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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 %
MAM
976
McLean Asset Management
Virginia
$550K +$1.14K +16 +0.2%
BIAS
977
Beacon Investment Advisory Services
New Jersey
$545K -$17.6K -247 -3%
IF
978
Intrua Financial
Texas
$545K -$34.4K -517 -6%
ACI
979
Alpha Cubed Investments
California
$541K -$50.5K -707 -9%
EW
980
Element Wealth
Mississippi
$541K -$12.5K -175 -2%
WW
981
Waterfront Wealth
Kansas
$535K +$29.1K +428 +6%
PAM
982
Peninsula Asset Management
Florida
$535K – – –
CCFCSB
983
Cape Cod Five Cents Savings Bank
Massachusetts
$533K -$5.71K -80 -1%
PA
984
Probity Advisors
Texas
$533K – – –
SL
985
Summitry LLC
California
$532K -$98.1K -1,374 -16%
LIM
986
Lathrop Investment Management
Arkansas
$532K +$34.4K +482 +7%
BST
987
Bath Savings Trust
Maine
$530K -$14.3K -200 -3%
IAIM
988
Industrial Alliance Investment Management
Quebec, Canada
$529K – – –
BIG
989
Builder Investment Group
Georgia
$528K +$528K +7,392 New
IWA
990
IVC Wealth Advisors
Pennsylvania
$528K -$31.6K -443 -6%
DI
991
DFPG Investments
Utah
$526K +$526K +7,356 New
WHC
992
Wulff, Hansen & Co
California
$526K – – –
LWP
993
Lumature Wealth Partners
Georgia
$524K – – –
BHWM
994
Bar Harbor Wealth Management
New Hampshire
$522K -$7.14K -100 -1%
TWM
995
Tradition Wealth Management
Minnesota
$520K +$1.07K +15 +0.2%
TC
996
Telemus Capital
Michigan
$520K +$113K +1,584 +28%
NAG
997
Northstar Advisory Group
New Jersey
$519K +$357 +5 +0.1%
PWPS
998
Pinnacle Wealth Planning Services
Ohio
$518K -$63.1K -883 -11%
UCMOK
999
United Capital Management of KS
Kansas
$516K -$10.9K -153 -2%
PA
1000
PSI Advisors
Florida
$514K -$203K -2,849 -28%
38 39
40
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