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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 %
LJAC
1176
L.J. Altfest & Co
New York
$354K +$29.1K +408 +9%
FFA
1177
Founders Financial Alliance
North Carolina
$354K +$11.2K +157 +3%
WJWM
1178
Williams Jones Wealth Management
New York
$352K +$1K +14 +0.3%
MWM
1179
Modera Wealth Management
New Jersey
$351K -$41.2K -577 -10%
WA
1180
Wealthstar Advisors
Texas
$351K – – –
DIP
1181
Davis Investment Partners
North Carolina
$350K +$350K +5,216 New
OHWA
1182
Oak Hill Wealth Advisors
Virginia
$350K +$350K +4,899 New
AWE
1183
Avidian Wealth Enterprises
Texas
$349K -$166K -2,324 -32%
MFC
1184
Morris Financial Concepts
South Carolina
$349K -$16.5K -231 -5%
CGH
1185
CMG Global Holdings
Texas
$348K -$3.57K -50 -1%
RVPG
1186
Relative Value Partners Group
$347K +$68.2K +955 +24%
PWMG
1187
Pinnacle Wealth Management Group
Michigan
$347K -$53.5K -750 -13%
BIM
1188
Bridges Investment Management
Nebraska
$346K -$35.7K -500 -9%
BWA
1189
Beam Wealth Advisors
Louisiana
$345K +$1.21K +17 +0.4%
BCG
1190
Breakwater Capital Group
New Jersey
$345K +$345K +4,826 New
TWA
1191
TCI Wealth Advisors
Arizona
$344K -$2.21K -31 -0.6%
CCG
1192
Cypress Capital Group
Florida
$344K – – –
BWG
1193
Beta Wealth Group
California
$343K +$343K +4,800 New
SWA
1194
SFMG Wealth Advisors
Texas
$341K +$357 +5 +0.1%
BRM
1195
Boston Research & Management
Massachusetts
$340K +$4.49K +63 +1%
WA
1196
Wambolt & Associates
Colorado
$338K -$27.9K -391 -8%
PIMG
1197
Patriot Investment Management Group
Tennessee
$338K -$13.3K -195 -4%
FFBTD
1198
First Financial Bank - Trust Division
Ohio
$337K -$428 -6 -0.1%
LFA
1199
Legacy Financial Advisors
Kentucky
$336K +$336K +4,710 New
RFN
1200
Redwood Financial Network
Ohio
$336K +$1.07K +15 +0.3%
46 47
48
49 50