SO icon

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 %
AIM
1376
Acropolis Investment Management
Missouri
$244K -$1.07K -15 -0.4%
CGFA
1377
Colton Groome Financial Advisors
North Carolina
$244K – – –
RCM
1378
RNC Capital Management
California
$244K -$41.2K -576 -14%
MAP
1379
Milestone Advisory Partners
North Carolina
$243K – – –
ACA
1380
Anchor Capital Advisors
Massachusetts
$243K – – –
DDC
1381
DF Dent & Co
Maryland
$242K -$2.43K -34 -1%
FWIA
1382
Fort Washington Investment Advisors
Ohio
$241K – – –
FLPIM
1383
F.L. Putnam Investment Management
Massachusetts
$241K +$241K +3,373 New
CRI
1384
Colonial River Investments
Virginia
$240K -$20.4K -286 -8%
GGI
1385
Godsey & Gibb Inc
Virginia
$239K +$239K +3,353 New
OFG
1386
OmniStar Financial Group
North Carolina
$239K – – –
BFA
1387
Buttonwood Financial Advisors
Maryland
$238K -$2.86K -40 -1%
FFP
1388
Forbes Financial Planning
Rhode Island
$238K – – –
TW
1389
Transform Wealth
Colorado
$236K +$236K +3,300 New
CWM
1390
Campbell Wealth Management
Virginia
$235K +$2.5K +35 +1%
HR
1391
Howe & Rusling
New York
$235K +$43.3K +607 +23%
WAM
1392
WealthTrust Asset Management
Florida
$235K +$428 +6 +0.2%
ZIG
1393
Zullo Investment Group
Pennsylvania
$235K -$1.93K -27 -0.8%
PWP
1394
Phillips Wealth Planners
Mississippi
$234K +$234K +3,493 New
MF
1395
Meridian Financial
Massachusetts
$234K – – –
LWP
1396
LMG Wealth Partners
Louisiana
$234K +$234K +3,338 New
CFCI
1397
Comprehensive Financial Consultants Institutional
Indiana
$233K +$233K +3,315 New
BAM
1398
Boyar Asset Management
New York
$233K – – –
TCM
1399
Tufton Capital Management
Maryland
$233K +$8.93K +125 +4%
TSS
1400
Two Sigma Securities
New York
$233K -$1.42M -19,947 -86%
54 55
56
57 58