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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 %
PFP
251
Pinnacle Financial Partners
Tennessee
$7.74M +$318K +4,457 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
252
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.74M +$3.97M +55,685 +105%
BFA
253
Bragg Financial Advisors
North Carolina
$7.72M +$323K +4,536 +4%
KCM
254
Kanawha Capital Management
Virginia
$7.7M +$101K +1,420 +1%
HIMCH
255
Hartford Investment Management Co (HIMCO)
Connecticut
$7.66M +$131K +1,838 +2%
ABC
256
Associated Banc-Corp
Wisconsin
$7.65M -$19.5K -274 -0.3%
IIM
257
INTECH Investment Management
Florida
$7.64M +$7.64M +107,169 New
Mercer Global Advisors
258
Mercer Global Advisors
Colorado
$7.51M +$1.12M +15,674 +17%
NEAM
259
New England Asset Management
Connecticut
$7.51M +$266K +3,725 +4%
HFS
260
Hantz Financial Services
Michigan
$7.36M +$298K +4,177 +4%
MFA
261
Mayflower Financial Advisors
Massachusetts
$7.36M +$3.78K +53 +0.1%
PAG
262
Private Advisor Group
New Jersey
$7.33M -$31.4K -441 -0.4%
Public Sector Pension Investment Board (PSP Investments)
263
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.29M -$3.32M -46,505 -31%
MIA
264
MainStreet Investment Advisors
Illinois
$7.19M -$55.2K -774 -0.8%
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$7.19M +$113K +1,588 +2%
DC
266
Davenport & Co
Virginia
$7.19M +$80.2K +1,125 +1%
RJT
267
Raymond James Trust
Florida
$7.14M -$86.3K -1,211 -1%
AI
268
Atria Investments
North Carolina
$7.07M +$704K +9,867 +11%
TNBTD
269
Trustmark National Bank Trust Department
Mississippi
$7.06M +$19.1K +268 +0.3%
OPS
270
Orion Portfolio Solutions
Nebraska
$6.97M +$1.6M +22,458 +30%
EIA
271
Edgemoor Investment Advisors
Maryland
$6.91M -$193K -2,705 -3%
WBC
272
Westpac Banking Corp
Australia
$6.85M -$57.3K -803 -0.8%
William Blair & Company
273
William Blair & Company
Illinois
$6.83M +$86.9K +1,219 +1%
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$6.83M +$24.2K +339 +0.4%
CM
275
Churchill Management
California
$6.81M +$11.1K +155 +0.2%
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