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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 %
FWM
1026
Frontier Wealth Management
Missouri
$467K -$6.35K -89 -1%
CSI
1027
Cross Staff Investments
New York
$466K – – –
VBCG
1028
Valley Brook Capital Group
Pennsylvania
$464K -$14.2K -199 -3%
CCM
1029
Covington Capital Management
California
$462K -$2.21K -31 -0.5%
TL
1030
Tradewinds LLC
North Carolina
$462K +$462K +6,484 New
MA
1031
MUFG Americas
New York
$459K +$47.8K +670 +12%
MA
1032
MJP Associates
Connecticut
$459K +$139K +1,949 +43%
1IA
1033
1620 Investment Advisors
Massachusetts
$457K +$32.1K +450 +8%
Wolverine Trading
1034
Wolverine Trading
Illinois
$456K -$1.17M -16,530 -72%
JHCP
1035
Jackson Hole Capital Partners
Oklahoma
$456K – – –
TFS
1036
Thoroughbred Financial Services
Tennessee
$455K -$41.7K -586 -8%
SDAM
1037
Shulman DeMeo Asset Management
New York
$455K +$5.21K +73 +1%
FFMBT
1038
First Farmers & Merchants Bank Trust
Tennessee
$454K -$309K -4,330 -40%
GLA
1039
Great Lakes Advisors
Illinois
$454K +$73K +1,024 +19%
CC
1040
Chicago Capital
Illinois
$450K – – –
NRI
1041
NFP Retirement Inc
California
$449K +$12.1K +170 +3%
EH
1042
Equitable Holdings
New York
$448K -$173K -2,425 -28%
GIM
1043
Greylin Investment Management
Virginia
$447K -$21.4K -300 -5%
FAM
1044
Formidable Asset Management
Ohio
$441K – – –
BWS
1045
BCR Wealth Strategies
Alabama
$440K +$28.3K +397 +7%
STA
1046
Summit Trail Advisors
New York
$439K +$79.1K +1,111 +22%
PJSIMP
1047
P.J. Schmidt Investment Management (PJS)
Wisconsin
$438K – – –
MMM
1048
Mendel Money Management
Illinois
$437K -$141K -1,970 -24%
XWM
1049
Xcel Wealth Management
Florida
$435K +$12.7K +178 +3%
GEA
1050
Glen Eagle Advisors
New Jersey
$433K +$9.27K +130 +2%
40 41
42
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