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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 %
VCM
1501
Versant Capital Management
Arizona
$154K -$786 -11 -0.5%
LC
1502
Lindbrook Capital
California
$153K -$33.8K -473 -18%
RFS
1503
Retirement Financial Solutions
Tennessee
$152K +$152K +2,133 New
BWM
1504
BerganKDV Wealth Management
Minnesota
$151K +$9.35K +131 +7%
PFBT
1505
Parkside Financial Bank & Trust
Missouri
$151K +$41.2K +577 +37%
DIP
1506
DT Investment Partners
Pennsylvania
$149K – – –
DWP
1507
Destiny Wealth Partners
Florida
$148K -$310K -4,345 -68%
AW
1508
Avion Wealth
Texas
$147K – – –
DJSG
1509
D.J. St. Germain
Massachusetts
$146K +$32.9K +1,595 +29%
CIR
1510
Clear Investment Research
Georgia
$146K -$3.36K -47 -2%
BONH
1511
Bank of New Hampshire
New Hampshire
$145K – – –
ST
1512
Smithfield Trust
Pennsylvania
$141K – – –
HIA
1513
Harbor Investment Advisory
Maryland
$139K +$28.6K +400 +26%
MWC
1514
MBM Wealth Consultants
Missouri
$138K +$33.8K +469 +32%
Dimensional Fund Advisors
1515
Dimensional Fund Advisors
Texas
$138K +$2.91K +40,709 +2%
RTC
1516
Riverview Trust Company
Washington
$133K +$75.9K +1,066 +133%
MCM
1517
Manchester Capital Management
Vermont
$133K +$10.4K +146 +9%
JGIA
1518
Jackson Grant Investment Advisers
Connecticut
$129K +$1.29K +18 +1%
WAM
1519
WFA Asset Management
Wisconsin
$129K +$19.7K +276 +18%
LB
1520
Legacy Bridge
Iowa
$127K +$4K +56 +3%
SCM
1521
Silvant Capital Management
Georgia
$123K – – –
TFM
1522
TFC Financial Management
Massachusetts
$123K -$71.4K -1,000 -37%
KTC
1523
Kistler-Tiffany Companies
Pennsylvania
$123K – – –
PFC
1524
Phocas Financial Corp
California
$123K +$123K +1,720 New
BWL
1525
Bogart Wealth LLC
Virginia
$122K -$2K -28 -2%
59 60
61
62 63