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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 %
AMC
926
Asset Management Corp
Illinois
$604K +$39.6K +556 +7%
SW
927
SteelPeak Wealth
California
$604K +$309K +4,342 +105%
GIA
928
Gladstone Institutional Advisory
Florida
$599K -$238K -3,333 -28%
PIM
929
Perpetual Investment Management
Australia
$598K – – –
MIC
930
Means Investment Company
Maine
$598K +$14.8K +207 +3%
FNBOSM
931
First National Bank of South Miami
Florida
$593K -$1.78K -25 -0.3%
CT
932
Coastline Trust
Rhode Island
$592K +$225K +3,160 +61%
GT
933
Glenview Trust
Kentucky
$591K +$57.5K +807 +11%
HSA
934
HBK Sorce Advisory
Pennsylvania
$590K -$255K -3,577 -30%
CCFCSB
935
Cape Cod Five Cents Savings Bank
Massachusetts
$587K -$13.9K -194 -2%
GCM
936
Gables Capital Management
Florida
$587K – – –
CTB
937
Country Trust Bank
Illinois
$586K – – –
PAG
938
Private Advisory Group
Washington
$583K -$22.7K -318 -4%
CCA
939
Cobblestone Capital Advisors
New York
$580K +$55.4K +777 +11%
Members Trust
940
Members Trust
Florida
$578K – – –
GI
941
Gradient Investments
Minnesota
$578K +$64.2K +900 +12%
RIA
942
Richwood Investment Advisors
Ohio
$577K +$16K +225 +3%
PCIA
943
Prime Capital Investment Advisors
Kansas
$575K +$205K +2,874 +55%
ACP
944
Aviance Capital Partners
Florida
$567K +$428 +6 +0.1%
PWPS
945
Pinnacle Wealth Planning Services
Ohio
$566K +$6.06K +85 +1%
RB
946
Renasant Bank
Mississippi
$565K -$66.5K -933 -11%
BFG
947
Beacon Financial Group
Texas
$565K -$7.02K -101 -1%
MIM
948
Moseley Investment Management
Florida
$565K +$928 +13 +0.2%
CWG
949
Cornerstone Wealth Group
North Carolina
$563K +$1.57K +22 +0.3%
BFS
950
Bradley Foster & Sargent
Connecticut
$562K -$124K -1,743 -18%
36 37
38
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