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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 %
NRI
1051
NFP Retirement Inc
California
$464K +$51.7K +724 +13%
AF
1052
Aldebaran Financial
$462K – – –
ACM
1053
Advisors Capital Management
New Jersey
$459K +$35.4K +495 +8%
BBA
1054
BLB&B Advisors
Pennsylvania
$459K -$15K -210 -3%
RB
1055
Renasant Bank
Mississippi
$459K -$38.1K -534 -8%
CCFM
1056
Clear Creek Financial Management
Washington
$456K +$146K +2,039 +47%
TFS
1057
Thoroughbred Financial Services
Tennessee
$456K +$7.42K +104 +2%
FIBT
1058
First International Bank & Trust
North Dakota
$454K +$10.4K +146 +2%
SDAM
1059
Shulman DeMeo Asset Management
New York
$453K -$571 -8 -0.1%
HCP
1060
Hexagon Capital Partners
Arkansas
$452K -$15.9K -223 -3%
STA
1061
Summit Trail Advisors
New York
$452K -$58.1K -814 -11%
QCG
1062
Quadrant Capital Group
Ohio
$450K -$18.9K -264 -4%
XWM
1063
Xcel Wealth Management
Florida
$448K +$25K +350 +6%
CC
1064
Chicago Capital
Illinois
$448K – – –
BIM
1065
Baldwin Investment Management
Pennsylvania
$448K +$105K +1,475 +31%
KWM
1066
Keebeck Wealth Management
Illinois
$446K +$4.5K +63 +1%
CA
1067
Continuum Advisory
Idaho
$446K +$33.7K +472 +8%
BWS
1068
BCR Wealth Strategies
Alabama
$444K +$4.35K +61 +1%
MHIC
1069
Marble Harbor Investment Counsel
Massachusetts
$442K – – –
FHA
1070
Flagship Harbor Advisors
Massachusetts
$441K +$77.2K +1,081 +21%
FOFP
1071
Fee-Only Financial Planning
South Carolina
$439K +$439K +6,150 New
CI
1072
CX Institutional
Indiana
$439K +$202K +2,823 +85%
SFB
1073
STAR Financial Bank
Indiana
$439K +$439K +6,142 New
PFG
1074
Prosperity Financial Group
California
$437K +$437K +6,124 New
GWP
1075
Gateway Wealth Partners
Wisconsin
$435K +$435K +6,094 New
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