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Southern Company
SO

Overview Fund Activity

1,651 hedge funds and large institutions have $45.9B invested in Southern Company in 2022 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 711 increasing their positions, 562 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,651
Holders Change
-22
Holders Change %
-1.32%
% of All Funds
28.55%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.42%
New
99
Increased
711
Reduced
562
Closed
90
Calls
$293M
Puts
$255M
Net Calls
+$37.4M
Net Calls Change
+$23.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$248M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$154M
3
Millennium Management
Millennium Management
New York
+$133M
4
Invesco
Invesco
Georgia
+$118M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$94.6M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$104M
2
APG Asset Management
APG Asset Management
Netherlands
-$70.4M
3
Legal & General Group
Legal & General Group
United Kingdom
-$56.3M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$54.9M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$49.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
301
Contravisory Investment Management
Massachusetts
$5.72M +$15.1K +222 +0.3%
CAM
302
Carret Asset Management
New York
$5.68M -$19K -280 -0.3%
KRS
303
Kentucky Retirement Systems
Kentucky
$5.66M +$296K +4,351 +6%
Fisher Asset Management
304
Fisher Asset Management
Washington
$5.64M -$186K -2,734 -3%
Lido Advisors
305
Lido Advisors
California
$5.64M +$2M +29,441 +55%
CTC
306
Central Trust Company
Missouri
$5.58M +$24.5K +360 +0.4%
HNB
307
Huntington National Bank
Ohio
$5.55M -$207K -3,040 -4%
VLKIM
308
Van Lanschot Kempen Investment Management
Netherlands
$5.55M +$2.97M +43,745 +116%
DILIC
309
Dai-ichi Life Insurance Company
Japan
$5.54M – – –
OPTFSNA
310
Old Point Trust & Financial Services N A
Virginia
$5.49M -$86.1K -1,266 -2%
RA
311
RFG Advisory
Alabama
$5.45M +$386K +6,038 +8%
EMPI
312
Elo Mutual Pension Insurance
Finland
$5.43M -$256K -3,770 -5%
AAS
313
Avantax Advisory Services
Texas
$5.42M +$111K +1,628 +2%
SIG
314
Sky Investment Group
Connecticut
$5.4M -$15.6K -230 -0.3%
VWA
315
Visionary Wealth Advisors
Illinois
$5.38M +$174K +2,555 +3%
SVWAG
316
Sound View Wealth Advisors Group
Georgia
$5.31M -$136K -2,007 -3%
Rockefeller Capital Management
317
Rockefeller Capital Management
New York
$5.23M +$1.13M +16,627 +28%
NC
318
NewSquare Capital
Pennsylvania
$5.19M +$335K +4,919 +7%
ECM
319
ExodusPoint Capital Management
New York
$5.18M +$5.18M +76,205 New
CGH
320
Crossmark Global Holdings
Texas
$5.16M -$77.7K -1,143 -1%
SCM
321
Schnieders Capital Management
California
$5.05M -$367K -5,402 -7%
SDIC
322
South Dakota Investment Council
South Dakota
$5.05M – – –
ZB
323
Zions Bancorporation
Utah
$5.04M +$317K +4,666 +7%
NGA
324
Naples Global Advisors
Florida
$4.97M +$56.9K +837 +1%
D.E. Shaw & Co
325
D.E. Shaw & Co
New York
$4.96M +$1.27M +18,635 +34%
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