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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 %
CTB
976
Country Trust Bank
Illinois
$553K -$5.65K -83 -1%
PWPS
977
Pinnacle Wealth Planning Services
Ohio
$553K +$13.8K +203 +3%
CWG
978
Cornerstone Wealth Group
North Carolina
$552K +$15.4K +226 +3%
Members Trust
979
Members Trust
Florida
$551K – – –
FNBOSM
980
First National Bank of South Miami
Florida
$550K -$15.6K -229 -3%
CCA
981
Cobblestone Capital Advisors
New York
$550K -$3.4K -50 -0.6%
FCFS
982
First Command Financial Services
Texas
$548K +$78.4K +1,153 +17%
FCB
983
First Command Bank
Texas
$548K +$78.4K +1,153 +17%
FAIM
984
Financial Advocates Investment Management
Washington
$544K -$52.1K -916 -9%
SAM
985
Silvercrest Asset Management
New York
$543K -$262K -3,855 -33%
CA
986
Clearstead Advisors
Ohio
$539K -$683K -10,047 -56%
RCAG
987
Rehmann Capital Advisory Group
Michigan
$539K +$257K +3,772 +91%
RIA
988
Richwood Investment Advisors
Ohio
$536K -$14.3K -210 -3%
BFS
989
Bradley Foster & Sargent
Connecticut
$536K – – –
BIAS
990
Beacon Investment Advisory Services
New Jersey
$536K +$24.1K +354 +5%
OIA
991
Optimum Investment Advisors
Illinois
$533K +$6.05K +89 +1%
IWA
992
IVC Wealth Advisors
Pennsylvania
$533K +$81.1K +1,192 +18%
CBT
993
CoreFirst Bank & Trust
Kansas
$529K -$136 -2 -0%
CA
994
CoreCap Advisors
Michigan
$529K +$231K +3,402 +78%
EW
995
Element Wealth
Mississippi
$527K +$2.65K +39 +0.5%
WDG
996
Wealth Dimensions Group
Ohio
$525K -$1.09K -16 -0.2%
FCM
997
Firestone Capital Management
Florida
$525K – – –
NIM
998
NuWave Investment Management
New Jersey
$522K +$522K +7,666 +153,320%
BST
999
Bath Savings Trust
Maine
$519K – – –
AAS
1000
Ameritas Advisory Services
Nebraska
$519K +$9.04K +133 +2%
38 39
40
41 42