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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 %
HIMC
1251
Heritage Investors Management Corp
Maryland
$309K – – –
ACP
1252
Aviance Capital Partners
Florida
$308K +$53.6K +751 +21%
JC
1253
JB Capital
Connecticut
$308K +$143 +2 +0%
VT
1254
Vise Technologies
New York
$307K -$51K -714 -14%
AAM
1255
Ascension Asset Management
New York
$307K – – –
LWCFA
1256
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$307K -$1.07K -15 -0.3%
TSS
1257
Thomas Story & Son
Indiana
$307K – – –
DIA
1258
Dean Investment Associates
Ohio
$305K -$4K -56 -1%
RCAG
1259
Rehmann Capital Advisory Group
Michigan
$305K -$261K -3,649 -46%
9WM
1260
9258 Wealth Management
Ohio
$304K -$8.5K -119 -3%
PB
1261
Pinnacle Bancorp
Nebraska
$304K -$6.21K -87 -2%
FMP
1262
Financial Management Professionals
Texas
$302K +$2.14K +30 +0.7%
AW
1263
Apricus Wealth
South Carolina
$302K +$21.4K +300 +8%
OFA
1264
Oak Family Advisors
Illinois
$301K – – –
1SB
1265
1ST Source Bank
Indiana
$301K – – –
SXL
1266
Summit X LLC
Missouri
$300K +$300K +4,200 New
LDFR
1267
Lehman & Derafelo Financial Resources
Pennsylvania
$299K -$3.29K -46 -1%
RCM
1268
Radnor Capital Management
Pennsylvania
$299K – – –
AWM
1269
Altus Wealth Management
Kentucky
$298K +$143 +2 +0%
GL
1270
Graypoint LLC
New York
$298K -$10.3K -144 -3%
WJA
1271
Willis Johnson & Associates
Texas
$297K – – –
BOPW
1272
Brandywine Oak Private Wealth
Pennsylvania
$297K – – –
NF
1273
Norwood Financial
Pennsylvania
$297K – – –
TIM
1274
Thompson Investment Management
Wisconsin
$296K – – –
BP
1275
Ballentine Partners
Massachusetts
$296K +$48.2K +675 +19%
49 50
51
52 53