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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 %
WMA
1401
Wealth Management Associates
New Jersey
$232K -$35.7K -500 -13%
FIB
1402
First Interstate Bank
Montana
$232K – – –
GJIC
1403
Gamble Jones Investment Counsel
California
$232K – – –
BSB
1404
Bangor Savings Bank
Maine
$231K – – –
AC
1405
Anson Capital
Georgia
$231K +$231K +3,235 New
NSAM
1406
North Star Asset Management
Wisconsin
$230K +$7.14K +100 +3%
WPA
1407
West Paces Advisors
Georgia
$229K -$11.6K -163 -5%
RIS
1408
Retirement Income Solutions
Michigan
$228K +$228K +3,194 New
CG
1409
Caprock Group
Idaho
$228K +$228K +3,189 New
RPG
1410
Resource Planning Group
Georgia
$228K -$85.3K -1,194 -27%
TCWM
1411
Total Clarity Wealth Management
Illinois
$227K +$227K +3,181 New
BWM
1412
Biltmore Wealth Management
Arizona
$226K +$143 +2 +0.1%
QC
1413
Quadrature Capital
United Kingdom
$226K -$11M -153,764 -98%
CCP
1414
Carmel Capital Partners
California
$226K – – –
BONST
1415
Bank of Nova Scotia Trust
Ontario, Canada
$226K -$3.29K -46 -1%
SIMG
1416
Sonora Investment Management Group
Arizona
$226K -$6.64K -93 -3%
WI
1417
Wedgewood Investors
Pennsylvania
$225K – – –
OWA
1418
Octavia Wealth Advisors
Ohio
$225K +$4.86K +68 +2%
CP
1419
Coho Partners
Pennsylvania
$224K – – –
SWP
1420
Summit Wealth Partners
Florida
$223K – – –
MA
1421
MCF Advisors
Kentucky
$222K -$45.8K -642 -17%
CCFP
1422
Charles Carroll Financial Partners
Massachusetts
$221K -$121K -1,700 -35%
HTHT
1423
Hemenway Trust Hemenway Trust
New Hampshire
$221K – – –
IAG
1424
Ipsen Advisor Group
Arkansas
$221K +$221K +3,097 New
Financial Engines Advisors
1425
Financial Engines Advisors
California
$221K +$221K +3,095 New
55 56
57
58 59