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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 %
ACS
901
Archford Capital Strategies
Illinois
$669K -$1.57K -23 -0.2%
SJIM
902
St. Johns Investment Management
Florida
$667K +$340 +5 +0.1%
ZCA
903
Zeke Capital Advisors
Pennsylvania
$666K -$4.35K -64 -0.6%
EWM
904
EPG Wealth Management
Georgia
$666K -$1.29K -19 -0.2%
MS
905
Maven Securities
Jersey
$666K +$666K +9,794 New
BAMF
906
BI Asset Management Fondsmaeglerselskab
Denmark
$664K +$343K +5,035 +107%
FWP
907
Firethorn Wealth Partners
Georgia
$662K -$2.11K -31 -0.3%
FT
908
Fiduciary Trust
Massachusetts
$661K -$39.2K -576 -6%
RWI
909
Red Wave Investments
Pennsylvania
$661K +$13.5K +198 +2%
RGC
910
Roberts, Glore & Co
Illinois
$660K -$31.3K -460 -5%
CW
911
CreativeOne Wealth
Kansas
$657K -$1.03M -15,138 -61%
AW
912
ACG Wealth
Georgia
$657K +$6.19K +91 +1%
VF
913
Virtu Financial
New York
$657K +$395K +5,817 +151%
SW
914
Simplicity Wealth
New Jersey
$655K – – –
CIC
915
Cornercap Investment Counsel
Georgia
$651K -$60.3K -886 -8%
WI
916
WrapManager Inc
California
$651K +$21.9K +322 +3%
BHBT
917
Burke & Herbert Bank & Trust
Virginia
$648K -$24.5K -360 -4%
VFA
918
Valeo Financial Advisors
Indiana
$648K +$1.84K +27 +0.3%
BMC
919
Benin Management Corp
Connecticut
$643K – – –
NCM
920
Novare Capital Management
North Carolina
$643K +$179K +2,625 +38%
VAM
921
Verity Asset Management
North Carolina
$636K +$636K +9,348 New
MHS
922
M Holdings Securities
Oregon
$631K +$5.44K +80 +0.9%
HFBOT
923
Home Federal Bank of Tennessee
Tennessee
$628K -$2.38K -35 -0.4%
SAM
924
Shikiar Asset Management
New York
$626K -$78.3K -1,150 -11%
BPC
925
Banque Pictet & Cie
Switzerland
$625K +$91.7K +1,348 +17%
35 36
37
38 39