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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 %
JGUA
551
John G. Ullman & Associates
New York
$1.75M – – –
EF
552
Empirical Finance
Pennsylvania
$1.75M +$288K +4,230 +20%
NAM
553
NTV Asset Management
West Virginia
$1.75M +$9.93K +146 +0.6%
SYBT
554
Stock Yards Bank & Trust
Kentucky
$1.74M -$14.1K -208 -0.8%
HI
555
Harbour Investments
Wisconsin
$1.73M – – –
RIA
556
Regal Investment Advisors
Michigan
$1.72M +$173K +2,540 +11%
VVP
557
Venture Visionary Partners
Ohio
$1.72M +$220K +3,238 +15%
SLI
558
Sumitomo Life Insurance
Japan
$1.72M -$207K -3,047 -11%
MYLI
559
Meiji Yasuda Life Insurance
Japan
$1.72M +$1.2M +17,607 +230%
RA
560
Rational Advisors
New York
$1.72M +$1.72M +25,223 New
P8IP
561
Pier 88 Investment Partners
California
$1.72M +$1.72M +25,223 New
AAIM
562
American Assets Investment Management
California
$1.7M – – –
CNBTD
563
Citizens National Bank Trust Department
Mississippi
$1.68M -$66K -970 -4%
PFSC
564
Peoples Financial Services Corp
Pennsylvania
$1.68M -$17K -250 -1%
KPWS
565
Kestra Private Wealth Services
Texas
$1.68M +$310K +4,553 +23%
VCA
566
Verdence Capital Advisors
Maryland
$1.68M +$50K +736 +3%
DPI
567
Diversified Portfolios Inc
Michigan
$1.67M -$117K -1,727 -7%
CS
568
Capital Square
Tennessee
$1.67M +$109K +1,604 +7%
KA
569
Keene & Associates
Texas
$1.66M +$14K +206 +0.9%
HH
570
Hilltop Holdings
Texas
$1.64M -$113K -1,666 -6%
DAS
571
Dynamic Advisor Solutions
Arizona
$1.64M -$133K -1,962 -8%
Squarepoint
572
Squarepoint
New York
$1.63M +$380K +5,593 +30%
HIC
573
Holderness Investments Company
North Carolina
$1.63M -$1.84K -27 -0.1%
EI
574
Ethic Inc
New York
$1.63M +$123K +1,811 +8%
TCM
575
Teza Capital Management
Illinois
$1.63M +$1.63M +23,912 New
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