SO icon

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 %
WSC
601
Wellington Shields & Co
New York
$1.49M +$145K +2,035 +11%
GIA
602
Gateway Investment Advisers
Ohio
$1.49M +$186K +2,613 +14%
CBOR
603
Community Bank of Raymore
Missouri
$1.48M – – –
RPWA
604
Regent Peak Wealth Advisors
Georgia
$1.47M +$3.57K +50 +0.2%
SB
605
Strategic Blueprint
Georgia
$1.47M +$115K +1,612 +9%
MCA
606
MSH Capital Advisors
Arizona
$1.47M +$48.3K +677 +3%
SFA
607
Sequoia Financial Advisors
Ohio
$1.46M +$85.6K +1,200 +6%
BC
608
Barnett & Company
Tennessee
$1.46M – – –
CIAS
609
Capital Investment Advisory Services
North Carolina
$1.45M -$25.7K -361 -2%
PTC
610
Private Trust Company
Ohio
$1.44M +$99.7K +1,398 +7%
KPWS
611
Kestra Private Wealth Services
Texas
$1.44M +$79.2K +1,110 +6%
CIC
612
Canal Insurance Company
South Carolina
$1.43M – – –
AWP
613
Ascent Wealth Partners
New York
$1.42M +$436K +6,030 +44%
JWCA
614
J.W. Cole Advisors
Florida
$1.42M +$49.8K +698 +4%
BMA
615
Brooks Moore & Associates
Tennessee
$1.42M -$814K -11,417 -37%
FCM
616
Fourpath Capital Management
Oklahoma
$1.41M -$86.4K -1,212 -6%
CA
617
Cullinan Associates
Kentucky
$1.4M -$442K -6,200 -24%
BCA
618
Bay Colony Advisors
Massachusetts
$1.39M -$147K -1,908 -10%
NW
619
NewEdge Wealth
Pennsylvania
$1.39M +$1.39M +19,536 New
GAMC
620
Garner Asset Management Corp
Texas
$1.39M +$131K +1,836 +10%
MIAN
621
Mariner Independent Advisor Network
Kansas
$1.39M +$514K +7,213 +59%
CF
622
Centaurus Financial
California
$1.39M -$229K -3,204 -14%
RF
623
Rollins Financial
Georgia
$1.39M +$146K +2,054 +12%
CG
624
Colony Group
Massachusetts
$1.38M +$230K +3,225 +20%
CFD
625
Creative Financial Designs
Indiana
$1.37M +$58.1K +815 +4%
23 24
25
26 27