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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 %
AF
626
Allworth Financial
California
$1.42M +$256K +3,763 +22%
SCM
627
Spreng Capital Management
Ohio
$1.41M -$267K -3,931 -16%
CBOR
628
Community Bank of Raymore
Missouri
$1.41M – – –
CA
629
CapWealth Advisors
Tennessee
$1.41M -$105K -1,542 -7%
PAG
630
Private Advisory Group
Washington
$1.41M +$850K +12,496 +153%
MIAN
631
Mariner Independent Advisor Network
Kansas
$1.38M +$57.3K +842 +4%
AWM
632
Apollon Wealth Management
South Carolina
$1.37M +$77.5K +1,140 +6%
MAM
633
Meeder Asset Management
Ohio
$1.37M +$207K +3,050 +18%
RWM
634
Ritholtz Wealth Management
New York
$1.37M +$604K +8,879 +79%
MCA
635
MSH Capital Advisors
Arizona
$1.37M -$28.5K -419 -2%
AWP
636
Ascent Wealth Partners
New York
$1.37M +$30.1K +442 +2%
SBH
637
Segall Bryant & Hamill
Illinois
$1.37M +$121K +1,776 +10%
CIC
638
Canal Insurance Company
South Carolina
$1.36M – – –
BC
639
Barnett & Company
Tennessee
$1.35M -$40.8K -600 -3%
KIG
640
Kessler Investment Group
Indiana
$1.34M +$71.5K +1,051 +6%
FCM
641
Fourpath Capital Management
Oklahoma
$1.34M +$1.7K +25 +0.1%
PAS
642
Park Avenue Securities
New York
$1.34M +$117K +1,723 +10%
CF
643
Centaurus Financial
California
$1.34M +$13.9K +205 +1%
OQS
644
Occudo Quantitative Strategies
Florida
$1.33M +$1.33M +19,597 New
RF
645
Rollins Financial
Georgia
$1.33M +$9.11K +134 +0.7%
BMA
646
Brooks Moore & Associates
Tennessee
$1.32M -$27.2K -400 -2%
CFD
647
Creative Financial Designs
Indiana
$1.31M +$11K +162 +0.8%
PP
648
Patten & Patten
Tennessee
$1.3M +$4.22K +62 +0.3%
IWM
649
IHT Wealth Management
Illinois
$1.3M +$331K +4,868 +34%
DAM
650
Derbend Asset Management
Georgia
$1.29M +$3.74K +55 +0.3%
24 25
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