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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 %
EGM
601
Engineers Gate Manager
New York
$1.49M +$902K +13,264 +153%
MA
602
Mutual Advisors
Nebraska
$1.49M -$4.49K -66 -0.3%
JWBC
603
J.W. Burns & Co
New York
$1.49M +$45.9K +675 +3%
CK
604
Cohen Klingenstein
New York
$1.48M – – –
LNWWM
605
Laird Norton Wetherby Wealth Management
California
$1.48M +$188K +2,758 +15%
MJRIC
606
Mogy Joel R Investment Counsel
California
$1.47M – – –
MCIA
607
Mountain Capital Investment Advisors
Colorado
$1.47M +$25.9K +401 +2%
SAA
608
Southeast Asset Advisors
Georgia
$1.47M +$748 +11 +0.1%
Koshinski Asset Management
609
Koshinski Asset Management
Illinois
$1.47M +$44.8K +659 +3%
SWM
610
SeaCrest Wealth Management
New York
$1.46M +$35.8K +526 +3%
OHWP
611
Oak Harbor Wealth Partners
North Carolina
$1.46M +$1.02K +15 +0.1%
ECA
612
Elevated Capital Advisors
Utah
$1.45M +$1.45M +21,354 New
LWAC
613
Laurel Wealth Advisors (California)
California
$1.45M -$68K -1,000 -4%
CIAS
614
Capital Investment Advisory Services
North Carolina
$1.45M +$64.4K +947 +5%
GRP
615
Global Retirement Partners
California
$1.45M +$694K +10,606 +92%
SFG
616
SevenBridge Financial Group
Pennsylvania
$1.44M -$13.7K -201 -0.9%
CG
617
Colony Group
Massachusetts
$1.44M +$123K +1,815 +9%
SAM
618
Shell Asset Management
Netherlands
$1.44M +$556K +8,174 +63%
PCM
619
Parsons Capital Management
Rhode Island
$1.44M +$3.2K +47 +0.2%
RBC
620
Romano Brothers & Co
Illinois
$1.43M +$1.43M +21,074 New
SMC
621
Smith, Moore & Co
Missouri
$1.43M -$71.5K -1,051 -5%
GBT
622
Grove Bank & Trust
Florida
$1.42M +$3.13K +46 +0.2%
JWCA
623
J.W. Cole Advisors
Florida
$1.42M +$70.9K +1,043 +5%
TCOV
624
Trust Company of Vermont
Vermont
$1.42M +$221K +3,251 +18%
WSC
625
Wellington Shields & Co
New York
$1.42M +$3.13K +46 +0.2%
23 24
25
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