SO icon

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 %
SFA
651
Sequoia Financial Advisors
Ohio
$1.29M -$101K -1,486 -7%
CCM
652
Cohen Capital Management
California
$1.29M – – –
EARNEST Partners
653
EARNEST Partners
Georgia
$1.29M +$29.6K +435 +2%
IP
654
Ignite Planners
California
$1.29M +$39.7K +569 +3%
IWC
655
Integrated Wealth Concepts
Massachusetts
$1.28M +$353K +5,194 +38%
RWP
656
RWA Wealth Partners
Massachusetts
$1.28M -$317K -4,662 -20%
GWM
657
Geneos Wealth Management
Colorado
$1.28M -$695K -10,218 -35%
ADL
658
Asset Dedication LLC
California
$1.26M +$1.26M +18,545 New
Walleye Trading
659
Walleye Trading
New York
$1.26M +$1.26M +18,520 New
MAM
660
Mystic Asset Management
Rhode Island
$1.25M +$10.2K +150 +0.8%
HVIA
661
Hudson Valley Investment Advisors
New York
$1.25M +$1.25M +18,370 New
CCP
662
Corient Capital Partners
California
$1.23M +$428 +6 +0%
PTC
663
Philadelphia Trust Company
Pennsylvania
$1.23M +$57.8K +850 +5%
AIP
664
Ameritas Investment Partners
Nebraska
$1.22M -$36.9K -543 -3%
CCT
665
Chemung Canal Trust
New York
$1.21M -$79.5K -1,169 -6%
DAM
666
Delta Asset Management
Tennessee
$1.2M -$38.3K -563 -3%
CPC
667
Consolidated Planning Corp
Georgia
$1.2M -$22.8K -335 -2%
WS
668
Wedbush Securities
California
$1.2M -$261K -3,841 -18%
EIP
669
Epoch Investment Partners
New York
$1.2M -$35.2K -517 -3%
CA
670
Cullinan Associates
Kentucky
$1.19M -$143K -2,100 -11%
S
671
Seeyond
France
$1.19M -$341K -5,017 -22%
PAMG
672
Patton Albertson Miller Group
Tennessee
$1.18M -$75.2K -1,106 -6%
EP
673
Eudaimonia Partners
Tennessee
$1.17M -$2.12M -31,236 -64%
Simplex Trading
674
Simplex Trading
Illinois
$1.17M +$1.17M +17,253 New
SSB
675
Sandy Spring Bank
Maryland
$1.17M -$44K -647 -4%
25 26
27
28 29