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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 %
CFG
751
Citizens Financial Group
Rhode Island
$976K -$5.17K -76 -0.5%
PMG
752
ProVise Management Group
Florida
$974K -$19.2K -282 -2%
AIS
753
AM Investment Strategies
Tennessee
$972K +$30.3K +446 +3%
WC
754
Woodstock Corp
Massachusetts
$970K +$5.78K +85 +0.6%
TT
755
TI-Trust
Illinois
$966K – – –
CCG
756
Chatham Capital Group
Georgia
$965K -$68 -1 -0%
CCA
757
Checchi Capital Advisers
California
$963K +$8.02K +118 +0.8%
LWM
758
Laidlaw Wealth Management
New York
$961K -$26.5K -390 -3%
IAIM
759
International Assets Investment Management
Florida
$961K +$101K +1,486 +12%
WLIM
760
White Lighthouse Investment Management
Massachusetts
$958K +$8.16K +120 +0.9%
KMWM
761
Keudell/Morrison Wealth Management
Oregon
$955K -$265K -3,904 -22%
MSS
762
Mitchell Sinkler & Starr
Pennsylvania
$952K – – –
CAM
763
Columbia Asset Management
Michigan
$949K +$204 +3 +0%
EP
764
Edgestream Partners
New Jersey
$940K -$5.15M -75,735 -85%
Parallax Volatility Advisers
765
Parallax Volatility Advisers
California
$937K +$937K +13,776 New
IGWM
766
ICA Group Wealth Management
Colorado
$936K +$136 +2 +0%
TCM
767
Twin Capital Management
Pennsylvania
$927K -$9.65K -142 -1%
UBV
768
United Bank (Virginia)
Virginia
$925K -$10.2K -150 -1%
Lazard Asset Management
769
Lazard Asset Management
New York
$920K +$22.9K +337 +3%
BC
770
Burney Company
Virginia
$920K +$28.6K +421 +3%
HCM
771
HM Capital Management
Missouri
$919K – – –
GI
772
Gradient Investments
Minnesota
$919K +$368K +5,408 +67%
CM
773
Columbus Macro
Pennsylvania
$918K -$20.2K -297 -2%
BCP
774
Berkeley Capital Partners
Georgia
$918K -$8.3K -122 -0.9%
RIA
775
Realta Investment Advisors
Delaware
$917K +$1.09K +16 +0.1%
29 30
31
32 33