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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 %
MA
401
Montag & Associates
Georgia
$3.29M -$54.2K -760 -2%
LWANC
402
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.29M +$99.8K +1,400 +3%
TF
403
TIAA FSB
Florida
$3.28M -$105K -1,466 -3%
CAG
404
Csenge Advisory Group
Florida
$3.27M +$375K +5,256 +13%
CSS
405
Cubist Systematic Strategies
Connecticut
$3.27M +$224K +3,145 +7%
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$3.26M +$310K +4,352 +11%
RWM
407
Rench Wealth Management
Texas
$3.25M -$126K -1,771 -4%
UAS
408
United Asset Strategies
New York
$3.24M +$2.92K +41 +0.1%
MIM
409
MTM Investment Management
South Carolina
$3.22M +$2.27K +31 +0.1%
RC
410
RegentAtlantic Capital
New Jersey
$3.22M +$282K +3,955 +10%
AWA
411
Arkadios Wealth Advisors
Georgia
$3.18M +$350K +4,910 +12%
ATFA
412
All Terrain Financial Advisors
Minnesota
$3.17M -$130K -1,820 -4%
CSPIA
413
Cary Street Partners Investment Advisory
Virginia
$3.16M +$2.77M +38,836 +701%
FNFDCM
414
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.16M -$36K -505 -1%
AIA
415
Armor Investment Advisors
North Carolina
$3.14M -$21K -295 -0.7%
DHFB
416
Dixon Hubard Feinour & Brown
Virginia
$3.14M -$223K -3,131 -7%
PWW
417
Pettyjohn Wood & White
Virginia
$3.14M -$12.8K -180 -0.4%
VRM
418
Vectors Research Management
New York
$3.13M -$117K -1,638 -4%
WSTAM
419
Wilbanks Smith & Thomas Asset Management
Virginia
$3.12M +$126K +1,764 +4%
Los Angeles Capital Management
420
Los Angeles Capital Management
California
$3.09M -$29.8K -418 -1%
DP
421
Dearborn Partners
Illinois
$3.05M +$8.7K +122 +0.3%
USAA
422
United Services Automobile Association
Texas
$3.03M +$3.03M +42,552 New
FBT
423
First Bank & Trust
South Dakota
$3.03M -$25.1K -352 -0.8%
NMIMC
424
Northwestern Mutual Investment Management Company
Wisconsin
$3.03M +$22.1K +310 +0.7%
RIM
425
Reynolds Investment Management
South Carolina
$3M -$14.4K -202 -0.5%
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