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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 %
RCI
726
RS Crum Inc
California
$1.06M – – –
ECM
727
Element Capital Management
New York
$1.06M – – –
TW
728
TrinityPoint Wealth
Connecticut
$1.06M +$70.5K +1,037 +7%
GG
729
Gleason Group
Kentucky
$1.05M +$8.91K +131 +0.9%
MS
730
Madden Securities
Texas
$1.05M -$14.6K -215 -1%
BA
731
Bristlecone Advisors
Washington
$1.05M +$2.86K +42 +0.3%
ICM
732
Islay Capital Management
Texas
$1.04M -$11.9K -175 -1%
CPO
733
Cerity Partners OCIO
New York
$1.04M -$526K -7,728 -34%
HT
734
HighTower Trust
Texas
$1.03M +$24K +353 +2%
PAG
735
Powers Advisory Group
Illinois
$1.03M +$6.6K +97 +0.6%
SS
736
Simplicity Solutions
Minnesota
$1.03M +$127K +1,860 +14%
MCM
737
McMillion Capital Management
North Carolina
$1.03M -$90.4K -1,330 -8%
BAM
738
Belpointe Asset Management
Nevada
$1.03M +$35.9K +528 +4%
HWP
739
Highline Wealth Partners
California
$1.02M +$1.02M +15,061 New
SSWM
740
Sheets Smith Wealth Management
North Carolina
$1.02M -$27.3K -402 -3%
TC
741
Toews Corporation
New Jersey
$1.02M -$122K -1,800 -11%
VWA
742
V Wealth Advisors
Kansas
$1.02M +$30.3K +446 +3%
MG
743
Mather Group
Illinois
$1.02M +$80K +1,176 +9%
RP
744
Rowlandmiller & Partners
Georgia
$1.02M +$19.2K +283 +2%
JIP
745
Jaffetilchin Investment Partners
Florida
$1.02M +$57.3K +842 +6%
GIM
746
Guardian Investment Management
California
$1.01M – – –
FFN
747
Focus Financial Network
Minnesota
$1M -$6.26K -92 -0.6%
OIA
748
OneDigital Investment Advisors
Kansas
$998K +$82.4K +1,211 +9%
SAM
749
SignalPoint Asset Management
Missouri
$985K -$2.92K -43 -0.3%
BAM
750
Blueshift Asset Management
New Jersey
$979K -$266K -3,915 -21%
28 29
30
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