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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 %
ACM
851
Allred Capital Management
Texas
$777K +$22.8K +319 +3%
FAIM
852
Financial Advocates Investment Management
Washington
$776K +$93.3K +1,306 +14%
FA
853
FDx Advisors
Illinois
$776K +$3.14K +44 +0.4%
BFM
854
Boston Financial Management
Massachusetts
$776K – – –
LOIP
855
Live Oak Investment Partners
Texas
$774K – – –
SFG
856
Sunburst Financial Group
Alabama
$773K +$26.3K +368 +4%
CFG
857
Cooper Financial Group
California
$773K -$134K -1,883 -15%
VFA
858
Valeo Financial Advisors
Indiana
$773K +$92.5K +1,296 +14%
VI
859
Versor Investments
New York
$771K -$2.59M -36,200 -77%
TCPWM
860
Traverso Chambers Private Wealth Management
California
$770K -$6.36K -89 -0.8%
CC
861
Corton Capital
Ontario, Canada
$767K -$88.5K -1,240 -10%
CTA
862
Chesley Taft & Associates
Illinois
$763K – – –
JTWM
863
Jackson Thornton Wealth Management
Alabama
$756K -$27.4K -384 -4%
SF
864
Symphony Financial
Texas
$753K -$82.5K -1,138 -10%
VA
865
Valmark Advisers
Ohio
$751K -$9.28K -130 -1%
JWM
866
Jeppson Wealth Management
California
$751K +$420K +5,877 +127%
FNC
867
First National Corp
Massachusetts
$748K -$40.1K -561 -5%
CPSAC
868
Chas P. Smith & Associates (CPS)
Florida
$747K +$4K +56 +0.5%
IB
869
Intrust Bank
Kansas
$745K -$117K -1,641 -14%
SFG
870
Summit Financial Group
West Virginia
$745K – – –
MMG
871
Monetary Management Group
Missouri
$741K – – –
SP
872
Successful Portfolios
Florida
$738K -$5.22K -73 -0.7%
CM
873
Cornerstone Management
Georgia
$738K +$71 +1 +0%
ACS
874
Archford Capital Strategies
Illinois
$736K +$33.3K +466 +5%
LW
875
Linscomb Wealth
Texas
$732K +$139K +1,953 +24%
33 34
35
36 37