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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 %
ECM
501
Everence Capital Management
Indiana
$2.15M – – –
FFIC
502
First Fiduciary Investment Counsel
Ohio
$2.15M -$31.3K -460 -1%
LS
503
Leelyn Smith
Illinois
$2.14M -$4.49K -66 -0.2%
WFG
504
Wills Financial Group
Virginia
$2.14M -$1.43K -21 -0.1%
KCPG
505
Kavar Capital Partners Group
Kansas
$2.11M +$278K +4,084 +15%
SGI
506
Summit Global Investments
Utah
$2.11M +$88.5K +1,302 +4%
SBIA
507
Sheaff Brock Investment Advisors
Indiana
$2.1M -$29.5K -434 -1%
TFA
508
Transamerica Financial Advisors
Florida
$2.09M +$110K +1,618 +6%
SGCA
509
Steel Grove Capital Advisors
Tennessee
$2.09M -$30.6K -450 -1%
HW
510
Hancock Whitney
Mississippi
$2.06M -$7.48K -110 -0.4%
FPAS
511
Focus Partners Advisor Solutions
Missouri
$2.05M +$1.75M +25,687 +582%
EL
512
Essex LLC
Illinois
$2.04M -$8.5K -125 -0.4%
SAI
513
Systematic Alpha Investments
New Jersey
$2.04M – – –
SFS
514
Sowell Financial Services
Arkansas
$2.03M +$313K +4,597 +18%
SC
515
Savant Capital
Illinois
$2.01M +$331K +4,873 +20%
Los Angeles Capital Management
516
Los Angeles Capital Management
California
$2M -$948K -13,932 -32%
CBA
517
Coastal Bridge Advisors
Connecticut
$1.99M +$48.5K +713 +2%
CWM
518
Calamos Wealth Management
Illinois
$1.97M -$20.8K -306 -1%
MCM
519
Mainstay Capital Management
Michigan
$1.96M +$241K +3,540 +14%
BTI
520
Blue Trust Inc
Georgia
$1.95M +$80.2K +1,125 +4%
GWM
521
GSB Wealth Management
Connecticut
$1.95M -$46.9K -690 -2%
CF
522
Copperwynd Financial
Arizona
$1.94M -$66.8K -982 -3%
CFGS
523
Concourse Financial Group Securities
Alabama
$1.94M -$34.1K -501 -2%
FCCM
524
First City Capital Management
Georgia
$1.94M – – –
IA
525
IFP Advisors
Florida
$1.93M +$38.4K +858 +2%
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