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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 %
IIL
926
Insight Inv LLC
California
$637K – – –
CT
927
Cambridge Trust
Massachusetts
$633K +$28.3K +397 +5%
AIC
928
Archer Investment Corporation
Indiana
$628K -$23.8K -333 -4%
AFG
929
Allegheny Financial Group
Pennsylvania
$624K +$11.7K +164 +2%
HCMG
930
Howard Capital Management Group
California
$621K – – –
VWA
931
V Wealth Advisors
Kansas
$620K -$451K -6,314 -42%
VCP
932
Vista Capital Partners
Oregon
$616K – – –
JHCP
933
Jackson Hole Capital Partners
Oklahoma
$616K -$5K -70 -0.8%
EWM
934
Evergreen Wealth Management
Michigan
$613K +$613K +8,588 New
MBT
935
Montecito Bank & Trust
California
$612K -$37.4K -524 -6%
CL
936
Choreo LLC
Illinois
$612K +$205K +2,866 +50%
NFG
937
Nations Financial Group
Iowa
$611K -$22.7K -318 -4%
CA
938
CoreCap Advisors
Michigan
$609K +$53.8K +753 +10%
CA
939
CSM Advisors
Pennsylvania
$609K – – –
NRA
940
NSI Retail Advisors
Pennsylvania
$609K – – –
CHA
941
Carmichael Hill & Associates
Maryland
$609K -$10.7K -150 -2%
AMC
942
Asset Management Corp
Illinois
$607K +$785 +11 +0.1%
WAC
943
William Allan Corp
Colorado
$605K -$31.3K -439 -5%
ETC
944
Exchange Traded Concepts
Oklahoma
$603K +$13.2K +185 +2%
AB
945
Atlas Brown
Kentucky
$601K -$178K -2,488 -23%
CP
946
Castleview Partners
Texas
$601K +$586K +8,212 +4,106%
MMM
947
Mendel Money Management
Illinois
$594K +$1.07K +15 +0.2%
ECG
948
Edge Capital Group
Georgia
$593K -$62.4K -874 -10%
CWG
949
Cornerstone Wealth Group
North Carolina
$588K +$8.28K +116 +1%
GG
950
Gofen & Glossberg
Illinois
$585K – – –
36 37
38
39 40