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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 %
PI
401
Putnam Investments
Massachusetts
$3.51M +$28.7K +422 +0.8%
PAM
402
Private Asset Management
California
$3.48M -$20.4K -300 -0.6%
FNT
403
First National Trust
Pennsylvania
$3.45M +$53.6K +789 +2%
CAG
404
Csenge Advisory Group
Florida
$3.39M +$276K +4,053 +9%
WFMPM
405
Woodley Farra Manion Portfolio Management
Indiana
$3.39M -$542K -7,971 -14%
FB
406
Fulton Bank
Pennsylvania
$3.28M +$41.5K +611 +1%
CNC
407
Canandaigua National Corp
New York
$3.27M -$1.57M -23,040 -32%
TLP
408
Trinity Legacy Partners
Texas
$3.27M +$3.04M +44,691 +1,344%
MA
409
Montag & Associates
Georgia
$3.26M +$129K +1,902 +4%
LNC
410
Lincoln National Corp
Pennsylvania
$3.25M +$107K +1,578 +3%
PAM
411
Palisade Asset Management
Minnesota
$3.24M – – –
FA
412
Financial Advantage
Maryland
$3.23M -$17.2K -253 -0.5%
CSPIA
413
Cary Street Partners Investment Advisory
Virginia
$3.23M +$214K +3,143 +7%
Nordea Investment Management
414
Nordea Investment Management
Sweden
$3.22M -$58.3K -840 -2%
DLCIG
415
D.L. Carlson Investment Group
New Hampshire
$3.2M +$26.1K +384 +0.8%
LWANC
416
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.2M +$66.5K +978 +2%
VI
417
Versor Investments
New York
$3.2M +$3.2M +47,000 New
DWM
418
Doyle Wealth Management
Florida
$3.19M +$11.4K +167 +0.4%
HWAM
419
Hennion & Walsh Asset Management
New Jersey
$3.16M +$730K +10,738 +30%
PMIA
420
Patrick Mauro Investment Advisor
Illinois
$3.1M +$3.1M +45,620 New
BFEC
421
Benjamin F. Edwards & Company
Missouri
$3.08M -$106K -1,561 -3%
VRM
422
Vectors Research Management
New York
$3.08M +$99.6K +1,465 +3%
RWM
423
Rench Wealth Management
Texas
$3.05M -$48.3K -710 -2%
ATFA
424
All Terrain Financial Advisors
Minnesota
$3.04M +$14.6K +214 +0.5%
OC
425
Oakworth Capital
Alabama
$3.04M +$289K +4,247 +11%
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