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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 %
BBVA
476
Banco Bilbao Vizcaya Argentaria
Spain
$2.47M -$1.03M -15,046 -29%
DE
477
Day & Ennis
Georgia
$2.45M +$38K +559 +2%
ACM
478
Argyle Capital Management
Pennsylvania
$2.45M – – –
RCM
479
Raleigh Capital Management
North Carolina
$2.45M +$415K +6,107 +20%
MFG
480
Merit Financial Group
Georgia
$2.43M -$226K -3,323 -9%
EA
481
Eudaimonia Advisors
Tennessee
$2.41M +$6.67K +98 +0.3%
RIL
482
Rothschild Investment LLC
Illinois
$2.41M +$58K +853 +2%
TAIM
483
Te Ahumairangi Investment Management
New Zealand
$2.41M -$360K -5,300 -13%
Cerity Partners
484
Cerity Partners
New York
$2.38M +$72.6K +1,067 +3%
HKIM
485
Hayek Kallen Investment Management
Alabama
$2.38M +$15.6K +230 +0.7%
1832 Asset Management
486
1832 Asset Management
Ontario, Canada
$2.38M +$57.4K +845 +2%
EFS
487
Essex Financial Services
Connecticut
$2.37M +$34.2K +503 +1%
SCA
488
Snowden Capital Advisors
New York
$2.33M +$90.8K +1,335 +4%
Brown Advisory
489
Brown Advisory
Maryland
$2.32M +$263K +3,874 +13%
FC
490
Forte Capital
New York
$2.32M +$266K +3,914 +13%
UBG
491
United Bank (Georgia)
Georgia
$2.32M -$72.5K -1,067 -3%
CF
492
Cantor Fitzgerald
New York
$2.27M – – –
CFB
493
Cullen/Frost Bankers
Texas
$2.27M +$15.2K +224 +0.7%
PRS
494
Pinkerton Retirement Specialists
Idaho
$2.25M -$237K -3,485 -10%
NHC
495
Nicholas Hoffman & Company
Georgia
$2.25M +$680 +10 +0%
HFM
496
Hartford Financial Management
Connecticut
$2.22M -$2.45K -36 -0.1%
MBTD
497
Mechanics Bank - Trust Department
California
$2.2M -$57.9K -852 -3%
MPM
498
Meritage Portfolio Management
Kansas
$2.2M +$2.2M +32,363 New
BA
499
Bellwether Advisors
Nebraska
$2.18M +$2.18M +32,087 +72,925%
GWMIA
500
Global Wealth Management Investment Advisory
Florida
$2.16M +$35K +514 +2%
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