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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 %
GLA
676
Good Life Advisors
Pennsylvania
$1.21M -$25.7K -361 -2%
CPIA
677
Cornell Pochily Investment Advisors
New York
$1.21M -$30K -420 -2%
PA
678
Procyon Advisors
Connecticut
$1.21M -$144K -2,020 -11%
BBA
679
Baader Bank Aktiengesellschaft
Germany
$1.21M – – –
BFO
680
Biltmore Family Office
North Carolina
$1.2M – – –
HBT
681
Hills Bank & Trust
Iowa
$1.2M -$3.57K -50 -0.3%
TC
682
Toews Corporation
New Jersey
$1.2M +$799K +11,200 +200%
BFA
683
Benedict Financial Advisors
Georgia
$1.2M -$13.6K -190 -1%
SFG
684
StrategIQ Financial Group
Indiana
$1.19M +$4.63K +65 +0.4%
FMTC
685
Farmers & Merchants Trust Company
California
$1.19M +$14.3K +200 +1%
AAIM
686
Asset Advisors Investment Management
Georgia
$1.18M -$14.3K -200 -1%
TA
687
TrueWealth Advisors
Alabama
$1.18M +$283K +3,968 +32%
MCM
688
McMillion Capital Management
North Carolina
$1.17M -$83.8K -1,175 -7%
MAG
689
Mayfair Advisory Group
Alabama
$1.17M – – –
SFO
690
Stokes Family Office
Louisiana
$1.17M +$17.7K +248 +2%
HWA
691
HHM Wealth Advisors
Tennessee
$1.17M -$11.1K -155 -0.9%
GWANC
692
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.16M +$520K +7,295 +81%
WB
693
West Bancorporation
Iowa
$1.16M – – –
Bessemer Group
694
Bessemer Group
New Jersey
$1.16M +$110K +1,537 +10%
IIM
695
Ipswich Investment Management
Massachusetts
$1.15M -$111K -1,564 -9%
IIA
696
ICW Investment Advisors
Arizona
$1.14M +$3.57K +50 +0.3%
WA
697
Wealth Alliance
New York
$1.14M -$121K -1,691 -10%
GT
698
Greenleaf Trust
Michigan
$1.13M +$367K +5,145 +48%
RPCONE
699
Retirement Planning Company of New England
Rhode Island
$1.13M -$5.56K -78 -0.5%
MGP
700
Metis Global Partners
California
$1.13M -$62.3K -874 -5%
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