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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 %
JFG
1276
Jefferies Financial Group
New York
$295K +$295K +4,136 New
SW
1277
SteelPeak Wealth
California
$295K – – –
SWM
1278
Spire Wealth Management
Virginia
$293K +$33.9K +475 +13%
BFA
1279
Bill Few Associates
Pennsylvania
$293K – – –
EHWM
1280
Eads & Heald Wealth Management
Georgia
$292K – – –
LCM
1281
LCM Capital Management
Illinois
$292K -$3.5K -49 -1%
PFT
1282
Providence First Trust
Arizona
$292K – – –
AFA
1283
AllGen Financial Advisors
Florida
$292K – – –
CST
1284
Charles Schwab Trust
Nevada
$291K +$291K +4,077 New
WT
1285
Washington Trust
Rhode Island
$291K – – –
OAM
1286
Oppenheimer Asset Management
New York
$291K +$10.3K +144 +4%
HWA
1287
Heritage Wealth Advisors
Virginia
$289K – – –
MWM
1288
Mission Wealth Management
California
$289K +$49.9K +699 +21%
PIM
1289
Penobscot Investment Management
Massachusetts
$289K – – –
FA
1290
Fagan Associates
New York
$286K – – –
ST
1291
Sabal Trust
Florida
$286K -$4.64K -65 -2%
DWP
1292
Daymark Wealth Partners
Ohio
$286K +$286K +4,003 New
DA
1293
Doliver Advisors
Texas
$286K +$286K +4,000 New
PCMF
1294
Private Capital Management (Florida)
Florida
$286K +$286K +4,000 New
WIM
1295
WealthPlan Investment Management
Nebraska
$286K +$67.1K +1,000 +31%
TPWA
1296
TRUE Private Wealth Advisors
Oregon
$284K – – –
WP
1297
WealthPLAN Partners
Nebraska
$283K +$283K +4,253 New
ANTB
1298
AMG National Trust Bank
Colorado
$282K -$160K -2,246 -36%
SWA
1299
Sutton Wealth Advisors
Florida
$282K +$10K +140 +4%
LOPW
1300
Live Oak Private Wealth
North Carolina
$282K – – –
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