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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 %
MW
1151
Marcum Wealth
Ohio
$370K -$61.6K -863 -14%
AWG
1152
Altus Wealth Group
Colorado
$370K +$370K +5,175 New
SBL
1153
Sargent Bickham Lagudis
Colorado
$369K – – –
TWM
1154
Thrive Wealth Management
Pennsylvania
$368K +$36.8K +515 +11%
SMF
1155
Sterling Manor Financial
New York
$368K -$11.8K -165 -3%
MSWM
1156
McGlone Suttner Wealth Management
Wisconsin
$367K +$367K +5,140 New
RCM
1157
RB Capital Management
Nevada
$367K +$36.5K +511 +11%
KCM
1158
KRS Capital Management
Michigan
$367K +$428 +6 +0.1%
PWSG
1159
Pacific Wealth Strategies Group
California
$366K +$366K +5,127 New
HIC
1160
Hartline Investment Corp
Illinois
$366K +$366K +5,126 New
CAM
1161
Campion Asset Management
Virginia
$365K -$16.1K -225 -4%
FC
1162
Fusion Capital
South Carolina
$365K +$1.79K +25 +0.5%
CCA
1163
Childress Capital Advisors
Texas
$365K +$86.9K +1,217 +31%
SC
1164
Searle & Co
Connecticut
$364K -$143K -2,000 -28%
PWM
1165
PBMares Wealth Management
Virginia
$364K – – –
GWS
1166
Glassman Wealth Services
Virginia
$363K -$643 -9 -0.2%
DW
1167
Domani Wealth
Pennsylvania
$363K +$4.85K +68 +1%
CCB
1168
Cutter & Co Brokerage
Missouri
$363K -$12.7K -178 -3%
SFG
1169
SNS Financial Group
Minnesota
$363K +$2.79K +39 +0.8%
HCM
1170
Hall Capital Management
Rhode Island
$362K +$10.7K +150 +3%
WFA
1171
WMG Financial Advisors
Tennessee
$361K +$9.57K +134 +3%
WA
1172
WealthTrust Axiom
Pennsylvania
$360K -$71 -1 -0%
SIC
1173
Sigma Investment Counselors
Michigan
$358K +$786 +11 +0.2%
STC
1174
Sarah T. Connolly
$357K – – –
CIA
1175
Cladis Investment Advisory
Montana
$357K – – –
45 46
47
48 49