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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 %
IEFM
1051
IQ EQ Fund Management
Ireland
$432K -$40.5K -567 -9%
WW
1052
Waterfront Wealth
Kansas
$432K +$141K +1,977 +48%
MWM
1053
Modera Wealth Management
New Jersey
$431K +$80.7K +1,131 +23%
SAM
1054
Summit Asset Management
Tennessee
$429K +$998 +14 +0.2%
BBNB
1055
Baker Boyer National Bank
Washington
$428K – – –
MC
1056
Mathes Company
New York
$428K – – –
CWM
1057
Cornerstone Wealth Management
Missouri
$428K +$785 +11 +0.2%
SC
1058
Schulhoff & Co
Ohio
$427K – – –
AFAS
1059
Acorn Financial Advisory Services
Virginia
$421K -$7.25K -102 -2%
KM
1060
Kalos Management
Georgia
$419K -$3.94K -54 -0.9%
CCM
1061
Crossvault Capital Management
Texas
$419K +$21.4K +300 +5%
BFC
1062
Bedel Financial Consulting
Indiana
$419K +$84.3K +1,183 +25%
VFP
1063
Verus Financial Partners
Virginia
$418K -$31.1K -439 -7%
BIM
1064
Bridges Investment Management
Nebraska
$418K – – –
FIBT
1065
First International Bank & Trust
North Dakota
$415K +$63.6K +892 +18%
MHIC
1066
Marble Harbor Investment Counsel
Massachusetts
$413K +$28.5K +400 +7%
HDIM
1067
Hanson & Doremus Investment Management
Vermont
$412K -$19.5K -273 -5%
AWM
1068
Abound Wealth Management
Tennessee
$410K +$927 +13 +0.2%
TC
1069
Telemus Capital
Michigan
$408K -$33.6K -471 -8%
LDFR
1070
Lehman & Derafelo Financial Resources
Pennsylvania
$406K +$28.5K +400 +8%
EWA
1071
Exencial Wealth Advisors
Oklahoma
$406K +$48.2K +676 +13%
CBN
1072
Cadence Bank NA
Texas
$405K -$179K -2,500 -31%
LAM
1073
LifePro Asset Management
California
$405K – – –
CI
1074
Carroll Investors
South Carolina
$405K – – –
CA
1075
Continuum Advisory
Idaho
$405K +$642 +9 +0.2%
41 42
43
44 45