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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 %
FANJ
1001
Financial Architects (New Jersey)
New Jersey
$513K +$231K +3,238 +82%
PSP
1002
Principal Street Partners
Tennessee
$513K +$12.6K +176 +3%
MSAM
1003
Moloney Securities Asset Management
Missouri
$512K -$3.5K -49 -0.7%
WWM
1004
Wagner Wealth Management
South Carolina
$512K +$141K +1,977 +38%
AG
1005
AIA Group
Hong Kong
$512K +$311K +4,358 +155%
CIC
1006
Cornercap Investment Counsel
Georgia
$511K -$172K -2,412 -25%
CIA
1007
Cohen Investment Advisors
New Hampshire
$510K +$21K +294 +4%
KIG
1008
Kennedy Investment Group
New Jersey
$508K +$508K +7,113 New
P
1009
&Partners
Tennessee
$507K -$21.4K -300 -4%
PIM
1010
Perpetual Investment Management
Australia
$506K -$92.8K -1,300 -16%
LBC
1011
Lowe Brockenbrough & Co
Virginia
$506K – – –
SAM
1012
Summit Asset Management
Tennessee
$503K +$72.6K +1,016 +17%
CAM
1013
Cozad Asset Management
Illinois
$503K +$12K +168 +2%
WDC
1014
Woodward Diversified Capital
California
$502K -$20.5K -287 -4%
PA
1015
Parallel Advisors
California
$502K -$86.2K -1,207 -15%
EWA
1016
Exencial Wealth Advisors
Oklahoma
$502K +$60.1K +842 +14%
DJYG
1017
David J. Yvars Group
Florida
$502K +$357 +5 +0.1%
BA
1018
Ballew Advisors
Mississippi
$499K +$56.7K +806 +13%
CSB
1019
City State Bank
Iowa
$497K -$3.57K -50 -0.7%
1IA
1020
1620 Investment Advisors
Massachusetts
$496K +$36.9K +517 +8%
WAAG
1021
Wealth Alliance Advisory Group
Kansas
$494K -$786 -11 -0.2%
MWM
1022
Marietta Wealth Management
Georgia
$492K – – –
MAA
1023
Mraz Amerine & Associates
California
$492K – – –
BFW
1024
Brady Family Wealth
Missouri
$492K +$492K +6,885 New
BIA
1025
Beacon Investment Advisors
Maryland
$491K +$491K +6,877 New
39 40
41
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