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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 %
MSFS
426
Main Street Financial Solutions
Pennsylvania
$2.99M +$74.4K +1,044 +3%
VWMG
427
Virginia Wealth Management Group
Virginia
$2.98M -$9.27K -130 -0.3%
AP
428
Advisor Partners
California
$2.97M +$168K +2,352 +6%
S
429
SignatureFD
Georgia
$2.96M +$4.35K +61 +0.1%
WG
430
Winton Group
United Kingdom
$2.94M +$1.05M +14,669 +55%
WA
431
Waverly Advisors
Alabama
$2.94M +$663K +9,298 +29%
WIC
432
Woodmont Investment Counsel
Tennessee
$2.94M -$58.1K -815 -2%
SFG
433
Sovereign Financial Group
Connecticut
$2.91M +$10.1K +142 +0.3%
TAIM
434
Te Ahumairangi Investment Management
New Zealand
$2.9M -$2.11M -29,657 -42%
CCP
435
Clarkston Capital Partners
Michigan
$2.89M -$14.3K -200 -0.5%
OC
436
Oakworth Capital
Alabama
$2.88M +$153K +2,145 +6%
GIP
437
Greatmark Investment Partners
Georgia
$2.88M +$51.1K +716 +2%
LF
438
Lantz Financial
Illinois
$2.83M -$18.8K -263 -0.7%
BKA
439
Brick & Kyle Associates
Pennsylvania
$2.83M +$31.2K +439 +1%
HC
440
HNP Capital
New York
$2.82M -$34.3K -481 -1%
BMSSC
441
B. Metzler seel. Sohn & Co
Germany
$2.82M -$552K -7,746 -16%
MMHP
442
Murphy Middleton Hinkle & Parker
Georgia
$2.79M -$22.8K -320 -0.8%
National Bank of Canada
443
National Bank of Canada
Quebec, Canada
$2.79M +$80.6K +1,115 +3%
MFG
444
Merit Financial Group
Georgia
$2.79M +$783K +10,975 +39%
RF
445
Robbins Farley
New Hampshire
$2.77M -$394K -5,532 -12%
BCM
446
Brookstone Capital Management
Illinois
$2.75M -$5.14M -72,156 -65%
BNP Paribas Asset Management
447
BNP Paribas Asset Management
France
$2.75M -$12.1K -169 -0.4%
FPCM
448
Financial Partners Capital Management
New York
$2.73M -$7.13K -100 -0.3%
PA
449
Pinnacle Associates
New York
$2.72M +$10.3K +144 +0.4%
VLKIM
450
Van Lanschot Kempen Investment Management
Netherlands
$2.7M +$341K +4,779 +14%
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