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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 %
MCM
426
McRae Capital Management
New Jersey
$3.01M -$893K -13,133 -23%
FNFDCM
427
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3M -$17.8K -262 -0.6%
USAA
428
United Services Automobile Association
Texas
$2.98M +$87.1K +1,281 +3%
TF
429
TIAA FSB
Florida
$2.98M -$152K -2,231 -5%
WSTAM
430
Wilbanks Smith & Thomas Asset Management
Virginia
$2.98M -$1.36K -20 -0%
MIM
431
MTM Investment Management
South Carolina
$2.97M -$26.6K -391 -0.9%
FBT
432
First Bank & Trust
South Dakota
$2.95M +$66.1K +972 +2%
WAOTB
433
Wealth Advisors of Tampa Bay
Florida
$2.95M -$3.18M -46,706 -52%
WAP
434
Wealthcare Advisory Partners
Pennsylvania
$2.94M +$2.3M +33,858 +359%
RC
435
RegentAtlantic Capital
New Jersey
$2.94M -$130K -1,919 -4%
API
436
Advisor Partners II
California
$2.94M +$2.94M +43,216 New
BMSSC
437
B. Metzler seel. Sohn & Co
Germany
$2.93M +$248K +3,644 +9%
MSFS
438
Main Street Financial Solutions
Pennsylvania
$2.93M +$84.3K +1,240 +3%
DP
439
Dearborn Partners
Illinois
$2.93M +$21.8K +320 +0.7%
KIA
440
KCM Investment Advisors
California
$2.89M +$1.71M +25,085 +144%
S
441
SignatureFD
Georgia
$2.89M +$65.1K +957 +2%
PWW
442
Pettyjohn Wood & White
Virginia
$2.86M -$137K -2,018 -5%
Wealth Enhancement Advisory Services
443
Wealth Enhancement Advisory Services
Minnesota
$2.81M +$2.81M +43,752 New
UOC
444
UBS O'Connor
Illinois
$2.79M +$2.79M +41,059 New
WIC
445
Woodmont Investment Counsel
Tennessee
$2.79M -$11.9K -175 -0.4%
SFG
446
Sovereign Financial Group
Connecticut
$2.78M +$7.41K +109 +0.3%
HC
447
HNP Capital
New York
$2.78M +$92.3K +1,357 +3%
BKA
448
Brick & Kyle Associates
Pennsylvania
$2.78M +$59.4K +868 +2%
AIA
449
Armor Investment Advisors
North Carolina
$2.77M -$228K -3,358 -8%
IC
450
IEQ Capital
California
$2.77M +$222K +3,266 +9%
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