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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 %
PP
626
Patten & Patten
Tennessee
$1.36M +$571 +8 +0%
AWM
627
Apollon Wealth Management
South Carolina
$1.36M +$60.8K +853 +5%
CCM
628
Cohen Capital Management
California
$1.36M – – –
DAM
629
Derbend Asset Management
Georgia
$1.35M -$675K -9,470 -33%
CCT
630
Chemung Canal Trust
New York
$1.35M -$20K -280 -1%
LNWWM
631
Laird Norton Wetherby Wealth Management
California
$1.35M +$84.3K +1,182 +7%
FMWA
632
Forvis Mazars Wealth Advisors
Missouri
$1.35M +$1.05M +14,743 +351%
Luther King Capital Management (LKCM)
633
Luther King Capital Management (LKCM)
Texas
$1.34M +$935K +13,115 +233%
KIG
634
Kessler Investment Group
Indiana
$1.33M +$79.6K +1,116 +6%
SWM
635
Spire Wealth Management
Virginia
$1.33M -$460K -6,450 -26%
EARNEST Partners
636
EARNEST Partners
Georgia
$1.32M -$55.6K -779 -4%
AIP
637
Ameritas Investment Partners
Nebraska
$1.32M – – –
CA
638
Cornerstone Advisors
North Carolina
$1.32M +$1.32M +18,500 New
BCV
639
Banque Cantonale Vaudoise
Switzerland
$1.32M -$542K -7,600 -29%
Squarepoint
640
Squarepoint
New York
$1.31M -$2.12M -29,806 -62%
PAMG
641
Patton Albertson Miller Group
Tennessee
$1.31M -$55.1K -773 -4%
IAN
642
Integrated Advisors Network
Texas
$1.31M +$171K +2,400 +15%
BAM
643
Blueshift Asset Management
New Jersey
$1.31M -$1.7M -23,840 -57%
SBH
644
Segall Bryant & Hamill
Illinois
$1.31M +$10.2K +143 +0.8%
DAM
645
Delta Asset Management
Tennessee
$1.3M -$52.4K -735 -4%
E
646
Ergoteles
New York
$1.3M +$1.3M +18,227 New
MAM
647
Mystic Asset Management
Rhode Island
$1.3M -$7.2K -101 -0.6%
AWM
648
Altium Wealth Management
New York
$1.29M +$229K +3,210 +21%
EIP
649
Epoch Investment Partners
New York
$1.29M +$64.3K +902 +5%
CPC
650
Consolidated Planning Corp
Georgia
$1.28M – – –
24 25
26
27 28