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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 Holding Trade Value Shares
Change 		Shares
Change %
GG
1801
Greenwood Gearhart
Arkansas
– -$213K -3,131 Closed
KFC
1802
Klingenstein Fields & Co
New York
– -$203K -2,978 Closed
CFS
1803
Cannon Financial Strategists
Georgia
– -$201K -2,955 Closed
PWC
1804
PYA Waltman Capital
Tennessee
– -$183K -2,696 Closed
TIM
1805
Tevis Investment Management
Texas
– -$159K -2,338 Closed
HIIFS
1806
Harel Insurance Investments & Financial Services
Israel
– -$154K -2,223 Closed
CWM
1807
Castle Wealth Management
Florida
– -$91K -1,341 Closed
EW
1808
Evoke Wealth
California
– -$85K -1,256 Closed
HGERS
1809
Householder Group Estate & Retirement Specialist
Arizona
– -$74K -1,097 Closed
CL
1810
COWA LLC
Oklahoma
– -$72K -1,065 Closed
AIM
1811
Axiom Investment Management
New York
– -$48K -700 Closed
DFCM
1812
Dark Forest Capital Management
Puerto Rico
– -$18K -271 Closed
VIA
1813
Virtus Investment Advisers
Connecticut
– -$13K -188 Closed
AWMS
1814
Advocacy Wealth Management Services
Georgia
– -$8K -113 Closed
LFA
1815
Level Financial Advisors
New York
– -$7K -101 Closed
CPFP
1816
Clear Perspectives Financial Planning
Ohio
– -$6K -90 Closed
MBFW
1817
Morton Brown Family Wealth
Pennsylvania
– -$6K -89 Closed
ACM
1818
Absolute Capital Management
Pennsylvania
– -$4.51K -65 Closed
HI
1819
Hudock Inc
Pennsylvania
– -$3K -58 Closed
FEG
1820
Financial Enhancement Group
Indiana
– -$4K -56 Closed
MS
1821
Mizuho Securities
Japan
– -$3K -51 Closed
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