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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 %
CTB
951
Country Trust Bank
Illinois
$585K +$4.07K +57 +0.7%
CI
952
Conning Inc
Connecticut
$584K -$3.5K -49 -0.6%
BFG
953
Beacon Financial Group
Texas
$581K – – –
MFC
954
Mechanics Financial Corp
Ohio
$579K +$106K +1,484 +22%
KFA
955
Krane Funds Advisors
New York
$578K -$25.3K -355 -4%
FNBOSM
956
First National Bank of South Miami
Florida
$577K – – –
CWM
957
Catalyst Wealth Management
Georgia
$574K +$574K +8,039 New
FNBT
958
FineMark National Bank & Trust
Florida
$574K -$75.6K -1,058 -12%
GCM
959
Gables Capital Management
Florida
$573K -$14.3K -200 -2%
AIP
960
Ahrens Investment Partners
Louisiana
$572K +$64.4K +902 +13%
KFP
961
KMG Fiduciary Partners
Ohio
$570K -$28.6K -400 -5%
SAM
962
Silvercrest Asset Management
New York
$570K – – –
MA
963
MJP Associates
Connecticut
$569K +$59.4K +832 +12%
FCFS
964
First Command Financial Services
Texas
$569K -$6.57K -92 -1%
FCB
965
First Command Bank
Texas
$569K -$6.57K -92 -1%
BWP
966
Baldwin Wealth Partners
Massachusetts
$568K +$41.9K +587 +8%
RIA
967
Richwood Investment Advisors
Ohio
$563K – – –
ESB
968
Essex Savings Bank
Connecticut
$561K -$88.5K -1,240 -14%
OIA
969
Optimum Investment Advisors
Illinois
$560K – – –
WAL
970
W Advisors LLC
Tennessee
$559K -$53.9K -755 -9%
WDG
971
Wealth Dimensions Group
Ohio
$557K +$6.43K +90 +1%
SIA
972
Schechter Investment Advisors
Michigan
$555K +$24.5K +343 +5%
CBT
973
CoreFirst Bank & Trust
Kansas
$555K – – –
FCM
974
Firestone Capital Management
Florida
$551K – – –
TCMP
975
Thrive Capital Management (Pennsylvania)
Pennsylvania
$550K +$37K +518 +7%
37 38
39
40 41