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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 %
GMA
701
Glassy Mountain Advisors
Maryland
$1.13M – – –
SC
702
Scotia Capital
Ontario, Canada
$1.13M +$630K +8,836 +127%
MS
703
Madden Securities
Texas
$1.12M -$16.8K -235 -1%
RCI
704
RS Crum Inc
California
$1.11M -$11.1K -156 -1%
RCA
705
Ranch Capital Advisors
Florida
$1.11M +$87.7K +1,230 +9%
ECM
706
Element Capital Management
New York
$1.11M +$371K +5,196 +50%
ICM
707
Islay Capital Management
Texas
$1.11M -$113K -1,585 -9%
IGWM
708
ICA Group Wealth Management
Colorado
$1.1M +$96.3K +1,202 +10%
MOS
709
MGO One Seven
Ohio
$1.1M +$156K +2,188 +16%
SSWM
710
Sheets Smith Wealth Management
North Carolina
$1.1M -$233K -3,270 -17%
NP
711
NorthRock Partners
Minnesota
$1.1M -$99.7K -1,397 -8%
BA
712
Bristlecone Advisors
Washington
$1.1M +$56.5K +793 +5%
GG
713
Gleason Group
Kentucky
$1.09M +$9.77K +137 +0.9%
ATC
714
Adirondack Trust Company
New York
$1.09M +$46.2K +648 +4%
AO
715
Advisor OS
Illinois
$1.09M +$310K +4,350 +40%
CCA
716
Checchi Capital Advisers
California
$1.08M +$201K +2,620 +23%
PAG
717
Powers Advisory Group
Illinois
$1.08M -$26.9K -377 -2%
GIM
718
Guardian Investment Management
California
$1.06M – – –
FFN
719
Focus Financial Network
Minnesota
$1.06M +$112K +1,574 +12%
RP
720
Rowlandmiller & Partners
Georgia
$1.04M – – –
AF
721
Advisornet Financial
Minnesota
$1.04M +$30.5K +428 +3%
PMG
722
ProVise Management Group
Florida
$1.04M -$5.49K -77 -0.5%
CAAS
723
Capital Asset Advisory Services
Michigan
$1.04M +$14.2K +199 +1%
GAM
724
Gotham Asset Management
New York
$1.04M -$1.62M -22,687 -61%
BAM
725
Belpointe Asset Management
Nevada
$1.04M -$682K -9,564 -40%
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