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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 %
MA
1026
MJP Associates
Connecticut
$485K +$47.8K +704 +11%
AIP
1027
Ahrens Investment Partners
Louisiana
$484K +$6.81K +100 +1%
SC
1028
Searle & Co
Connecticut
$483K – – –
ER
1029
Enlightenment Research
Florida
$483K +$483K +7,100 New
LBC
1030
Lowe Brockenbrough & Co
Virginia
$482K -$3.4K -50 -0.7%
ATPW
1031
Ashton Thomas Private Wealth
Arizona
$479K -$16.1K -237 -3%
DJYG
1032
David J. Yvars Group
Florida
$478K +$204 +3 +0%
BBNA
1033
Bremer Bank National Association
Minnesota
$477K -$38.4K -565 -7%
CSB
1034
City State Bank
Iowa
$477K – – –
PSP
1035
Principal Street Partners
Tennessee
$477K +$3.54K +52 +0.7%
MIM
1036
Moseley Investment Management
Florida
$475K -$63.5K -934 -12%
LIM
1037
Lathrop Investment Management
Arkansas
$474K – – –
RB
1038
Renasant Bank
Mississippi
$473K -$65.7K -966 -12%
CCM
1039
Covington Capital Management
California
$473K +$32.7K +481 +7%
WAAG
1040
Wealth Alliance Advisory Group
Kansas
$471K -$6.8K -100 -1%
CWP
1041
Concord Wealth Partners
Virginia
$470K -$44.5K -655 -9%
MAA
1042
Mraz Amerine & Associates
California
$469K – – –
MWM
1043
Marietta Wealth Management
Georgia
$469K – – –
CAM
1044
Cozad Asset Management
Illinois
$467K +$815 +12 +0.2%
SSG
1045
Summit Securities Group
New York
$467K +$200K +2,946 +75%
CIA
1046
Cohen Investment Advisors
New Hampshire
$465K +$3.4K +50 +0.7%
NB
1047
Northwest Bancshares
Pennsylvania
$464K -$6.8K -100 -1%
IMOV
1048
Investment Management of Virginia
Virginia
$458K – – –
LC
1049
LCNB Corp
Ohio
$457K – – –
CI
1050
Carroll Investors
South Carolina
$456K +$68.6K +1,006 +18%
40 41
42
43 44