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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 %
MNBTD
526
Moody National Bank Trust Division
Texas
$1.93M – – –
SC
527
Stolper & Co
Oklahoma
$1.91M +$106K +1,565 +6%
BCV
528
Banque Cantonale Vaudoise
Switzerland
$1.9M +$646K +9,500 +51%
NI
529
Nepsis Inc
Minnesota
$1.9M -$77.7K -1,143 -4%
JCM
530
Jacobi Capital Management
Pennsylvania
$1.89M -$54.1K -795 -3%
NB
531
NBT Bank
New York
$1.89M -$612 -9 -0%
ONB
532
Old National Bancorp
Indiana
$1.88M -$127K -1,870 -6%
CIC
533
Crawford Investment Counsel
Georgia
$1.87M -$104K -1,527 -5%
BA
534
Bennicas & Associates
California
$1.85M -$27.2K -400 -1%
LIA
535
LBMC Investment Advisors
Tennessee
$1.85M +$1.43K +21 +0.1%
RCIM
536
Red Cedar Investment Management
Michigan
$1.83M +$342K +5,025 +23%
BOH
537
Bank of Hawaii
Hawaii
$1.82M +$2.38K +35 +0.1%
JIC
538
Johnson Investment Counsel
Ohio
$1.82M -$163K -2,403 -8%
WPC
539
Waters Parkerson & Co
Louisiana
$1.81M -$23.8K -350 -1%
TA
540
TFG Advisers
Michigan
$1.81M +$22.2K +327 +1%
1IA
541
1834 Investment Advisors
Wisconsin
$1.8M -$7.21M -105,980 -80%
BL
542
Balentine LLC
Georgia
$1.79M -$274K -4,029 -13%
WWM
543
Western Wealth Management
Colorado
$1.78M +$11.8K +175 +0.7%
ACM
544
Adalta Capital Management
New York
$1.78M – – –
TBNY
545
Trustco Bank (New York)
New York
$1.78M -$24.5K -361 -1%
PP
546
Prudential plc
United Kingdom
$1.77M +$200K +2,946 +13%
FF
547
FourThought Financial
Florida
$1.77M +$77.7K +1,143 +5%
BBHC
548
Brown Brothers Harriman & Co
New York
$1.77M -$16.8K -247 -0.9%
ACIM
549
Azimuth Capital Investment Management
Michigan
$1.76M -$449K -6,595 -20%
BSW
550
Buckingham Strategic Wealth
Missouri
$1.76M -$11.6K -171 -0.7%
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