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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 %
MCIA
576
Mountain Capital Investment Advisors
Colorado
$1.59M +$46.8K +657 +3%
LWAC
577
Laurel Wealth Advisors (California)
California
$1.59M -$4.49K -63 -0.3%
CA
578
CapWealth Advisors
Tennessee
$1.59M +$101K +1,414 +7%
FTDI
579
First Trust Direct Indexing
Massachusetts
$1.58M +$113K +1,581 +8%
EI
580
Ethic Inc
New York
$1.58M +$656K +9,207 +71%
SWM
581
Selective Wealth Management
Virginia
$1.57M -$14.1K -198 -0.9%
VVP
582
Venture Visionary Partners
Ohio
$1.57M +$68.6K +962 +5%
SMC
583
Smith, Moore & Co
Missouri
$1.57M +$38.7K +543 +3%
MA
584
Mutual Advisors
Nebraska
$1.56M +$268K +3,764 +21%
RCIM
585
Red Cedar Investment Management
Michigan
$1.56M +$354K +4,959 +29%
TYCC
586
Texas Yale Capital Corp
Florida
$1.56M +$67.7K +950 +5%
CK
587
Cohen Klingenstein
New York
$1.56M – – –
MJRIC
588
Mogy Joel R Investment Counsel
California
$1.55M – – –
SAA
589
Southeast Asset Advisors
Georgia
$1.54M +$856 +12 +0.1%
EF
590
Empirical Finance
Pennsylvania
$1.53M +$82.6K +1,159 +6%
WS
591
Wedbush Securities
California
$1.53M +$53.7K +753 +4%
OHWP
592
Oak Harbor Wealth Partners
North Carolina
$1.53M +$1.14K +16 +0.1%
SFG
593
SevenBridge Financial Group
Pennsylvania
$1.53M +$4.92K +69 +0.3%
Assenagon Asset Management
594
Assenagon Asset Management
Luxembourg
$1.53M +$912K +12,783 +149%
OPA
595
Old Port Advisors
Maine
$1.52M +$54.4K +768 +4%
JWBC
596
J.W. Burns & Co
New York
$1.51M -$41.7K -585 -3%
PCM
597
Parsons Capital Management
Rhode Island
$1.5M -$72.4K -1,015 -5%
SWM
598
SeaCrest Wealth Management
New York
$1.5M +$107K +1,502 +8%
Koshinski Asset Management
599
Koshinski Asset Management
Illinois
$1.49M +$87.4K +1,226 +6%
GBT
600
Grove Bank & Trust
Florida
$1.49M +$65.7K +922 +5%
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