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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 %
FIA
826
Foundations Investment Advisors
Arizona
$775K +$437K +6,113 +129%
AB
827
Atlas Brown
Kentucky
$774K +$3.35K +47 +0.4%
FNC
828
First National Corp
Massachusetts
$774K +$14.1K +198 +2%
FA
829
FDx Advisors
Illinois
$772K -$64.3K -902 -8%
CGL
830
Clarius Group LLC
Washington
$772K +$14.9K +209 +2%
ACM
831
AlphaCrest Capital Management
New York
$772K +$112K +1,575 +17%
CW
832
Connectus Wealth
Ohio
$772K +$550K +7,716 +248%
GVAG
833
Great Valley Advisor Group
Delaware
$769K +$125K +1,751 +19%
VA
834
Valmark Advisers
Ohio
$768K -$3.28K -46 -0.4%
JTWM
835
Jackson Thornton Wealth Management
Alabama
$766K +$3.64K +51 +0.5%
FMAEN1
836
Fund Management at Engine No 1
California
$765K +$125K +1,758 +20%
CTA
837
Chesley Taft & Associates
Illinois
$762K +$2.57K +36 +0.3%
ACI
838
Alpha Cubed Investments
California
$761K +$106K +1,484 +16%
FDS
839
First Dallas Securities
Texas
$754K +$71 +1 +0%
ACM
840
Allred Capital Management
Texas
$753K -$60.1K -843 -7%
TCPWM
841
Traverso Chambers Private Wealth Management
California
$753K +$22.4K +314 +3%
BCM
842
Bayesian Capital Management
New York
$751K -$1.89M -26,473 -72%
CB
843
Cadence Bank
Mississippi
$749K -$112K -1,573 -13%
FWP
844
Firethorn Wealth Partners
Georgia
$749K +$112K +1,459 +18%
FAIM
845
Financial Advocates Investment Management
Washington
$748K +$89.9K +1,259 +14%
CIC
846
Cornercap Investment Counsel
Georgia
$745K -$385K -5,398 -34%
TI
847
Trexquant Investment
Connecticut
$743K -$1.6M -22,452 -68%
SP
848
Successful Portfolios
Florida
$743K -$357 -5 -0%
MMG
849
Monetary Management Group
Missouri
$740K – – –
SAM
850
Shikiar Asset Management
New York
$738K -$178K -2,500 -19%
32 33
34
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