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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 %
AFG
326
Albion Financial Group
Utah
$4.91M +$82.7K +1,216 +2%
Tudor Investment Corp
327
Tudor Investment Corp
Connecticut
$4.89M -$2.58M -37,962 -35%
RPWA
328
Regent Peak Wealth Advisors
Georgia
$4.87M +$3.34M +45,100 +219%
IFAM
329
Institutional & Family Asset Management
Colorado
$4.86M +$68.5K +1,007 +1%
CWM
330
Chronos Wealth Management
Florida
$4.86M -$278K -4,090 -5%
Daiwa Securities Group
331
Daiwa Securities Group
Japan
$4.83M +$212K +3,115 +5%
DADC
332
D.A. Davidson & Co
Montana
$4.81M -$117K -1,724 -2%
IA
333
IFG Advisory
Georgia
$4.81M -$61.6K -906 -1%
SPC
334
Sigma Planning Corp
Michigan
$4.8M -$168K -2,472 -3%
CA
335
Carson Advisory
Georgia
$4.78M +$13.2K +194 +0.3%
TPCW
336
TD Private Client Wealth
New York
$4.77M +$292K +4,298 +7%
AIM
337
Anchor Investment Management
South Carolina
$4.67M -$215K -3,155 -4%
LSERS
338
Louisiana State Employees Retirement System
Louisiana
$4.62M +$47.6K +700 +1%
CIBC World Market
339
CIBC World Market
Ontario, Canada
$4.59M -$166K -2,446 -3%
SBWIC
340
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.54M +$2.04K +30 +0%
MC
341
Moors & Cabot
Massachusetts
$4.53M -$236K -3,473 -5%
OSAM
342
O'Shaughnessy Asset Management
Connecticut
$4.52M +$2.83M +41,621 +168%
Thrivent Financial for Lutherans
343
Thrivent Financial for Lutherans
Minnesota
$4.5M -$85.1K -1,246 -2%
E
344
Ergoteles
New York
$4.46M +$3.22M +47,296 +259%
PFS
345
Prospera Financial Services
Texas
$4.45M +$550K +8,091 +14%
AC
346
Allstate Corporation
Illinois
$4.42M – – –
SWP
347
Stratos Wealth Partners
Ohio
$4.41M +$403K +5,927 +10%
SPIA
348
Steward Partners Investment Advisory
New York
$4.4M +$450K +6,618 +11%
ACM
349
Aquatic Capital Management
Illinois
$4.39M +$4.39M +64,500 New
CBTWT
350
Community Bank & Trust (Waco, Texas)
Texas
$4.37M -$71.3K -1,049 -2%
12 13
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