SO icon

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 %
ONB
501
Old National Bancorp
Indiana
$2.11M +$1.28M +17,946 +154%
CF
502
Copperwynd Financial
Arizona
$2.11M +$2.11M +29,551 New
GWM
503
GSB Wealth Management
Connecticut
$2.09M -$42.4K -595 -2%
CWM
504
Calamos Wealth Management
Illinois
$2.09M -$21.7K -305 -1%
NI
505
Nepsis Inc
Minnesota
$2.08M -$24.1K -338 -1%
TFA
506
Transamerica Financial Advisors
Florida
$2.08M +$2.08M +29,092 New
JIC
507
Johnson Investment Counsel
Ohio
$2.07M -$7.84K -110 -0.4%
CFGS
508
Concourse Financial Group Securities
Alabama
$2.07M +$48.6K +682 +2%
CIC
509
Crawford Investment Counsel
Georgia
$2.07M +$292K +4,097 +16%
CBA
510
Coastal Bridge Advisors
Connecticut
$2.04M +$8.06K +113 +0.4%
FCCM
511
First City Capital Management
Georgia
$2.04M -$7.13K -100 -0.3%
JCM
512
Jacobi Capital Management
Pennsylvania
$2.04M -$38.1K -535 -2%
PGFC
513
Peapack-Gladstone Financial Corp
New Jersey
$2.03M -$35.5K -498 -2%
MNBTD
514
Moody National Bank Trust Division
Texas
$2.02M +$706K +9,903 +54%
SLI
515
Sumitomo Life Insurance
Japan
$2.02M +$39.7K +557 +2%
QC
516
Quadrature Capital
United Kingdom
$2M +$1.27M +17,870 +176%
NB
517
NBT Bank
New York
$1.98M -$6.42K -90 -0.3%
BA
518
Bennicas & Associates
California
$1.97M +$114K +1,600 +6%
DIA
519
Dean Investment Associates
Ohio
$1.94M -$12.8K -179 -0.7%
LIA
520
LBMC Investment Advisors
Tennessee
$1.93M +$606K +8,498 +46%
Millennium Management
521
Millennium Management
New York
$1.92M -$4.85M -68,028 -72%
KCPG
522
Kavar Capital Partners Group
Kansas
$1.92M +$3.85K +54 +0.2%
WPC
523
Waters Parkerson & Co
Louisiana
$1.92M – – –
BOH
524
Bank of Hawaii
Hawaii
$1.91M -$35.3K -495 -2%
BTI
525
Blue Trust Inc
Georgia
$1.91M +$1.91M +26,272 New
19 20
21
22 23