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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 %
CA
1026
Clearstead Advisors
Ohio
$491K -$74.8K -1,048 -13%
GLA
1027
Great Lakes Advisors
Illinois
$490K -$36.8K -515 -7%
SCA
1028
Stokes Capital Advisors
South Carolina
$489K +$489K +6,849 New
MFWP
1029
Mosaic Family Wealth Partners
Missouri
$488K +$488K +6,834 New
NB
1030
Northwest Bancshares
Pennsylvania
$487K – – –
PA
1031
PFG Advisors
Arizona
$487K +$63.8K +894 +15%
DFG
1032
Delta Financial Group
New Jersey
$487K +$487K +6,744 New
AAG
1033
Armstrong Advisory Group
Massachusetts
$486K +$486K +6,803 New
AI
1034
Accredited Investors
Minnesota
$482K +$482K +6,756 New
MIM
1035
Moseley Investment Management
Florida
$481K -$17.5K -245 -4%
XF
1036
XML Financial
Maryland
$480K +$75.6K +1,059 +19%
IMOV
1037
Investment Management of Virginia
Virginia
$478K -$3.36K -47 -0.7%
SC
1038
Scotia Capital
Ontario, Canada
$476K -$656K -9,180 -58%
VHAM
1039
Van Hulzen Asset Management
California
$475K +$2.28K +32 +0.5%
LI
1040
LVZ Inc
Michigan
$475K -$3.14K -44 -0.7%
GP
1041
Girard Partners
Pennsylvania
$474K +$241K +3,371 +103%
ALAM
1042
Asahi Life Asset Management
Japan
$473K +$273K +3,820 +136%
NCM
1043
Novare Capital Management
North Carolina
$470K -$205K -2,870 -30%
LC
1044
LCNB Corp
Ohio
$469K -$10.7K -150 -2%
MA
1045
MKT Advisors
California
$468K -$9.59K -134 -2%
HTC
1046
Haverford Trust Company
Pennsylvania
$467K -$375K -5,245 -45%
BFG
1047
Berger Financial Group
Minnesota
$467K -$44.9K -629 -9%
CSI
1048
Cross Staff Investments
New York
$467K – – –
CWP
1049
Concord Wealth Partners
Virginia
$465K -$28.2K -395 -6%
SN
1050
Sittner & Nelson
Oregon
$465K +$35.9K +503 +8%
40 41
42
43 44