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 %
JWM
1426
Janiczek Wealth Management
Colorado
$220K – – –
CA
1427
Calton & Associates
Florida
$219K +$219K +3,061 New
M
1428
MOTCO
Texas
$218K +$18.1K +254 +9%
PFM
1429
Patton Fund Management
Texas
$217K +$217K +3,038 New
BFA
1430
Brown Financial Advisory
Alabama
$217K -$113K -1,576 -34%
AWM
1431
Axxcess Wealth Management
California
$216K -$857 -12 -0.4%
V
1432
VeraBank
Texas
$215K – – –
AA
1433
AlphaMark Advisors
Kentucky
$215K +$11.8K +166 +6%
NC
1434
NBW Capital
Massachusetts
$215K +$215K +3,010 New
FMB
1435
Field & Main Bank
Kentucky
$215K +$12.5K +175 +6%
CMA
1436
Cedar Mountain Advisors
Oregon
$214K +$928 +13 +0.4%
MFS
1437
Madrona Financial Services
Washington
$214K – – –
AMAL
1438
Asset Management Advisors LLC
Oklahoma
$214K – – –
AGC
1439
Aspen Grove Capital
Colorado
$214K +$214K +2,997 New
WRM
1440
Weybosset Research & Management
Rhode Island
$214K – – –
SAM
1441
Secure Asset Management
Michigan
$214K -$7.57K -106 -3%
EFSCE
1442
Enterprise Financial Services Corp (EFSC)
Missouri
$214K -$1.64K -23 -0.8%
JIC
1443
Joel Isaacson & Co
New York
$213K -$89.9K -1,259 -30%
First Manhattan
1444
First Manhattan
New York
$212K +$34.1K +478 +19%
SAM
1445
Satovsky Asset Management
New York
$212K +$2.14K +30 +1%
VFA
1446
Voya Financial Advisors
Connecticut
$212K +$212K +2,937 New
CI Investments Inc
1447
CI Investments Inc
Ontario, Canada
$212K +$111K +1,560 +110%
AOWM
1448
Alpha Omega Wealth Management
Virginia
$211K – – –
CB
1449
Community Bank
New York
$211K +$12.4K +173 +6%
3IP
1450
3Chopt Investment Partners
Virginia
$211K +$211K +2,951 New
56 57
58
59 60