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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 %
ATC
701
Adirondack Trust Company
New York
$1.11M +$70.6K +1,039 +7%
WB
702
West Bancorporation
Iowa
$1.11M – – –
MWM
703
Meridian Wealth Management
Kentucky
$1.1M -$76.5K -1,125 -6%
CPIA
704
Cornell Pochily Investment Advisors
New York
$1.1M -$54.5K -802 -5%
CB
705
Cadence Bank
Mississippi
$1.1M +$384K +5,651 +54%
CWM
706
CIBC World Markets
New York
$1.1M -$3.95M -58,046 -78%
IIA
707
ICW Investment Advisors
Arizona
$1.1M +$7.27K +107 +0.7%
TA
708
TrueWealth Advisors
Alabama
$1.1M -$25.4K -374 -2%
Arrowstreet Capital
709
Arrowstreet Capital
Massachusetts
$1.09M +$1.09M +16,090 New
AO
710
Advisor OS
Illinois
$1.09M +$55.9K +821 +5%
FIA
711
Foundations Investment Advisors
Arizona
$1.09M +$355K +5,218 +48%
AIM
712
Aigen Investment Management
New York
$1.09M -$4.23M -62,158 -79%
Aviva
713
Aviva
United Kingdom
$1.09M -$9.09M -133,655 -89%
PCS
714
Personal CFO Solutions
New Jersey
$1.09M -$96.8K -1,423 -8%
MAG
715
Mayfair Advisory Group
Alabama
$1.09M +$20.6K +295 +2%
AAIM
716
Asset Advisors Investment Management
Georgia
$1.08M -$45.4K -667 -4%
HWA
717
HHM Wealth Advisors
Tennessee
$1.08M -$28.2K -415 -3%
SC
718
Scotia Capital
Ontario, Canada
$1.08M +$5.24K +77 +0.5%
DG
719
DMC Group
Alabama
$1.08M +$213K +3,049 +25%
IIM
720
Ipswich Investment Management
Massachusetts
$1.07M -$27.2K -400 -2%
RCA
721
Ranch Capital Advisors
Florida
$1.07M +$11K +162 +1%
MGP
722
Metis Global Partners
California
$1.07M -$8.77K -129 -0.8%
FMWA
723
Forvis Mazars Wealth Advisors
Missouri
$1.07M -$219K -3,216 -17%
RPCONE
724
Retirement Planning Company of New England
Rhode Island
$1.07M -$10.3K -151 -1%
Bessemer Group
725
Bessemer Group
New Jersey
$1.06M -$39K -573 -4%
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