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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 %
SM
376
Sciencast Management
New Jersey
$3.74M +$3.74M +48,215 New
RIG
377
Roosevelt Investment Group
New York
$3.73M +$10.8K +152 +0.3%
SG Americas Securities
378
SG Americas Securities
New York
$3.71M +$3.42M +48,013 +1,195%
PA
379
Profund Advisors
Maryland
$3.68M +$164K +2,294 +5%
MMPW
380
Mitchell McLeod Pugh & Williams
Alabama
$3.68M +$214K +2,999 +6%
PAM
381
Private Asset Management
California
$3.67M -$85.9K -1,205 -2%
PI
382
Putnam Investments
Massachusetts
$3.65M -$11.9M -167,184 -77%
BBVA
383
Banco Bilbao Vizcaya Argentaria
Spain
$3.64M -$1.54M -21,619 -30%
SWM
384
Sugarloaf Wealth Management
Georgia
$3.63M -$8.2K -115 -0.2%
VHAM
385
Van Hulzen Asset Management
California
$3.62M +$3.21M +45,061 +783%
ACA
386
Aptus Capital Advisors
Alabama
$3.62M +$197K +2,765 +6%
FNT
387
First National Trust
Pennsylvania
$3.56M -$32.8K -460 -0.9%
CMP
388
Coston McIsaac & Partners
Maine
$3.55M +$3.55M +49,706 New
VPIM
389
Vanguard Personalized Indexing Management
California
$3.53M +$675K +9,465 +24%
OWM
390
OneAscent Wealth Management
Alabama
$3.47M +$68.2K +956 +2%
EP
391
Eudaimonia Partners
Tennessee
$3.46M +$151K +2,111 +5%
DZ Bank
392
DZ Bank
Germany
$3.41M – – –
FA
393
Financial Advantage
Maryland
$3.41M -$3.57K -50 -0.1%
FB
394
Fulton Bank
Pennsylvania
$3.4M -$243K -3,404 -7%
PAM
395
Palisade Asset Management
Minnesota
$3.4M – – –
Nordea Investment Management
396
Nordea Investment Management
Sweden
$3.35M -$1.01M -14,270 -23%
BFEC
397
Benjamin F. Edwards & Company
Missouri
$3.35M +$275K +3,852 +9%
DWM
398
Doyle Wealth Management
Florida
$3.34M -$107K -1,504 -3%
DLCIG
399
D.L. Carlson Investment Group
New Hampshire
$3.33M +$98.3K +1,379 +3%
LNC
400
Lincoln National Corp
Pennsylvania
$3.3M +$122K +1,706 +4%
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