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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 %
NHC
476
Nicholas Hoffman & Company
Georgia
$2.36M +$784 +11 +0%
VFM
477
Viking Fund Management
North Dakota
$2.35M +$499K +7,000 +27%
SCA
478
Snowden Capital Advisors
New York
$2.35M +$159K +2,235 +7%
HAG
479
HighPoint Advisor Group
Illinois
$2.35M +$2.35M +32,875 New
HFM
480
Hartford Financial Management
Connecticut
$2.34M – – –
ACIM
481
Azimuth Capital Investment Management
Michigan
$2.32M +$2.32M +32,475 New
AWS
482
Atria Wealth Solutions
New York
$2.31M -$1.13M -15,818 -33%
FFIC
483
First Fiduciary Investment Counsel
Ohio
$2.28M – – –
DA
484
Duality Advisers
Florida
$2.28M +$1.75M +24,522 +332%
ECM
485
Everence Capital Management
Indiana
$2.26M – – –
LS
486
Leelyn Smith
Illinois
$2.25M +$80.2K +1,124 +4%
WFG
487
Wills Financial Group
Virginia
$2.24M -$247K -3,468 -10%
SBIA
488
Sheaff Brock Investment Advisors
Indiana
$2.23M +$15.2K +213 +0.7%
GWMIA
489
Global Wealth Management Investment Advisory
Florida
$2.23M -$1.09M -15,338 -33%
SGCA
490
Steel Grove Capital Advisors
Tennessee
$2.22M -$12.9K -181 -0.6%
HW
491
Hancock Whitney
Mississippi
$2.17M -$43.9K -616 -2%
BL
492
Balentine LLC
Georgia
$2.16M +$952K +13,346 +79%
Brown Advisory
493
Brown Advisory
Maryland
$2.16M +$175K +2,454 +9%
FC
494
Forte Capital
New York
$2.15M +$620K +8,695 +40%
EL
495
Essex LLC
Illinois
$2.15M -$24.2K -340 -1%
SAI
496
Systematic Alpha Investments
New Jersey
$2.14M – – –
RCM
497
Raleigh Capital Management
North Carolina
$2.14M +$336K +4,703 +19%
BRWA
498
B. Riley Wealth Advisors
Florida
$2.13M -$273K -3,825 -11%
SGI
499
Summit Global Investments
Utah
$2.12M -$11.1M -155,286 -84%
GWM
500
Geneos Wealth Management
Colorado
$2.12M -$26.5K -363 -1%
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