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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 %
SCM
551
Spreng Capital Management
Ohio
$1.76M -$3.56K -50 -0.2%
SC
552
Savant Capital
Illinois
$1.76M +$21.8K +306 +1%
RIM
553
Redpoint Investment Management
Australia
$1.75M – – –
SG
554
Stonnington Group
California
$1.74M +$756K +10,600 +77%
HI
555
Harbour Investments
Wisconsin
$1.73M +$1.73M +24,294 New
KA
556
Keene & Associates
Texas
$1.72M +$15.3K +215 +0.9%
HIC
557
Holderness Investments Company
North Carolina
$1.72M -$26.8K -376 -2%
ZIC
558
ZWJ Investment Counsel
Georgia
$1.71M +$135K +1,895 +9%
VCA
559
Verdence Capital Advisors
Maryland
$1.71M -$202K -2,831 -11%
UCB
560
United Community Bank
South Carolina
$1.68M +$56K +785 +3%
CFA
561
CWS Financial Advisors
Michigan
$1.68M -$53.5K -750 -3%
SIC
562
Salem Investment Counselors
North Carolina
$1.68M +$34.7K +486 +2%
RWP
563
RWA Wealth Partners
Massachusetts
$1.67M +$390K +5,469 +30%
FMII
564
Farmers & Merchants Investments Inc
Nebraska
$1.67M +$205K +2,875 +14%
FNB
565
Farmers National Bank
Kentucky
$1.66M -$17.2K -241 -1%
BB
566
Busey Bank
Illinois
$1.65M -$45.1K -632 -3%
PP
567
Prudential plc
United Kingdom
$1.65M +$265K +3,709 +19%
BFS
568
Bard Financial Services
Connecticut
$1.65M -$39.2K -550 -2%
CPO
569
Cerity Partners OCIO
New York
$1.64M +$43K +603 +3%
AG
570
Ascent Group
Virginia
$1.64M +$375K +4,877 +30%
CS
571
Capital Square
Tennessee
$1.64M +$59.9K +840 +4%
CC
572
Constitution Capital
Connecticut
$1.63M +$435K +6,100 +36%
RIA
573
Regal Investment Advisors
Michigan
$1.63M +$121K +1,698 +8%
WANY
574
Wealthspire Advisors (New York)
New York
$1.62M +$260K +3,640 +19%
S
575
Seeyond
France
$1.6M -$32.1K -450 -2%
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