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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 %
BNP Paribas Asset Management
351
BNP Paribas Asset Management
France
$4.36M +$1.74M +25,620 +66%
Walleye Capital
352
Walleye Capital
New York
$4.34M +$4.34M +63,873 New
IIM
353
INTECH Investment Management
Florida
$4.34M -$2.95M -43,381 -40%
BF
354
BOK Financial
Oklahoma
$4.34M -$61.1K -899 -1%
MLICM
355
Metropolitan Life Insurance Company (MetLife)
New York
$4.3M -$48.3K -711 -1%
BCM
356
Birmingham Capital Management
Alabama
$4.3M -$34K -500 -0.8%
ClearBridge Investments
357
ClearBridge Investments
New York
$4.27M -$85K -1,250 -2%
AAM
358
Advisors Asset Management
Colorado
$4.17M -$71.9K -1,058 -2%
MYAM
359
Meiji Yasuda Asset Management
Japan
$4.16M +$311K +4,580 +8%
SFI
360
Siemens Fonds Invest
Germany
$4.14M +$15.6K +230 +0.4%
NB
361
Norinchukin Bank
Japan
$4.12M +$208K +3,058 +5%
LMIM
362
Lockheed Martin Investment Management
Maryland
$4.11M -$802K -11,800 -16%
SWA
363
Stratos Wealth Advisors
Ohio
$4.07M -$47.1K -693 -1%
LFAS
364
Level Four Advisory Services
Texas
$4.06M -$167K -2,460 -4%
VWMG
365
Virginia Wealth Management Group
Virginia
$4M +$1.15M +16,985 +41%
GAM
366
Gotham Asset Management
New York
$3.99M +$3M +44,155 +303%
AWS
367
Atria Wealth Solutions
New York
$3.99M +$1.79M +26,298 +81%
WA
368
Waverly Advisors
Alabama
$3.97M +$1.17M +17,210 +42%
BCCM
369
Bridge Creek Capital Management
Massachusetts
$3.96M -$13.3K -195 -0.3%
NA
370
NewEdge Advisors
Louisiana
$3.95M -$260K -3,823 -6%
BA
371
Baugh & Associates
Georgia
$3.94M -$3.4K -50 -0.1%
GIM
372
Goelzer Investment Management
Indiana
$3.92M +$75.9K +1,116 +2%
OC
373
Oppenheimer & Co
New York
$3.91M -$1.01M -14,907 -21%
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$3.9M +$791K +11,634 +25%
BPA
375
Beacon Pointe Advisors
California
$3.87M -$60.1K -884 -2%
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