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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 %
AP
1351
Arlington Partners
Alabama
$259K – – –
NF
1352
Nikulski Financial
Iowa
$259K – – –
MRWM
1353
ML&R Wealth Management
Texas
$258K -$4.43K -62 -2%
WCM
1354
WealthBridge Capital Management
Ohio
$257K +$7.36K +103 +3%
IWM
1355
Integris Wealth Management
California
$257K +$257K +3,600 New
TC
1356
TownSquare Capital
Utah
$257K +$257K +3,598 New
GWM
1357
Gray Wealth Management
Maine
$257K +$286 +4 +0.1%
ATWA
1358
Arbor Trust Wealth Advisors
Michigan
$255K – – –
WP
1359
Wealthspan Partners
Iowa
$254K +$214 +3 +0.1%
DA
1360
Drake & Associates
Wisconsin
$254K -$8K -112 -3%
SAG
1361
SageView Advisory Group
California
$254K +$254K +3,558 New
WEG
1362
World Equity Group
Illinois
$254K +$1.29K +18 +0.5%
FBB
1363
Fulton Breakefield Broenniman
Maryland
$253K – – –
WA
1364
Waterford Advisors
New York
$253K +$253K +3,536 New
SFA
1365
Semmax Financial Advisors
North Carolina
$252K +$2.31K +33 +0.9%
SHFP
1366
Second Half Financial Partners
Florida
$251K +$251K +3,715 New
MPI
1367
Mairs & Power Inc
Minnesota
$250K – – –
SLT
1368
St Louis Trust
Missouri
$250K – – –
P
1369
Pitcairn
Pennsylvania
$250K +$21.9K +307 +10%
RWA
1370
Rooted Wealth Advisors
Illinois
$249K +$249K +3,482 New
AF
1371
Apexium Financial
Texas
$247K – – –
CWP
1372
Cyndeo Wealth Partners
Florida
$247K +$247K +3,453 New
IAMOG
1373
Investors Asset Management of Georgia
Georgia
$246K – – –
IAA
1374
Ironsides Asset Advisors
North Carolina
$245K -$2.86K -40 -1%
IA
1375
Insight Advisors
Pennsylvania
$245K +$575 +8 +0.2%
53 54
55
56 57