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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 %
KIG
1101
Kowal Investment Group
Wisconsin
$410K +$10.5K +147 +3%
SL
1102
Salomon & Ludwin
Virginia
$409K +$409K +5,726 New
PG
1103
Patten Group
Tennessee
$409K +$38.6K +540 +10%
CI
1104
Carroll Investors
South Carolina
$407K -$71.5K -1,000 -15%
GJIA
1105
Glass Jacobson Investment Advisors
Maryland
$407K +$407K +5,694 New
AP
1106
Appleton Partners
Massachusetts
$406K – – –
KCFA
1107
Key Client Fiduciary Advisors
New Jersey
$405K +$405K +5,675 New
DSC
1108
Duncker Streett & Co
Missouri
$403K – – –
DLG
1109
Daniel L. Goodwin
$403K +$13.9K +195 +4%
KA
1110
Klingman & Associates
New York
$403K +$12.9K +180 +3%
KFA
1111
Kapstone Financial Advisors
Ohio
$403K +$403K +5,870 New
ORC
1112
O'Rourke & Company
Massachusetts
$400K +$65.8K +923 +20%
WPC
1113
Wedmont Private Capital
Pennsylvania
$399K -$35K -489 -8%
PJSIMP
1114
P.J. Schmidt Investment Management (PJS)
Wisconsin
$397K – – –
FAM
1115
Flaharty Asset Management
Florida
$396K – – –
VFP
1116
Verus Financial Partners
Virginia
$396K – – –
EGWAG
1117
Elwood & Goetz Wealth Advisory Group
Georgia
$393K +$102K +1,428 +35%
KFP
1118
Keystone Financial Planning
Ohio
$393K – – –
AT
1119
Arden Trust
Delaware
$393K – – –
CPIG
1120
Chicago Partners Investment Group
Illinois
$393K +$71.9K +1,061 +22%
OBGC
1121
O'Brien Greene & Co
Pennsylvania
$392K -$799K -11,189 -67%
RWI
1122
Red Wave Investments
Pennsylvania
$391K -$303K -4,246 -44%
SFP
1123
Sandbox Financial Partners
Maryland
$390K +$71 +1 +0%
AFA
1124
American Financial Advisors
Georgia
$389K +$58.8K +824 +18%
RB
1125
Rodgers Brothers
Pennsylvania
$389K – – –
43 44
45
46 47