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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 %
AFG
326
Albion Financial Group
Utah
$5.07M +$806K +11,303 +19%
IFAM
327
Institutional & Family Asset Management
Colorado
$5.03M +$118K +1,654 +2%
SCM
328
Shelton Capital Management
Colorado
$5.01M – – –
CA
329
Carson Advisory
Georgia
$5M -$188K -2,638 -4%
MC
330
Moors & Cabot
Massachusetts
$5M -$126K -1,773 -2%
CIBC World Market
331
CIBC World Market
Ontario, Canada
$4.99M -$729K -10,230 -13%
ZB
332
Zions Bancorporation
Utah
$4.95M +$60.9K +854 +1%
Daiwa Securities Group
333
Daiwa Securities Group
Japan
$4.84M +$191K +2,673 +4%
LSERS
334
Louisiana State Employees Retirement System
Louisiana
$4.83M +$28.7K +400 +0.6%
Thrivent Financial for Lutherans
335
Thrivent Financial for Lutherans
Minnesota
$4.79M -$1.67M -23,351 -26%
SBWIC
336
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.76M -$67.8K -951 -1%
TPCW
337
TD Private Client Wealth
New York
$4.69M -$415K -5,824 -8%
CBTWT
338
Community Bank & Trust (Waco, Texas)
Texas
$4.66M +$8.77K +123 +0.2%
AC
339
Allstate Corporation
Illinois
$4.64M -$1.11M -15,593 -19%
MCC
340
Money Concepts Capital
Florida
$4.62M -$1.76M -24,048 -28%
BF
341
BOK Financial
Oklahoma
$4.61M -$205K -2,871 -4%
ClearBridge Investments
342
ClearBridge Investments
New York
$4.57M -$99.8K -1,400 -2%
MLICM
343
Metropolitan Life Insurance Company (MetLife)
New York
$4.56M -$100K -1,405 -2%
BCM
344
Birmingham Capital Management
Alabama
$4.55M -$153K -2,150 -3%
GT
345
Glenmede Trust
Pennsylvania
$4.45M -$310K -4,344 -7%
AAM
346
Advisors Asset Management
Colorado
$4.45M -$18.2K -255 -0.4%
LFAS
347
Level Four Advisory Services
Texas
$4.43M -$30.5K -427 -0.7%
NA
348
NewEdge Advisors
Louisiana
$4.41M +$855K +11,989 +24%
TCM
349
Telos Capital Management
California
$4.41M -$54.2K -760 -1%
RBA
350
Richard Bernstein Advisors
New York
$4.35M +$528K +7,411 +14%
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