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Southern Company
SO

1,733 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, 731 increasing their positions, 515 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 96

50% more call options, than puts

Call options by funds: $319M | Put options by funds: $212M

42% more repeat investments, than reductions

Existing positions increased: 731 | Existing positions reduced: 515

8% more capital invested

Capital invested by funds: $45.9B → $49.8B (+$3.88B)

5% more funds holding

Funds holding: 1,658 → 1,733 (+75)

0.94% more ownership

Funds ownership: 62.23% → 63.17% (+0.94%)

42% less funds holding in top 10

Funds holding in top 10: 24 → 14 (-10)

Holders
1,733
Holders Change
+75
Holders Change %
+4.52%
% 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
731
Reduced
515
Closed
96
Calls
$319M
Puts
$212M
Net Calls
+$107M
Net Calls Change
+$69.4M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$308M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$218M
3
Norges Bank
Norges Bank
Norway
+$183M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$116M
5
ZP
Zimmer Partners
New York
+$110M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$359M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$188M
3
Millennium Management
Millennium Management
New York
-$132M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$73.3M
5
WHRC
W.H. Reaves & Co
New Jersey
-$61.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
1751
Meritage Portfolio Management
Kansas
– -$2.2M -32,363 Closed
FPAS
1752
Focus Partners Advisor Solutions
Missouri
– -$2.05M -30,103 Closed
CF
1753
Copperwynd Financial
Arizona
– -$1.94M -28,569 Closed
P8IP
1754
Pier 88 Investment Partners
California
– -$1.72M -25,223 Closed
RA
1755
Rational Advisors
New York
– -$1.72M -25,223 Closed
ACM
1756
AlphaCrest Capital Management
New York
– -$1.56M -22,948 Closed
EGM
1757
Engineers Gate Manager
New York
– -$1.49M -21,938 Closed
MAM
1758
Meeder Asset Management
Ohio
– -$1.37M -20,155 Closed
FBFS
1759
First Business Financial Services
Wisconsin
– -$222K -19,283 Closed
Simplex Trading
1760
Simplex Trading
Illinois
– -$1.15M -17,253 Closed
WWM
1761
WT Wealth Management
Arizona
– -$1.17M -17,156 Closed
BBA
1762
Baader Bank Aktiengesellschaft
Germany
– -$1.15M -16,900 Closed
CAN
1763
Claraphi Advisory Network
United States
– -$1.13M -16,608 Closed
Arrowstreet Capital
1764
Arrowstreet Capital
Massachusetts
– -$1.09M -16,090 Closed
AIM
1765
Aigen Investment Management
New York
– -$1.09M -16,046 Closed
FMWA
1766
Forvis Mazars Wealth Advisors
Missouri
– -$1.07M -15,724 Closed
ECM
1767
Element Capital Management
New York
– -$1.06M -15,587 Closed
BAM
1768
Blueshift Asset Management
New Jersey
– -$979K -14,393 Closed
RWA
1769
Redhawk Wealth Advisors
Minnesota
– -$832K -12,243 Closed
HT
1770
HAP Trading
New York
– -$818K -12,228 Closed
HC
1771
Henshaw Capital
Massachusetts
– -$744K -10,940 Closed
TFA
1772
Trinity Financial Advisors
Ohio
– -$734K -10,793 Closed
JAM
1773
Jupiter Asset Management
United Kingdom
– -$710K -10,437 Closed
PCM
1774
Prelude Capital Management
New York
– -$678K -9,975 Closed
VF
1775
Virtu Financial
New York
– -$657K -9,665 Closed
69 70
71
72 73

SO Hedge Fund Activity: Q4 2022 in Review

1,733 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q4 2022, worth a combined $49.8B — up 8.5% from $45.9B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new SO positions and 96 closed out — a net gain of 110 holders — while 731 added to existing stakes and 515 trimmed.

The largest buyer was BlackRock, adding an estimated $308M. The largest seller was Fidelity Investments, cutting an estimated $359M.

  • 1,733 institutional investors held Southern Company (SO) as of Q4 2022, up from 1,658 in Q3 2022.
  • Funds reported $49.8B of Southern Company stock for Q4 2022, up 8.5% quarter-over-quarter.
  • 206 funds opened new Southern Company positions in Q4 2022 and 96 closed out, a net change of +110 holders.
  • The largest Southern Company buyer in Q4 2022 was BlackRock, an estimated $308M added.
  • The largest Southern Company seller in Q4 2022 was Fidelity Investments, an estimated $359M sold.

Based on aggregated 13F filings for Q4 2022.