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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 %
CDIA
1576
Capital Directions Investment Advisors
Georgia
$62.6K +$62.6K +877 New
TSWM
1577
Tyler-Stone Wealth Management
Ohio
$62K – – –
LF
1578
Lee Financial
Texas
$62K -$7.07K -99 -10%
ME
1579
McIlrath & Eck
Washington
$61.6K – – –
AAMA
1580
Advanced Asset Management Advisors
Ohio
$61.5K +$61.5K +861 New
AWM
1581
Atticus Wealth Management
Florida
$60.1K – – –
SC
1582
Seldon Capital
California
$58.6K – – –
LFG
1583
Larson Financial Group
Missouri
$57.6K – – –
FWM
1584
Focused Wealth Management
New York
$55.1K -$71 -1 -0.1%
ACM
1585
Antonetti Capital Management
Florida
$54.3K – – –
RTL
1586
Red Tortoise LLC
Georgia
$53.8K +$53.8K +754 New
CWM
1587
Compass Wealth Management
Connecticut
$53.6K +$53.6K +750 New
CAL
1588
Capital Advisors Ltd
Ohio
$53K +$7.16K +133 +16%
MTIC
1589
Missouri Trust & Investment Company
Missouri
$52K – – –
HWM
1590
HighMark Wealth Management
Minnesota
$51.3K – – –
CH
1591
Canton Hathaway
Rhode Island
$50K – – –
FCMT
1592
Founders Capital Management (Texas)
Texas
$50K – – –
APC
1593
Aspire Private Capital
North Carolina
$49.6K -$3.5K -49 -7%
AS
1594
Altshuler Shaham
Israel
$48.6K -$2.93K -41 -6%
AI
1595
AXS Investments
New York
$48.2K +$48.2K +675 New
Loomis, Sayles & Company
1596
Loomis, Sayles & Company
Massachusetts
$48K +$46.4K +654 +2,843%
WPWM
1597
Western Pacific Wealth Management
Illinois
$47.8K – – –
EE
1598
EWG Elevate
California
$47.7K +$47.7K +668 New
GTAM
1599
Global Trust Asset Management
Florida
$47.3K – – –
WTA
1600
Washington Trust Advisors
Massachusetts
$46.4K – – –
62 63
64
65 66