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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 %
KBC Group
376
KBC Group
Belgium
$3.86M +$112K +1,648 +3%
SG Americas Securities
377
SG Americas Securities
New York
$3.84M +$303K +4,454 +9%
EA
378
Ellsworth Advisors
Ohio
$3.83M +$90.5K +1,331 +2%
YIH
379
Y-Intercept (HK)
Hong Kong
$3.82M +$3.29M +48,360 +618%
TCM
380
Telos Capital Management
California
$3.77M -$440K -6,471 -10%
CHC
381
City Holding Co
West Virginia
$3.74M +$11.8K +174 +0.3%
SB
382
Simmons Bank
Arkansas
$3.74M +$114K +1,672 +3%
CMP
383
Coston McIsaac & Partners
Maine
$3.73M +$355K +5,216 +10%
VPIM
384
Vanguard Personalized Indexing Management
California
$3.73M +$373K +5,479 +11%
GT
385
Glenmede Trust
Pennsylvania
$3.72M -$527K -7,746 -12%
OWM
386
OneAscent Wealth Management
Alabama
$3.7M +$395K +5,815 +12%
NMERB
387
New Mexico Educational Retirement Board
New Mexico
$3.69M -$306K -4,500 -8%
FVWA
388
Foster Victor Wealth Advisors
South Carolina
$3.68M +$126K +1,913 +4%
RBA
389
Richard Bernstein Advisors
New York
$3.67M -$477K -7,019 -11%
ACA
390
Aptus Capital Advisors
Alabama
$3.67M +$220K +3,236 +6%
SWM
391
Sugarloaf Wealth Management
Georgia
$3.67M +$204K +3,006 +6%
BGIM
392
Brandywine Global Investment Management
Pennsylvania
$3.65M -$54.9M -806,787 -94%
OTPPB
393
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.65M +$1.3M +19,183 +56%
PA
394
Profund Advisors
Maryland
$3.61M +$98.4K +1,447 +3%
BRWA
395
B. Riley Wealth Advisors
Florida
$3.58M +$1.55M +22,775 +76%
AWA
396
Arkadios Wealth Advisors
Georgia
$3.57M +$542K +7,977 +18%
Capital Fund Management (CFM)
397
Capital Fund Management (CFM)
France
$3.57M +$3.57M +52,446 New
SCM
398
Shelton Capital Management
Colorado
$3.56M -$1.22M -18,000 -26%
RIG
399
Roosevelt Investment Group
New York
$3.53M -$25.6K -376 -0.7%
MMPW
400
Mitchell McLeod Pugh & Williams
Alabama
$3.52M +$13.5K +198 +0.4%
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