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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 %
BG
776
Bahl & Gaynor
Ohio
$915K +$82.5K +1,213 +10%
FUBT
777
First United Bank & Trust
Maryland
$914K -$6.46K -95 -0.7%
MIM
778
Marco Investment Management
Georgia
$913K – – –
CAM
779
Cresset Asset Management
Illinois
$909K -$263K -3,871 -22%
FCA
780
FinTrust Capital Advisors
South Carolina
$907K -$37K -566 -4%
BCA
781
Bay Colony Advisors
Massachusetts
$905K -$327K -4,814 -27%
TI
782
Tidal Investments
Wisconsin
$903K +$42.3K +623 +5%
AF
783
Advisornet Financial
Minnesota
$901K -$95.2K -1,400 -10%
LG
784
LaFleur & Godfrey
Michigan
$900K +$476 +7 +0.1%
CPA
785
Court Place Advisors
Maryland
$896K -$10.2K -150 -1%
AP
786
Americana Partners
Texas
$896K +$26K +386 +3%
QI
787
Qtron Investments
Massachusetts
$890K – – –
JWS
788
Juncture Wealth Strategies
Arizona
$890K +$96.9K +1,425 +12%
SOS
789
Silver Oak Securities
Tennessee
$889K +$255K +3,937 +40%
CI
790
Cigna Investments
Connecticut
$887K -$43.7K -643 -5%
MTC
791
Matrix Trust Company
Colorado
$885K +$590K +8,675 +200%
EWA
792
EverSource Wealth Advisors
Alabama
$884K +$87.5K +1,286 +11%
LMKC
793
L.M. Kohn & Company
Ohio
$880K -$38.8K -570 -4%
BFC
794
Blue Fin Capital
Rhode Island
$879K -$3.33K -49 -0.4%
GA
795
GoalVest Advisory
New York
$878K +$81.8K +1,204 +10%
GVAG
796
Great Valley Advisor Group
Delaware
$876K +$144K +2,114 +20%
CCB
797
Country Club Bank
Missouri
$871K +$28.7K +413 +3%
CWS
798
Confluence Wealth Services
Pennsylvania
$870K -$2.24K -33 -0.3%
RMC
799
Resources Management Corp
Connecticut
$867K – – –
MCA
800
Magnolia Capital Advisors
Mississippi
$866K -$19.2K -282 -2%
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