SO icon

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 %
PWM
851
Perigon Wealth Management
California
$738K +$144K +2,026 +24%
CM
852
Cornerstone Management
Georgia
$737K +$143 +2 +0%
FT
853
Fiduciary Trust
Massachusetts
$734K -$35.7K -500 -5%
BFA
854
Beaumont Financial Advisors
Massachusetts
$733K +$14.3K +200 +2%
RGC
855
Roberts, Glore & Co
Illinois
$725K -$1.78K -25 -0.2%
AWM
856
Accurate Wealth Management
Florida
$725K +$500 +7 +0.1%
GLLW
857
Graves Light Lenhart Wealth
Virginia
$724K +$71 +1 +0%
AF
858
Arrow Financial
New York
$723K – – –
KFA
859
Krane Funds Advisors
New York
$722K +$189K +2,645 +35%
SS
860
Sunbelt Securities
Texas
$720K +$499 +7 +0.1%
GC
861
Gilbert & Cook
Iowa
$716K +$27.9K +392 +4%
WAM
862
Warberg Asset Management
Illinois
$713K +$713K +10,000 New
FSA
863
Franklin Street Advisors
North Carolina
$711K -$4.78K -67 -0.7%
CCM
864
Coldstream Capital Management
Washington
$711K +$98.2K +1,377 +16%
SOS
865
Silver Oak Securities
Tennessee
$710K -$22K -304 -3%
MCM
866
MAI Capital Management
Ohio
$709K +$184K +2,583 +35%
BHBT
867
Burke & Herbert Bank & Trust
Virginia
$705K – – –
ZCA
868
Zeke Capital Advisors
Pennsylvania
$703K -$428 -6 -0.1%
ACS
869
Archford Capital Strategies
Illinois
$703K +$17.5K +246 +3%
ETC
870
Exchange Traded Concepts
Oklahoma
$702K +$74.7K +1,048 +12%
EWM
871
EPG Wealth Management
Georgia
$700K -$4.99K -70 -0.7%
SJIM
872
St. Johns Investment Management
Florida
$699K -$24.9K -349 -3%
SFG
873
Sunburst Financial Group
Alabama
$699K -$6.07K -85 -0.9%
ICA
874
Infrastructure Capital Advisors
New York
$697K +$697K +9,784 New
SW
875
Simplicity Wealth
New Jersey
$687K – – –
33 34
35
36 37