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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 %
PSB
1601
Piscataqua Savings Bank
New Hampshire
$45.7K – – –
N
1602
Natixis
France
$45.6K -$13.4M -187,641 -100%
SWA
1603
SOA Wealth Advisors
New York
$44.6K -$5.07K -71 -10%
FPFS
1604
First Personal Financial Services
North Carolina
$43K – – –
WAM
1605
Worth Asset Management
Texas
$42.8K -$9.78K -137 -19%
WB
1606
Webster Bank
Connecticut
$42K – – –
SCA
1607
Stuart Chaussee & Associates
California
$42K – – –
PWMG
1608
Prestige Wealth Management Group
New Jersey
$42K – – –
FDCDDQ
1609
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.4K – – –
CAL
1610
Capital Analysts LLC
Pennsylvania
$41K -$13K -182 -24%
FA
1611
Fiduciary Alliance
South Carolina
$39.8K +$39.8K +557 New
HF
1612
Halpern Financial
Virginia
$39.3K – – –
IWP
1613
IAG Wealth Partners
Wisconsin
$38.7K -$37K -518 -49%
MWA
1614
Moser Wealth Advisors
Washington
$38.3K – – –
EWM
1615
Endurance Wealth Management
Rhode Island
$38K – – –
CSWM
1616
Cassady Schiller Wealth Management
Ohio
$37.8K +$37.8K +530 New
MPCL
1617
My Personal CFO LLC
Washington
$37.7K +$37.7K +528 New
BCM
1618
Bourgeon Capital Management
Connecticut
$36.5K +$24K +336 +192%
BAAM
1619
Baker Avenue Asset Management
California
$36.5K +$36.5K +511 New
PCM
1620
Perritt Capital Management
Illinois
$36.5K +$36.5K +511 New
TLA
1621
Tanglewood Legacy Advisors
Texas
$36.3K +$36.3K +508 New
CWA
1622
Carolina Wealth Advisors
South Carolina
$36K – – –
MWA
1623
Miller Wealth Advisors
Colorado
$36K +$14.4K +200 +67%
HSA
1624
Hussman Strategic Advisors
Maryland
$35.7K – – –
C
1625
Covestor
United Kingdom
$35K -$362 -5 -1%
63 64
65
66 67