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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
$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 %
CMP
1701
Coston McIsaac & Partners
Maine
$4.13K +$212 +2,965 +5%
HFM
1702
Harvest Fund Management
China
$4K -$7.23K -112 -64%
LAM
1703
Lakewood Asset Management
Illinois
$4K +$4K +50 New
PS
1704
PayPay Securities
Japan
$3.71K +$3.71K +52 New
GI
1705
GS Investments
Minnesota
$3.64K – – –
CCM
1706
Cribstone Capital Management
Maine
$3.57K +$3.57K +50 New
DWMG
1707
DB Wealth Management Group
California
$3.57K +$3.57K +50 New
ACA
1708
Atlas Capital Advisors
Wyoming
$3.36K – – –
PP
1709
PFS Partners
New Jersey
$3.03K – – –
MUMSS
1710
Mitsubishi UFJ Morgan Stanley Securities
Japan
$3K -$149K -1,990 -98%
KFI
1711
Key Financial Inc
Pennsylvania
$2.92K – – –
TCWA
1712
Ten Capital Wealth Advisors
Washington
$2.86K +$1.29K +18 +82%
DI
1713
Disciplined Investments
Oklahoma
$2.79K -$31.3K -438 -92%
ECM
1714
Everence Capital Management
Indiana
$2.58K +$313 +4,380 +14%
HCM
1715
Hollencrest Capital Management
California
$2.14K +$2.14K +30 New
APF
1716
Alaska Permanent Fund
Alaska
$2K – – –
WA
1717
WestEnd Advisors
North Carolina
$1.64K +$428 +6 +35%
SIC
1718
SJS Investment Consulting
Ohio
$1.64K +$857 +12 +109%
TCA
1719
Trifecta Capital Advisors
Illinois
$1.64K +$1.64K +23 New
FA
1720
Financial Avengers
California
$1.43K +$1.43K +20 New
DWA
1721
Delos Wealth Advisors
Texas
$1.29K – – –
FGAM
1722
Financial Gravity Asset Management
Texas
$1.06K +$1.06K +71 New
FSWA
1723
Financial Synergies Wealth Advisors
Texas
$1K – – –
TWD
1724
True Wealth Design
Ohio
$857 +$857 +12 New
TCOT
1725
Trust Company of Toledo
Ohio
$556 +$86 +1,200 +18%
67 68
69
70 71