SO icon

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 %
UBV
751
United Bank (Virginia)
Virginia
$980K – – –
CI
752
Cigna Investments
Connecticut
$976K -$352K -4,944 -27%
IWC
753
Integrated Wealth Concepts
Massachusetts
$974K -$113K -1,578 -10%
BCP
754
Berkeley Capital Partners
Georgia
$971K +$93.1K +1,306 +11%
FUBT
755
First United Bank & Trust
Maryland
$965K -$153K -2,149 -14%
HCM
756
HM Capital Management
Missouri
$964K +$333K +4,665 +53%
LMKC
757
L.M. Kohn & Company
Ohio
$963K +$140K +1,965 +17%
OIA
758
OneDigital Investment Advisors
Kansas
$960K +$21.7K +304 +2%
MIM
759
Marco Investment Management
Georgia
$957K +$250K +3,500 +35%
CPA
760
Court Place Advisors
Maryland
$951K +$16.5K +232 +2%
SS
761
Simplicity Solutions
Minnesota
$950K +$168K +2,362 +22%
LG
762
LaFleur & Godfrey
Michigan
$944K -$53K -743 -5%
Lazard Asset Management
763
Lazard Asset Management
New York
$941K -$304K -4,266 -24%
AUB
764
Atlantic Union Bankshares
Virginia
$938K +$70K +982 +8%
BA
765
Bivin & Associates
Oklahoma
$935K -$232K -3,253 -20%
BC
766
Burney Company
Virginia
$935K -$6.2K -87 -0.7%
QI
767
Qtron Investments
Massachusetts
$933K – – –
MCA
768
Magnolia Capital Advisors
Mississippi
$928K -$11.6K -163 -1%
BWM
769
BT Wealth Management
Georgia
$928K – – –
BFC
770
Blue Fin Capital
Rhode Island
$925K -$29.9K -420 -3%
SAM
771
Shell Asset Management
Netherlands
$923K -$20.6K -289 -2%
SCI
772
Stableford Capital II
Arizona
$912K -$66.4K -859 -7%
RMC
773
Resources Management Corp
Connecticut
$909K -$16K -225 -2%
TI
774
Tidal Investments
Wisconsin
$903K +$71 +1 +0%
WFS
775
Widmann Financial Services
Maryland
$901K +$4.28K +60 +0.5%
29 30
31
32 33