
840
Capital Asset Advisory Services
Michigan
$791K -$138K -1,846 -15%
SWM
841
Silverlake Wealth Management
Vermont
$789K +$357 +5 +0%
EP
842
Eudaimonia Partners
Tennessee
$786K -$446K -6,240 -36%
TC
843
Toews Corporation
New Jersey
$786K -$286K -4,000 -27%
BPC
844
Banque Pictet & Cie
Switzerland
$785K +$129K +1,808 +20%
I
845
INVST
Indiana
$785K -$52.9K -782 -6%
AUB
846
Atlantic Union Bankshares
Virginia
$785K -$119K -1,665 -13%
WKWM
847
Walter & Keenan Wealth Management
Indiana
$784K +$70.1K +981 +10%
NC
848
NovaPoint Capital
Georgia
$784K +$56.1K +785 +8%
GVAG
849
Great Valley Advisor Group
Delaware
$784K -$136K -1,907 -15%
PNC
850
Park National Corp
Ohio
$783K -$87.8K -1,230 -10%
32 33
34
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