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Southern Company
SO

Overview Fund Activity

1,673 hedge funds and large institutions have $47B invested in Southern Company in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 704 increasing their positions, 559 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,673
Holders Change
-20
Holders Change %
-1.18%
% of All Funds
28.29%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.36%
New
99
Increased
704
Reduced
559
Closed
98
Calls
$285M
Puts
$271M
Net Calls
+$14M
Net Calls Change
-$29.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$435M
2
Morgan Stanley
Morgan Stanley
New York
+$261M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$184M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$141M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$115M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$518M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$148M
3
CIA
ClearBridge Investments (Australia)
Australia
-$93.9M
4
PAM
Panagora Asset Management
Massachusetts
-$80.7M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
226
Kingsview Wealth Management
Oregon
$8.99M +$7.54M +105,800 +521%
Pacer Advisors
227
Pacer Advisors
Pennsylvania
$8.97M +$5.08M +71,274 +131%
Connor, Clark & Lunn Investment Management (CC&L)
228
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.92M +$8.92M +125,097 New
BCM
229
Buckhead Capital Management
Georgia
$8.9M -$114K -1,602 -1%
BCIM
230
British Columbia Investment Management
British Columbia, Canada
$8.77M -$2.9M -40,683 -25%
NAM
231
Nissay Asset Management
Japan
$8.67M +$265K +3,715 +3%
MDCM
232
Morgan Dempsey Capital Management
Wisconsin
$8.65M +$240K +3,367 +3%
SWMG
233
Signature Wealth Management Group
Georgia
$8.63M -$304K -4,262 -3%
CIBC Private Wealth Group
234
CIBC Private Wealth Group
Georgia
$8.63M +$85.9K +1,205 +1%
BCM
235
Becker Capital Management
Oregon
$8.6M -$45.4K -637 -0.5%
BCI
236
Brinker Capital Investments
Pennsylvania
$8.55M +$96.8K +1,357 +1%
BB
237
Bell Bank
North Dakota
$8.52M +$411K +5,766 +5%
FG
238
Fiduciary Group
Georgia
$8.51M +$589K +7,560 +7%
BIA
239
Biondo Investment Advisors
Pennsylvania
$8.51M +$301K +4,186 +4%
TH
240
TCTC Holdings
Texas
$8.49M -$3.57K -50 -0%
Cetera Investment Advisers
241
Cetera Investment Advisers
Illinois
$8.44M -$11.1K -155 -0.1%
UB
242
UMB Bank
Missouri
$8.38M +$179K +2,505 +2%
AAF
243
Andra AP-fonden
Sweden
$8.31M +$8.31M +116,500 New
Marshall Wace
244
Marshall Wace
United Kingdom
$8.27M +$8.27M +116,000 New
SAM
245
Securian Asset Management
Minnesota
$8.27M -$1.1M -15,364 -12%
WIC
246
Willis Investment Counsel
Georgia
$8.24M -$3.5M -49,100 -30%
AII
247
AGF Investments Inc
Ontario, Canada
$7.98M – – –
Tudor Investment Corp
248
Tudor Investment Corp
Connecticut
$7.84M +$1.4M +19,684 +22%
CAN
249
Cetera Advisor Networks
California
$7.81M +$538K +7,549 +7%
CB
250
Commerce Bank
Missouri
$7.78M -$4.56M -63,996 -37%
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