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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 %
CCP
451
Clarkston Capital Partners
Michigan
$2.76M – – –
BEI
452
Benjamin Edwards Inc
Missouri
$2.73M +$2.38M +35,018 +689%
HCM
453
Hengehold Capital Management
Ohio
$2.71M +$162K +2,384 +6%
LF
454
Lantz Financial
Illinois
$2.71M +$5.03K +74 +0.2%
Rafferty Asset Management
455
Rafferty Asset Management
New York
$2.69M +$1.94M +28,554 +260%
NMIMC
456
Northwestern Mutual Investment Management Company
Wisconsin
$2.69M -$203K -2,985 -7%
GIP
457
Greatmark Investment Partners
Georgia
$2.66M -$81.5K -1,199 -3%
WB
458
WesBanco Bank
West Virginia
$2.65M -$1.32M -19,468 -33%
PA
459
Pinnacle Associates
New York
$2.63M +$36K +530 +1%
BCM
460
Brookstone Capital Management
Illinois
$2.62M +$248K +4,041 +10%
FPCM
461
Financial Partners Capital Management
New York
$2.62M +$15K +220 +0.6%
MMHP
462
Murphy Middleton Hinkle & Parker
Georgia
$2.62M -$47.9K -704 -2%
KRSITF
463
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.59M +$122K +1,794 +5%
BW
464
Bison Wealth
Georgia
$2.57M +$41.6K +612 +2%
V
465
Veritable
Delaware
$2.56M +$8.84K +130 +0.3%
RF
466
Robbins Farley
New Hampshire
$2.55M -$93.4K -1,374 -4%
PGFC
467
Peapack-Gladstone Financial Corp
New Jersey
$2.52M +$588K +8,641 +30%
National Bank of Canada
468
National Bank of Canada
Quebec, Canada
$2.51M -$153K -2,218 -6%
TMAM
469
Tokio Marine Asset Management
Japan
$2.5M +$169K +2,491 +7%
FLI
470
Family Legacy Inc
South Carolina
$2.49M -$17.3K -255 -0.7%
B
471
Bailard
California
$2.49M +$48.7K +716 +2%
PCIA
472
Prime Capital Investment Advisors
Kansas
$2.48M +$1.94M +28,471 +353%
DZ Bank
473
DZ Bank
Germany
$2.47M -$759K -11,200 -23%
SC
474
SouthState Corp
Florida
$2.47M +$29.7K +437 +1%
ATC
475
Argent Trust Co
Tennessee
$2.47M +$30.5K +449 +1%
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