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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 %
CCFCSB
1001
Cape Cod Five Cents Savings Bank
Massachusetts
$513K -$45.7K -672 -8%
FHB
1002
First Hawaiian Bank
Hawaii
$513K +$1.16K +17 +0.2%
CC
1003
Constitution Capital
Connecticut
$510K -$1.05M -15,400 -67%
PAM
1004
Peninsula Asset Management
Florida
$509K -$6.8K -100 -1%
PA
1005
Probity Advisors
Texas
$507K – – –
SIA
1006
Schechter Investment Advisors
Michigan
$505K +$33.1K +488 +7%
BHWM
1007
Bar Harbor Wealth Management
New Hampshire
$504K -$4.76K -70 -0.9%
IAIM
1008
Industrial Alliance Investment Management
Quebec, Canada
$504K – – –
P
1009
&Partners
Tennessee
$503K – – –
UCMOK
1010
United Capital Management of KS
Kansas
$502K -$1.77K -26 -0.4%
GLA
1011
Great Lakes Advisors
Illinois
$502K +$68.6K +1,008 +16%
WHC
1012
Wulff, Hansen & Co
California
$501K – – –
BWP
1013
Baldwin Wealth Partners
Massachusetts
$501K – – –
LWP
1014
Lumature Wealth Partners
Georgia
$499K – – –
WDC
1015
Woodward Diversified Capital
California
$498K -$19.6K -288 -4%
NAG
1016
Northstar Advisory Group
New Jersey
$494K -$1.84K -27 -0.4%
TWM
1017
Tradition Wealth Management
Minnesota
$494K +$3.94K +58 +0.8%
MAM
1018
McLean Asset Management
Virginia
$493K – – –
WW
1019
Waterfront Wealth
Kansas
$493K +$91.7K +1,386 +23%
MSAM
1020
Moloney Securities Asset Management
Missouri
$491K -$20.3K -298 -4%
AWE
1021
Avidian Wealth Enterprises
Texas
$491K +$8.1K +119 +2%
TCMP
1022
Thrive Capital Management (Pennsylvania)
Pennsylvania
$488K +$174K +2,554 +55%
SIM
1023
Sentry Investment Management
Wisconsin
$487K – – –
BFG
1024
Berger Financial Group
Minnesota
$487K +$544 +8 +0.1%
STA
1025
Summit Trail Advisors
New York
$486K +$66.5K +977 +16%
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