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 %
CFS
1451
CRA Financial Services
New Jersey
$211K -$15.5K -217 -7%
PFGIA
1452
Patriot Financial Group Insurance Agency
Massachusetts
$211K +$286 +4 +0.1%
LA
1453
LexAurum Advisors
Kansas
$210K +$143 +2 +0.1%
FWM
1454
Forefront Wealth Management
Pennsylvania
$210K +$214 +3 +0.1%
APG
1455
Abacus Planning Group
South Carolina
$210K +$210K +2,944 New
WT
1456
Whittier Trust
California
$210K -$1.79K -25 -0.8%
CWM
1457
Congress Wealth Management
Massachusetts
$209K +$209K +2,933 New
MS
1458
Maven Securities
Jersey
$209K -$490K -6,862 -70%
ACP
1459
Aveo Capital Partners
Colorado
$209K +$209K +2,927 New
HIC
1460
Harvey Investment Company
Kentucky
$209K +$209K +2,926 New
CCM
1461
Chickasaw Capital Management
Tennessee
$209K +$209K +2,932 New
UF
1462
Univest Financial
Pennsylvania
$209K +$209K +2,926 New
HFA
1463
High Falls Advisors
New York
$208K -$114K -1,597 -35%
LI
1464
LMCG Investments
Massachusetts
$207K +$207K +2,902 New
RIM
1465
Regent Investment Management
Kentucky
$207K +$207K +2,900 New
WIC
1466
Wilkins Investment Counsel
Massachusetts
$207K +$207K +2,900 New
DCM
1467
Delta Capital Management
New Jersey
$207K +$207K +2,900 New
BHWM
1468
Beaird Harris Wealth Management
Texas
$207K – – –
VCP
1469
Verus Capital Partners
Arizona
$206K +$206K +2,887 New
GIA
1470
Guyasuta Investment Advisors
Pennsylvania
$205K +$205K +2,865 New
PA
1471
Parkside Advisors
California
$204K +$204K +2,864 New
S
1472
Seeyond
France
$204K -$1.04M -14,581 -84%
SWM
1473
Selective Wealth Management
Virginia
$203K -$614K -9,148 -75%
FWM
1474
FSA Wealth Management
Massachusetts
$203K +$203K +2,837 New
PFWA
1475
Paces Ferry Wealth Advisors
Georgia
$202K -$402K -5,627 -66%
57 58
59
60 61