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Southern Company
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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 %
GEA
1126
Glen Eagle Advisors
New Jersey
$388K -$18.9K -264 -5%
FNBTCON
1127
First National Bank & Trust Co of Newtown
Pennsylvania
$387K – – –
LGA
1128
Lebenthal Global Advisors
New York
$386K +$7.14K +100 +2%
BCM
1129
Bienville Capital Management
New York
$386K – – –
AWM
1130
Aevitas Wealth Management
Massachusetts
$386K +$1.21K +17 +0.3%
BAM
1131
Beaumont Asset Management
Texas
$385K +$4.43K +62 +1%
JSL
1132
JT Stratford LLC
Georgia
$385K +$40.6K +569 +12%
ZF
1133
Zhang Financial
Michigan
$384K -$16.6K -233 -4%
WPW
1134
Waldron Private Wealth
Pennsylvania
$383K – – –
SFWA
1135
Summit Financial Wealth Advisors
Louisiana
$382K – – –
CC
1136
Courier Capital
New York
$381K – – –
ACP
1137
Arcus Capital Partners
Georgia
$380K +$2.86K +40 +0.8%
PCA
1138
Private Capital Advisors
Connecticut
$378K – – –
AWM
1139
Affinity Wealth Management
Delaware
$378K -$14.3K -200 -4%
CWM
1140
Cranbrook Wealth Management
Michigan
$377K – – –
MHR
1141
Matthew Hamilton Rosenberg
$377K +$1.07K +15 +0.3%
DLHL
1142
Donald L. Hagan LLC
Florida
$376K +$71 +1 +0%
JLBC
1143
J.L. Bainbridge & Co
Florida
$375K +$286 +4 +0.1%
ACM
1144
AlphaStar Capital Management
North Carolina
$374K +$1.14K +16 +0.3%
RW
1145
REDW Wealth
New Mexico
$374K – – –
IC
1146
Inscription Capital
Texas
$373K – – –
LDB
1147
Lee, Danner & Bass
Tennessee
$373K +$4.22K +59 +1%
AA
1148
Auxano Advisors
Washington
$371K – – –
PFM
1149
Parsec Financial Management
North Carolina
$371K +$26.2K +367 +8%
EIA
1150
Eastover Investment Advisors
North Carolina
$370K – – –
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