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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 %
DILIC
301
Dai-ichi Life Insurance Company
Japan
$5.81M -$1.86M -26,043 -24%
Neuberger Berman Group
302
Neuberger Berman Group
New York
$5.78M -$477K -6,630 -8%
SVWAG
303
Sound View Wealth Advisors Group
Georgia
$5.71M -$146K -2,042 -2%
SCM
304
Schnieders Capital Management
California
$5.68M -$189K -2,650 -3%
SIG
305
Sky Investment Group
Connecticut
$5.68M -$128K -1,800 -2%
KRS
306
Kentucky Retirement Systems
Kentucky
$5.62M +$806K +11,307 +17%
AIM
307
Aigen Investment Management
New York
$5.58M +$5.58M +78,204 New
AAS
308
Avantax Advisory Services
Texas
$5.56M +$1.16M +16,261 +26%
CGH
309
Crossmark Global Holdings
Texas
$5.49M +$406K +5,690 +8%
VWA
310
Visionary Wealth Advisors
Illinois
$5.46M +$410K +5,745 +8%
CWM
311
Chronos Wealth Management
Florida
$5.39M +$27.1K +380 +0.5%
TRCT
312
Tower Research Capital (TRC)
New York
$5.34M -$6.9M -96,713 -56%
MFG
313
Monte Financial Group
Connecticut
$5.33M -$481K -6,743 -8%
SDIC
314
South Dakota Investment Council
South Dakota
$5.29M -$15K -211 -0.3%
CWM
315
CIBC World Markets
New York
$5.29M +$694K +9,734 +15%
SPC
316
Sigma Planning Corp
Michigan
$5.21M +$73.5K +1,031 +1%
DADC
317
D.A. Davidson & Co
Montana
$5.17M -$109K -1,525 -2%
OC
318
Oppenheimer & Co
New York
$5.16M +$664K +9,304 +15%
NGA
319
Naples Global Advisors
Florida
$5.15M +$20.8K +291 +0.4%
LMIM
320
Lockheed Martin Investment Management
Maryland
$5.15M -$1.97M -27,600 -28%
Jacobs Levy Equity Management
321
Jacobs Levy Equity Management
New Jersey
$5.12M -$6.43M -90,122 -56%
AIM
322
Anchor Investment Management
South Carolina
$5.12M +$28.7K +402 +0.6%
IA
323
IFG Advisory
Georgia
$5.1M -$67.7K -950 -1%
NC
324
NewSquare Capital
Pennsylvania
$5.09M +$404K +5,669 +9%
CNC
325
Canandaigua National Corp
New York
$5.07M +$37.8K +530 +0.8%
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