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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 %
PI
1526
PineBridge Investments
New York
$121K +$7.5K +105 +7%
NIC
1527
Northwest Investment Counselors
Oregon
$121K -$3.57K -50 -3%
VCM
1528
Vigilant Capital Management
Maine
$121K – – –
CFFP
1529
Center for Financial Planning
Michigan
$119K – – –
CCA
1530
Column Capital Advisors
Indiana
$116K -$55.3K -775 -32%
CFO
1531
CVA Family Office
Colorado
$116K -$41.8K -585 -26%
PCA
1532
Providence Capital Advisors
North Carolina
$111K – – –
SAM
1533
S.A. Mason
Michigan
$111K – – –
OLVIG
1534
Oliver Lagore Vanvalin Investment Group
Michigan
$111K -$34.9K -489 -24%
WSCM
1535
Wellington Shields Capital Management
New York
$110K +$71 +1 +0.1%
PGAM
1536
Princeton Global Asset Management
New Jersey
$110K – – –
APW
1537
Acima Private Wealth
Virginia
$107K – – –
BCMLT
1538
Beacon Capital Management LLC (Tennessee)
Tennessee
$104K – – –
NL
1539
NVWM LLC
Pennsylvania
$103K -$3.43K -48 -3%
RA
1540
Rise Advisors
New York
$103K +$30.6K +428 +42%
PG
1541
Proffitt & Goodson
Tennessee
$102K – – –
PMFA
1542
Plante Moran Financial Advisors
Michigan
$102K +$14.3K +200 +16%
FWA
1543
Freedom Wealth Alliance
Wisconsin
$101K +$101K +1,409 New
JWA
1544
JFS Wealth Advisors
Pennsylvania
$99.4K -$18.9K -265 -16%
CWA
1545
Clearview Wealth Advisors
Oregon
$98.5K -$1.57K -22 -2%
AWM
1546
Accel Wealth Management
Iowa
$98.4K -$6.85K -96 -7%
MCM
1547
MV Capital Management
Maryland
$96.5K +$8.71K +122 +10%
MRCM
1548
M&R Capital Management
New Jersey
$96.4K – – –
RWM
1549
Ruedi Wealth Management
Illinois
$94.9K +$94.9K +1,329 New
MWM
1550
MinichMacGregor Wealth Management
New York
$91.8K +$91.8K +1,286 New
60 61
62
63 64