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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 %
IA
526
IFP Advisors
Florida
$1.89M – – –
TBNY
527
Trustco Bank (New York)
New York
$1.89M – – –
SC
528
Stolper & Co
Oklahoma
$1.89M +$75K +1,052 +4%
DPI
529
Diversified Portfolios Inc
Michigan
$1.88M -$93.1K -1,305 -5%
BBHC
530
Brown Brothers Harriman & Co
New York
$1.87M +$36.4K +510 +2%
TA
531
TFG Advisers
Michigan
$1.87M +$33.2K +466 +2%
WWM
532
Western Wealth Management
Colorado
$1.86M -$37.9K -532 -2%
ACM
533
Adalta Capital Management
New York
$1.86M – – –
DAS
534
Dynamic Advisor Solutions
Arizona
$1.86M -$213K -2,991 -10%
BSW
535
Buckingham Strategic Wealth
Missouri
$1.85M -$14.2K -199 -0.8%
JGUA
536
John G. Ullman & Associates
New York
$1.84M -$14.3K -200 -0.8%
SYBT
537
Stock Yards Bank & Trust
Kentucky
$1.84M +$267K +3,746 +17%
HH
538
Hilltop Holdings
Texas
$1.84M +$107K +1,499 +6%
AMBIA
539
Allen Mooney & Barnes Investment Advisors
Georgia
$1.83M -$9.67M -135,675 -84%
CNBTD
540
Citizens National Bank Trust Department
Mississippi
$1.83M +$167K +2,340 +10%
NAM
541
NTV Asset Management
West Virginia
$1.82M – – –
MCM
542
Mainstay Capital Management
Michigan
$1.8M +$8.27K +116 +0.5%
SFS
543
Sowell Financial Services
Arkansas
$1.8M +$858K +12,032 +91%
AAIM
544
American Assets Investment Management
California
$1.78M – – –
PFSC
545
Peoples Financial Services Corp
Pennsylvania
$1.78M -$28.5K -400 -2%
FF
546
FourThought Financial
Florida
$1.78M +$116K +1,621 +7%
CT
547
Chicago Trust
Illinois
$1.77M +$926K +12,993 +109%
OSAM
548
O'Shaughnessy Asset Management
Connecticut
$1.77M +$442K +6,198 +33%
CW
549
CreativeOne Wealth
Kansas
$1.77M +$1.03M +14,430 +139%
VI
550
Vestcor Inc
New Brunswick, Canada
$1.76M +$564K +7,910 +47%
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