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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 %
FCA
1301
FLC Capital Advisors
California
$281K – – –
WP
1302
WMS Partners
Maryland
$281K +$71 +1 +0%
SSC
1303
Syverson Strege & Co
Iowa
$281K +$2.57K +36 +0.9%
BLAM
1304
Bourne Lent Asset Management
New York
$281K – – –
FPGK
1305
Financial Partners Group (Kansas)
Kansas
$280K +$280K +4,170 New
SEEDPG
1306
S.E.E.D. Planning Group
New York
$280K +$143 +2 +0.1%
IAM
1307
Innovis Asset Management
Illinois
$279K +$279K +3,912 New
SIM
1308
Stratos Investment Management
Ohio
$279K -$25.6K -359 -8%
BMO
1309
Beck Mack & Oliver
New York
$278K – – –
PAM
1310
Peak Asset Management
Colorado
$278K – – –
NHT
1311
New Hampshire Trust
New Hampshire
$276K +$276K +3,866 New
PIA
1312
Pinion Investment Advisors
Kansas
$276K +$62K +868 +29%
NC
1313
NinePointTwo Capital
California
$274K +$274K +3,839 New
GAM
1314
GEM Asset Management
Michigan
$274K +$274K +3,830 New
HC
1315
Hamilton Capital
Ohio
$273K +$273K +3,829 New
JE
1316
JMAC Enterprises
Pennsylvania
$273K +$214 +3 +0.1%
RSWM
1317
Robertson Stephens Wealth Management
California
$272K +$3.64K +51 +1%
YIA
1318
YHB Investment Advisors
Connecticut
$272K -$28.6K -400 -9%
MIC
1319
Meridian Investment Counsel
California
$272K – – –
AA
1320
Advisory Alpha
Michigan
$272K -$10.9K -152 -4%
SFP
1321
Sweet Financial Partners
Minnesota
$272K +$14.3K +200 +6%
C1AG
1322
Client 1st Advisory Group
Florida
$272K – – –
FCP
1323
Fidelis Capital Partners
Florida
$270K +$270K +3,774 New
RFA
1324
Resurgent Financial Advisors
Georgia
$269K +$269K +3,768 New
WAS
1325
Wealth Advisory Solutions
Indiana
$269K -$136K -1,900 -34%
51 52
53
54 55