SO icon

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
$5.78B
2
AWA
Arete Wealth Advisors
Illinois
$875M
3
Vanguard Group
Vanguard Group
Pennsylvania
$6.99B
4
Norges Bank
Norges Bank
Norway
$436M
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
$2.27B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.3B
3
Millennium Management
Millennium Management
New York
$0
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.9B
5
WHRC
W.H. Reaves & Co
New Jersey
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
1651
Valley Wealth Managers
New Jersey
$21.4K -$39.3K -550 -65%
EWM
1652
Evermay Wealth Management
Virginia
$21.4K – – –
RG
1653
Retirement Group
California
$21K +$11.9K +104 +130%
POIA
1654
Pin Oak Investment Advisors
Texas
$21K +$21K +300 New
SPWM
1655
Spartan Planning & Wealth Management
North Carolina
$20.4K -$30.6K -429 -60%
OWA
1656
One Wealth Advisors
California
$20.4K +$20.4K +285 New
AFS
1657
Annapolis Financial Services
Maryland
$20K – – –
KFS
1658
Kelly Financial Services
Massachusetts
$19.8K +$214 +3 +1%
FP
1659
Financial Perspectives
Minnesota
$18.3K – – –
CYG
1660
Clean Yield Group
Vermont
$17.9K – – –
OCM
1661
Orion Capital Management
California
$17.9K – – –
GFWA
1662
Grey Fox Wealth Advisors
Delaware
$17.9K +$17.9K +250 New
CBT
1663
Central Bank & Trust
Kentucky
$17.9K – – –
TCM
1664
TD Capital Management
Tennessee
$17.6K – – –
EBA
1665
Eagle Bay Advisors
New York
$17.5K -$1.57K -22 -8%
WWM
1666
Wolff Wiese Magana
California
$16.9K +$357 +5 +2%
GFPC
1667
Global Financial Private Client
Florida
$16.6K – – –
HCM
1668
Highlander Capital Management
New Jersey
$16K – – –
FIM
1669
FWL Investment Management
Texas
$15.4K +$15.4K +215 New
EL
1670
EMFO LLC
Florida
$14.3K – – –
HC
1671
Hoese & Co
Minnesota
$14K – – –
TFGT
1672
TS Financial Group (TSFG)
Illinois
$14K – – –
WAS
1673
Winch Advisory Services
Wisconsin
$14K +$139 +2 +1%
PFG
1674
Piershale Financial Group
Illinois
$13.6K +$13.6K +190 New
TFP
1675
Tilia Fiduciary Partners
North Carolina
$12.5K – – –
65 66
67
68 69