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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 %
BAM
1551
Bellevue Asset Management
Washington
$91.3K +$142 +2 +0.2%
KOCAA
1552
Knights of Columbus Asset Advisors
Connecticut
$85.7K +$85.7K +1,200 New
FFA
1553
Farther Finance Advisors
California
$85.3K +$85.3K +1,195 New
FCA
1554
Fortis Capital Advisors
Kansas
$83.7K +$83.7K +1,172 New
CJL
1555
Cyrus J. Lawrence
New York
$83K – – –
HBW
1556
Hazlett, Burt & Watson
West Virginia
$82K +$14.3K +200 +21%
GPI
1557
General Partner Inc
Pennsylvania
$80.7K +$80.7K +1,130 New
SSG
1558
Summit Securities Group
New York
$79K -$414K -5,768 -84%
GIA
1559
GHP Investment Advisors
Colorado
$78.7K -$20.9K -293 -21%
BFPW
1560
BOK Financial Private Wealth
Colorado
$78.6K +$78.6K +1,100 New
TC
1561
Trust Company
Kansas
$78K – – –
CAS
1562
Coppell Advisory Solutions
Texas
$77.3K +$77.3K +1,083 New
CASC
1563
Coppell Advisory Solutions Corp
Texas
$77.3K +$77.3K +1,083 New
BWAM
1564
Boyd Watterson Asset Management
Ohio
$76.8K +$76.8K +1,075 New
AA
1565
Addison Advisors
Vermont
$74.9K -$28.6K -400 -28%
MSCM
1566
McElhenny Sheffield Capital Management
Texas
$74.5K +$74.5K +1,043 New
RWPA
1567
Richard W. Paul & Associates
Michigan
$74.2K +$74.2K +1,039 New
ANBT
1568
American National Bank & Trust
Texas
$74K +$715 +10 +1%
SGC
1569
Slocum, Gordon & Co
Rhode Island
$73.9K +$73.9K +1,035 New
CPG
1570
Cornerstone Planning Group
New Jersey
$69.9K +$69.9K +1,051 New
AAP
1571
Arax Advisory Partners
Colorado
$69.8K +$429 +6 +0.6%
APP
1572
Alpha Paradigm Partners
Illinois
$69K -$43.8K -614 -39%
WBC
1573
West Branch Capital
Massachusetts
$67.3K – – –
FCG
1574
Financial Connections Group
California
$65K – – –
AIM
1575
Achmea Investment Management
Netherlands
$63K – – –
61 62
63
64 65