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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.

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
1
BlackRock
New York
$5.78B
2
AWA
2
Arete Wealth Advisors
Illinois
$875M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.99B
4
Norges Bank
4
Norges Bank
Norway
$436M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$124M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.27B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.3B
3
Millennium Management
3
Millennium Management
New York
$0
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.9B
5
WHRC
5
W.H. Reaves & Co
New Jersey
$28M
Name Market Value Shares Shares
Change 		Shares
Change %
MA
1776
MUFG Americas
New York
– – -6,434 Closed
GIM
1777
Greylin Investment Management
Virginia
– – -6,175 Closed
BIP
1778
Blueprint Investment Partners
North Carolina
– – -6,022 Closed
LAM
1779
LifePro Asset Management
California
– – -5,695 Closed
THWM
1780
Taylor Hoffman Wealth Management
Virginia
– – -5,492 Closed
SC
1781
Sawyer & Company
Massachusetts
– – -5,318 Closed
PIP
1782
Peachtree Investment Partners
Florida
– – -5,270 Closed
DS
1783
DRW Securities
Illinois
– – -5,095 Closed
PG
1784
Pendal Group
Australia
– – -4,733 Closed
PWLP
1785
Prio Wealth Limited Partnership
Massachusetts
– – -4,424 Closed
AA
1786
Altman Advisors
Illinois
– – -4,400 Closed
GCP
1787
GSA Capital Partners
United Kingdom
– – -4,316 Closed
TAM
1788
Townsend Asset Management
North Carolina
– – -4,100 Closed
LFG
1789
Lockerman Financial Group
California
– – -4,086 Closed
GWCM
1790
Godshalk Welsh Capital Management
Pennsylvania
– – -4,035 Closed
LI
1791
Lafayette Investments
Maryland
– – -4,000 Closed
Q
1792
QVR
California
– – -3,878 Closed
CCMD
1793
Cypress Capital Management (Delaware)
Delaware
– – -3,760 Closed
SIC
1794
Samalin Investment Counsel
New York
– – -3,639 Closed
CFA
1795
Capstone Financial Advisors
Illinois
– – -3,607 Closed
CC
1796
Centiva Capital
New York
– – -3,586 Closed
AAS
1797
Annex Advisory Services
Wisconsin
– – -3,447 Closed
VC
1798
Vicus Capital
Pennsylvania
– – -3,401 Closed
BTW
1799
Boston Trust Walden
Massachusetts
– – -3,175 Closed
CBFP
1800
Cedar Brook Financial Partners
Ohio
– – -3,167 Closed
70 71
72
73 74