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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 %
V
451
Veritable
Delaware
$2.67M +$49.6K +696 +2%
HCM
452
Hengehold Capital Management
Ohio
$2.67M +$80.9K +1,134 +3%
IC
453
IEQ Capital
California
$2.67M +$1.09M +15,321 +69%
BW
454
Bison Wealth
Georgia
$2.66M +$9.34K +131 +0.4%
FLI
455
Family Legacy Inc
South Carolina
$2.65M -$15.8K -220 -0.6%
PRS
456
Pinkerton Retirement Specialists
Idaho
$2.61M -$400K -5,604 -13%
KRSITF
457
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.59M +$358K +5,019 +16%
ACM
458
Argyle Capital Management
Pennsylvania
$2.57M +$14.3K +200 +0.6%
SC
459
SouthState Corp
Florida
$2.56M +$4.99K +70 +0.2%
ATC
460
Argent Trust Co
Tennessee
$2.56M +$66.8K +937 +3%
B
461
Bailard
California
$2.56M +$547K +7,677 +27%
HWAM
462
Hennion & Walsh Asset Management
New Jersey
$2.54M +$708K +9,924 +39%
DE
463
Day & Ennis
Georgia
$2.53M +$58K +814 +2%
EA
464
Eudaimonia Advisors
Tennessee
$2.52M -$26K -365 -1%
UBG
465
United Bank (Georgia)
Georgia
$2.51M -$32.9K -462 -1%
HKIM
466
Hayek Kallen Investment Management
Alabama
$2.48M +$29.7K +417 +1%
RIL
467
Rothschild Investment LLC
Illinois
$2.47M -$7.13K -100 -0.3%
OTPPB
468
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.46M +$733K +10,285 +43%
EFS
469
Essex Financial Services
Connecticut
$2.45M -$5.13K -72 -0.2%
TMAM
470
Tokio Marine Asset Management
Japan
$2.44M +$161K +2,252 +7%
1832 Asset Management
471
1832 Asset Management
Ontario, Canada
$2.44M -$498K -6,988 -17%
Cerity Partners
472
Cerity Partners
New York
$2.42M +$1.33M +18,633 +122%
CF
473
Cantor Fitzgerald
New York
$2.38M +$2.38M +33,388 New
MBTD
474
Mechanics Bank - Trust Department
California
$2.37M +$85.9K +1,205 +4%
CFB
475
Cullen/Frost Bankers
Texas
$2.36M -$86.8K -1,217 -4%
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