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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 %
HPC
776
HM Payson & Co
Maine
$898K -$9.99K -140 -1%
DG
777
DMC Group
Alabama
$896K +$58.1K +803 +7%
SA
778
SRH Advisors
Kansas
$893K -$14.3K -200 -2%
TFS
779
TrustCore Financial Services
Tennessee
$891K +$214 +3 +0%
MCWS
780
McKinley Carter Wealth Services
West Virginia
$886K -$11.4K -160 -1%
MSA
781
Marino Stram & Associates
Massachusetts
$882K +$143 +2 +0%
AP
782
Americana Partners
Texas
$879K +$487K +7,156 +124%
I
783
INVST
Indiana
$878K +$268K +3,418 +44%
EWA
784
EP Wealth Advisors
California
$876K -$185K -2,599 -17%
PA
785
PSI Advisors
Florida
$875K -$65.6K -920 -7%
PWM
786
Palumbo Wealth Management
New York
$875K +$48.6K +682 +6%
BG
787
Bahl & Gaynor
Ohio
$873K -$14.9K -209 -2%
IB
788
Intrust Bank
Kansas
$870K -$40.9K -573 -4%
EM
789
Excalibur Management
Massachusetts
$869K -$408K -5,723 -32%
PNC
790
Park National Corp
Ohio
$865K -$14.4K -202 -2%
RFN
791
RDA Financial Network
Iowa
$860K -$46.8K -656 -5%
PT
792
Plimoth Trust
Massachusetts
$857K -$44.2K -620 -5%
CCB
793
Country Club Bank
Missouri
$857K -$6.22K -88 -0.7%
AFC
794
AFT Forsyth & Company
Florida
$856K +$18.9K +265 +2%
HTC
795
Haverford Trust Company
Pennsylvania
$853K -$83.2K -1,167 -9%
SFP
796
Shepherd Financial Partners
Massachusetts
$852K -$315K -4,410 -27%
CIC
797
Carnegie Investment Counsel
Ohio
$852K – – –
SAM
798
Silvercrest Asset Management
New York
$844K -$341K -4,782 -29%
SF
799
Symphony Financial
Texas
$844K +$24.4K +345 +3%
CA
800
Claro Advisors
Massachusetts
$838K +$161K +2,253 +24%
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