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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 %
FCA
726
FinTrust Capital Advisors
South Carolina
$1.04M +$36K +500 +4%
VWA
727
V Wealth Advisors
Kansas
$1.04M +$88.8K +1,246 +9%
SAM
728
SignalPoint Asset Management
Missouri
$1.04M +$10.3K +144 +1%
LWM
729
Laidlaw Wealth Management
New York
$1.04M +$636K +8,921 +159%
TW
730
TrinityPoint Wealth
Connecticut
$1.03M +$57.2K +802 +6%
CFG
731
Citizens Financial Group
Rhode Island
$1.03M -$11.3K -158 -1%
WF
732
Welch & Forbes
Massachusetts
$1.02M – – –
IWM
733
IHT Wealth Management
Illinois
$1.02M +$16.1K +226 +2%
LWAM
734
Legacy Wealth Asset Management
Minnesota
$1.02M -$357 -5 -0%
TT
735
TI-Trust
Illinois
$1.01M +$42.8K +600 +4%
CCG
736
Chatham Capital Group
Georgia
$1.01M – – –
WC
737
Woodstock Corp
Massachusetts
$1.01M -$8.13K -114 -0.8%
CAM
738
Congress Asset Management
Massachusetts
$1.01M +$339K +4,755 +51%
JIP
739
Jaffetilchin Investment Partners
Florida
$1M +$5.49K +77 +0.5%
CWS
740
Confluence Wealth Services
Pennsylvania
$1M +$53.2K +683 +6%
MSS
741
Mitchell Sinkler & Starr
Pennsylvania
$998K +$16.4K +230 +2%
WLIM
742
White Lighthouse Investment Management
Massachusetts
$996K -$570 -8 -0.1%
CAM
743
Columbia Asset Management
Michigan
$995K +$995K +13,950 New
AIS
744
AM Investment Strategies
Tennessee
$988K +$3.35K +47 +0.3%
RIA
745
Realta Investment Advisors
Delaware
$985K -$122K -1,665 -11%
MG
746
Mather Group
Illinois
$985K +$57.4K +804 +6%
CFG
747
Cooper Financial Group
California
$985K +$90.1K +1,263 +10%
CM
748
Columbus Macro
Pennsylvania
$984K -$34K -477 -3%
TCM
749
Twin Capital Management
Pennsylvania
$982K – – –
FWM
750
ForthRight Wealth Management
Georgia
$981K +$2.64K +37 +0.3%
28 29
30
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