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Southern Company
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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 %
UCB
576
United Community Bank
South Carolina
$1.61M +$7.82K +115 +0.5%
DT
577
Diversified Trust
Tennessee
$1.61M +$863K +12,687 +116%
SIC
578
Salem Investment Counselors
North Carolina
$1.6M +$748 +11 +0%
CFA
579
CWS Financial Advisors
Michigan
$1.6M +$816 +12 +0.1%
FMII
580
Farmers & Merchants Investments Inc
Nebraska
$1.6M +$9.32K +137 +0.6%
GIA
581
Gateway Investment Advisers
Ohio
$1.59M +$172K +2,528 +12%
TSS
582
Two Sigma Securities
New York
$1.58M +$1.23M +18,056 +351%
BFS
583
Bard Financial Services
Connecticut
$1.57M – – –
WANY
584
Wealthspire Advisors (New York)
New York
$1.57M +$18.4K +270 +1%
GT
585
Greenleaf Trust
Michigan
$1.57M +$487K +7,165 +45%
BB
586
Busey Bank
Illinois
$1.57M -$10.7K -157 -0.7%
ACM
587
AlphaCrest Capital Management
New York
$1.56M +$824K +12,126 +112%
AMBIA
588
Allen Mooney & Barnes Investment Advisors
Georgia
$1.55M -$192K -2,830 -11%
MFG
589
Monte Financial Group
Connecticut
$1.55M -$3.53M -51,984 -70%
FNB
590
Farmers National Bank
Kentucky
$1.54M -$46.2K -680 -3%
OPA
591
Old Port Advisors
Maine
$1.54M +$63.1K +918 +4%
ONST
592
Old North State Trust
North Carolina
$1.53M +$1.53M +22,538 +97,991%
SW
593
SVB Wealth
Massachusetts
$1.53M +$365K +5,365 +31%
ZIC
594
ZWJ Investment Counsel
Georgia
$1.53M -$105K -1,550 -6%
RIM
595
Redpoint Investment Management
Australia
$1.52M -$148K -2,175 -9%
GIA
596
Gladstone Institutional Advisory
Florida
$1.52M +$946K +13,903 +166%
TYCC
597
Texas Yale Capital Corp
Florida
$1.51M +$23.8K +350 +2%
FTDI
598
First Trust Direct Indexing
Massachusetts
$1.5M -$10.9K -160 -0.7%
PTC
599
Private Trust Company
Ohio
$1.5M +$120K +1,763 +9%
SWM
600
Sculati Wealth Management
Michigan
$1.49M +$325K +4,788 +28%
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