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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 %
EWA
801
EverSource Wealth Advisors
Alabama
$835K +$31K +434 +4%
JWS
802
Juncture Wealth Strategies
Arizona
$832K +$18K +252 +2%
GA
803
GoalVest Advisory
New York
$829K +$160K +2,263 +24%
FMTCOCP
804
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$826K +$788K +11,055 +2,098%
WHC
805
Wulff, Hansen & Co
California
$825K – – –
AWM
806
Aberdeen Wealth Management
Illinois
$823K +$285 +4 +0%
GRP
807
Global Retirement Partners
California
$822K +$32.7K +458 +4%
CAM
808
Centre Asset Management
New York
$817K -$8.42K -118 -1%
NIM
809
Nicollet Investment Management
Minnesota
$817K – – –
SWM
810
Silverlake Wealth Management
Vermont
$816K +$357 +5 +0%
HLOC
811
H.L. Ormond & Company
North Carolina
$813K -$24.8K -348 -3%
HT
812
HAP Trading
New York
$812K +$812K +11,382 New
CS
813
Comerica Securities
Michigan
$808K +$14.8K +208 +2%
RWM
814
Ritholtz Wealth Management
New York
$805K +$174K +2,434 +27%
DA
815
Detalus Advisors
Missouri
$802K -$450K -6,313 -36%
SFG
816
Summit Financial Group
West Virginia
$800K – – –
FTC
817
Farmers Trust Company
Ohio
$800K – – –
APP
818
Avantax Planning Partners
Iowa
$796K -$67.9K -952 -8%
NL
819
NWAM LLC
Washington
$794K +$48.7K +688 +7%
BCWM
820
Bartlett & Co Wealth Management
Ohio
$787K +$1.28K +18 +0.2%
BC
821
Bartlett & Co
Ohio
$787K +$1.28K +18 +0.2%
JAM
822
Jupiter Asset Management
United Kingdom
$787K +$787K +11,030 New
HNWAG
823
High Net Worth Advisory Group
Florida
$786K -$7.13K -100 -0.9%
Rafferty Asset Management
824
Rafferty Asset Management
New York
$783K -$155K -2,173 -17%
DT
825
Diversified Trust
Tennessee
$780K -$11.7K -164 -1%
31 32
33
34 35