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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 %
MMG
876
Monetary Management Group
Missouri
$706K – – –
CT
877
Coastline Trust
Rhode Island
$705K +$141K +2,075 +25%
WG
878
Winton Group
United Kingdom
$703K -$2.1M -30,931 -75%
CM
879
Cornerstone Management
Georgia
$703K +$68 +1 +0%
FMAEN1
880
Fund Management at Engine No 1
California
$695K -$34.5K -508 -5%
BFA
881
Beaumont Financial Advisors
Massachusetts
$695K -$3.74K -55 -0.5%
BWP
882
Balboa Wealth Partners
Arizona
$694K +$694K +10,200 New
NC
883
NovaPoint Capital
Georgia
$693K +$60.3K +887 +10%
ET
884
Equitable Trust
Tennessee
$691K +$101K +1,484 +17%
AF
885
Arrow Financial
New York
$690K – – –
MCWS
886
McKinley Carter Wealth Services
West Virginia
$688K -$158K -2,318 -19%
SS
887
Sunbelt Securities
Texas
$687K +$408 +6 +0.1%
PA
888
PSI Advisors
Florida
$683K -$151K -2,217 -18%
CW
889
Connectus Wealth
Ohio
$683K -$53.4K -785 -7%
NSIM
890
North Star Investment Management
Illinois
$683K +$68K +1,000 +11%
GLLW
891
Graves Light Lenhart Wealth
Virginia
$681K -$9.86K -145 -1%
WFI
892
West Family Investments
California
$681K +$95.8K +1,410 +16%
BC
893
Bartlett & Co
Ohio
$680K -$71.1K -1,045 -9%
WKWM
894
Walter & Keenan Wealth Management
Indiana
$680K +$61.5K +904 +10%
BCWM
895
Bartlett & Co Wealth Management
Ohio
$680K -$71.1K -1,045 -9%
FSA
896
Franklin Street Advisors
North Carolina
$678K +$340 +5 +0.1%
PCM
897
Prelude Capital Management
New York
$678K +$678K +9,975 New
Pacer Advisors
898
Pacer Advisors
Pennsylvania
$676K -$7.88M -115,844 -92%
WF
899
Welch & Forbes
Massachusetts
$676K -$298K -4,389 -31%
AA
900
Ancora Advisors
Ohio
$673K +$22.6K +332 +3%
34 35
36
37 38