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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 %
SWM
851
Silverlake Wealth Management
Vermont
$751K -$27.1K -399 -3%
HNWAG
852
High Net Worth Advisory Group
Florida
$750K – – –
CGL
853
Clarius Group LLC
Washington
$748K +$12.5K +184 +2%
SCI
854
Stableford Capital II
Arizona
$747K -$13.7K -212 -2%
JTWM
855
Jackson Thornton Wealth Management
Alabama
$746K +$15.2K +223 +2%
AB
856
Atlas Brown
Kentucky
$741K +$3.06K +45 +0.4%
CFAM
857
Center For Asset Management
Florida
$741K +$103K +1,521 +16%
BJL
858
Brighton Jones LLC
Washington
$741K +$290K +4,269 +64%
TCPWM
859
Traverso Chambers Private Wealth Management
California
$739K +$21.2K +311 +3%
BFM
860
Boston Financial Management
Massachusetts
$739K +$493K +7,248 +200%
NL
861
NWAM LLC
Washington
$738K -$24.3K -358 -3%
SCF
862
Sante Capital Fund
Texas
$737K +$737K +10,843 New
FA
863
FDx Advisors
Illinois
$736K +$136 +2 +0%
TFA
864
Trinity Financial Advisors
Ohio
$734K +$734K +10,793 New
CTA
865
Chesley Taft & Associates
Illinois
$727K – – –
VA
866
Valmark Advisers
Ohio
$724K -$8.98K -132 -1%
ACM
867
Allred Capital Management
Texas
$718K +$136 +2 +0%
SFG
868
Sunburst Financial Group
Alabama
$712K +$45.5K +668 +7%
JAM
869
Jupiter Asset Management
United Kingdom
$710K -$40.3K -593 -5%
SFG
870
Summit Financial Group
West Virginia
$709K -$53.3K -784 -7%
MSFP
871
Mark Sheptoff Financial Planning
Connecticut
$709K +$255K +3,750 +56%
NP
872
NorthRock Partners
Minnesota
$708K -$341K -5,013 -33%
FDS
873
First Dallas Securities
Texas
$707K -$12.2K -180 -2%
SP
874
Successful Portfolios
Florida
$707K -$1.16K -17 -0.2%
CPSAC
875
Chas P. Smith & Associates (CPS)
Florida
$707K +$113K +1,659 +19%
33 34
35
36 37