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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 %
FPB
276
First PREMIER Bank
South Dakota
$6.78M -$140K -1,962 -2%
PWP
277
Principle Wealth Partners
Connecticut
$6.77M -$258K -3,618 -4%
WAM
278
Weiss Asset Management
Massachusetts
$6.61M +$6.61M +92,632 New
AWAG
279
ARS Wealth Advisors Group
Florida
$6.51M +$5.52M +77,421 +561%
TNB
280
Thomasville National Bank
Georgia
$6.44M +$194K +2,719 +3%
WAOTB
281
Wealth Advisors of Tampa Bay
Florida
$6.42M -$108K -1,508 -2%
EP
282
Edgestream Partners
New Jersey
$6.39M +$3.54M +49,673 +125%
Bank of Nova Scotia
283
Bank of Nova Scotia
Ontario, Canada
$6.36M -$3.14M -43,969 -33%
AMIM
284
Aull & Monroe Investment Management
Alabama
$6.33M -$30.9K -433 -0.5%
IF
285
Insight Folios
North Carolina
$6.32M +$341K +4,776 +6%
CA
286
Cetera Advisors
Colorado
$6.31M +$19K +266 +0.3%
PAM
287
Panagora Asset Management
Massachusetts
$6.3M -$80.7M -1,132,291 -93%
AF
288
Alerus Financial
North Dakota
$6.26M -$804K -11,273 -11%
RA
289
RFG Advisory
Alabama
$6.12M -$108K -1,392 -2%
Fisher Asset Management
290
Fisher Asset Management
Washington
$6.11M -$5.77M -80,850 -49%
HNB
291
Huntington National Bank
Ohio
$6.04M -$152K -2,133 -2%
CAM
292
Carret Asset Management
New York
$5.98M -$294K -4,120 -5%
CIM
293
Contravisory Investment Management
Massachusetts
$5.98M +$5.98M +83,819 New
EMPI
294
Elo Mutual Pension Insurance
Finland
$5.96M +$15.8K +221 +0.3%
X
295
Xponance
Pennsylvania
$5.95M +$1.06M +14,846 +22%
SMDAM
296
Sumitomo Mitsui DS Asset Management
Japan
$5.88M -$739K -10,368 -11%
OPTFSNA
297
Old Point Trust & Financial Services N A
Virginia
$5.85M -$166K -2,327 -3%
RPI
298
Railway Pension Investments
United Kingdom
$5.84M -$150K -2,100 -3%
MSRPS
299
Maryland State Retirement & Pension System
Maryland
$5.84M – – –
CTC
300
Central Trust Company
Missouri
$5.83M -$5.63K -79 -0.1%
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