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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 %
BMCM
1326
Bryn Mawr Capital Management
Pennsylvania
$269K +$269K +3,760 New
WIC
1327
Willis Investment Counsel
Georgia
$268K +$268K +3,757 New
NAS
1328
Nicolet Advisory Services
Wisconsin
$268K – – –
SA
1329
Strategic Advisors
New York
$268K +$15.7K +220 +6%
ACM
1330
Ardent Capital Management
Ohio
$268K +$268K +3,751 New
FAM
1331
Frontier Asset Management
Wyoming
$267K +$267K +3,744 New
PCP
1332
Proficio Capital Partners
Massachusetts
$267K +$267K +3,740 New
TA
1333
TruWealth Advisors
Louisiana
$266K -$15.1K -212 -5%
MFG
1334
MidWestOne Financial Group
Iowa
$266K – – –
AW
1335
Alaethes Wealth
Nevada
$266K – – –
KWMG
1336
King Wealth Management Group
Florida
$265K – – –
NFG
1337
Nadler Financial Group
Illinois
$264K – – –
WCAMG
1338
Woodard & Company Asset Management Group
North Carolina
$262K – – –
KOC
1339
Koss-Olinger Consulting
Florida
$262K +$262K +3,667 New
TWC
1340
TD Waterhouse Canada
Ontario, Canada
$262K -$11K -151 -4%
AIM
1341
Athena Investment Management
California
$262K – – –
SPWG
1342
Syntegra Private Wealth Group
Missouri
$261K +$261K +3,659 New
TCA
1343
Transcend Capital Advisors
New Jersey
$261K +$18.9K +264 +8%
RMDI
1344
R.M. Davis Inc
Maine
$261K – – –
ISWM
1345
Independent Solutions Wealth Management
New York
$261K -$32.3K -453 -11%
FAM
1346
Family Asset Management
South Carolina
$261K +$261K +3,652 New
PPP
1347
Private Portfolio Partners
New Jersey
$261K +$13.6K +190 +5%
SC
1348
Schubert & Co
Texas
$260K -$27.6K -387 -10%
FAG
1349
Fortitude Advisory Group
Washington
$260K +$5.43K +76 +2%
SC
1350
Sepio Capital
Utah
$260K +$260K +3,635 New
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