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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 %
WWM
676
WT Wealth Management
Arizona
$1.17M +$6.33K +93 +0.5%
AC
677
Abbrea Capital
California
$1.17M -$1.36K -20 -0.1%
GAM
678
Griffin Asset Management
New York
$1.16M -$1.7K -25 -0.1%
BO
679
Bank OZK
Arkansas
$1.16M -$25K -368 -2%
EWM
680
Evercore Wealth Management
New York
$1.16M -$38.7K -569 -3%
FMTC
681
Farmers & Merchants Trust Company
California
$1.16M +$23.1K +340 +2%
NSEDCP
682
NJ State Employees Deferred Compensation Plan
New Jersey
$1.16M – – –
APA
683
American Portfolios Advisors
New York
$1.15M -$48.5K -713 -4%
CSIC
684
Clifford Swan Investment Counsel
California
$1.15M -$10.2K -150 -0.9%
GLA
685
Good Life Advisors
Pennsylvania
$1.15M -$884 -13 -0.1%
BBA
686
Baader Bank Aktiengesellschaft
Germany
$1.15M – – –
BFO
687
Biltmore Family Office
North Carolina
$1.15M +$1.29K +19 +0.1%
HBT
688
Hills Bank & Trust
Iowa
$1.14M – – –
BFA
689
Benedict Financial Advisors
Georgia
$1.14M -$3.6K -53 -0.3%
MCM
690
MAI Capital Management
Ohio
$1.14M +$460K +6,769 +68%
OBGC
691
O'Brien Greene & Co
Pennsylvania
$1.13M +$756K +11,116 +200%
RDWM
692
Red Door Wealth Management
Tennessee
$1.13M -$50.4K -741 -4%
CAN
693
Claraphi Advisory Network
United States
$1.13M +$1.13M +16,608 New
GAMC
694
Garner Asset Management Corp
Texas
$1.13M -$199K -2,928 -15%
Luther King Capital Management (LKCM)
695
Luther King Capital Management (LKCM)
Texas
$1.12M -$153K -2,247 -12%
SFO
696
Stokes Family Office
Louisiana
$1.12M +$2.58K +38 +0.2%
PA
697
Procyon Advisors
Connecticut
$1.12M -$28.9K -425 -3%
SFG
698
StrategIQ Financial Group
Indiana
$1.12M -$15.3K -225 -1%
AG
699
Ascent Group
Virginia
$1.11M -$284K -4,342 -20%
WA
700
Wealth Alliance
New York
$1.11M +$27.7K +407 +3%
26 27
28
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