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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 %
CAM
1076
Cresset Asset Management
Illinois
$435K -$47K -1,303 -10%
BBNB
1077
Baker Boyer National Bank
Washington
$434K +$6K +84 +1%
FAM
1078
Formidable Asset Management
Ohio
$434K – – –
DWT
1079
Dorsey & Whitney Trust
South Dakota
$433K +$16K +227 +4%
IEFM
1080
IQ EQ Fund Management
Ireland
$432K – – –
SC
1081
Schulhoff & Co
Ohio
$428K – – –
CC
1082
Constitution Capital
Connecticut
$428K -$107K -1,500 -20%
MC
1083
Mathes Company
New York
$428K – – –
OSNBOA
1084
Old Second National Bank of Aurora
Illinois
$425K +$100K +1,400 +31%
BBNA
1085
Bremer Bank National Association
Minnesota
$425K -$75.3K -1,056 -15%
KLCM
1086
KG&L Capital Management
Louisiana
$424K +$424K +5,932 New
CTA
1087
Colonial Trust Advisors
South Carolina
$422K -$47.8K -669 -10%
AFAS
1088
Acorn Financial Advisory Services
Virginia
$421K – – –
KFGK
1089
Keystone Financial Group (Kentucky)
Kentucky
$420K +$6.57K +92 +2%
BAM
1090
BOS Asset Management
Illinois
$419K +$419K +5,861 New
AFP
1091
Ausdal Financial Partners
Iowa
$418K +$81.2K +1,137 +24%
AWM
1092
Abound Wealth Management
Tennessee
$418K +$2.43K +34 +0.6%
FWP
1093
FAS Wealth Partners
Kansas
$417K +$3.43K +48 +0.8%
KC
1094
Kingfisher Capital
North Carolina
$417K -$13K -182 -3%
SIS
1095
Sound Income Strategies
Florida
$415K +$294K +4,122 +244%
GC
1096
Gratus Capital
Georgia
$415K +$357 +5 +0.1%
FFM
1097
Forum Financial Management
Illinois
$414K +$106K +1,479 +34%
SPA
1098
Sherbrooke Park Advisers
New York
$414K +$414K +5,800 New
DI
1099
Diligent Investors
California
$410K +$410K +5,743 New
SIM
1100
Sentry Investment Management
Wisconsin
$410K -$101K -1,416 -20%
42 43
44
45 46