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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 %
LI
1051
LVZ Inc
Michigan
$455K +$1.77K +26 +0.4%
MA
1052
MKT Advisors
California
$454K +$5.44K +80 +1%
CM
1053
Capula Management
Cayman Islands
$452K +$452K +6,640 New
VHAM
1054
Van Hulzen Asset Management
California
$451K -$3.01M -44,189 -87%
MFC
1055
Mechanics Financial Corp
Ohio
$451K -$6.81K -100 -1%
BBA
1056
BLB&B Advisors
Pennsylvania
$451K -$1.7K -25 -0.4%
TCOT
1057
Trust Company of Toledo
Ohio
$448K – – –
QCG
1058
Quadrant Capital Group
Ohio
$447K +$89.2K +1,312 +25%
CTA
1059
Colonial Trust Advisors
South Carolina
$447K +$91.3K +1,344 +26%
HCP
1060
Hexagon Capital Partners
Arkansas
$446K +$105K +1,539 +31%
AF
1061
Aldebaran Financial
$445K -$4.54K -66 -1%
CSI
1062
Cross Staff Investments
New York
$444K – – –
VBCG
1063
Valley Brook Capital Group
Pennsylvania
$442K -$272 -4 -0.1%
TL
1064
Tradewinds LLC
North Carolina
$440K -$680 -10 -0.2%
MA
1065
MUFG Americas
New York
$438K – – –
1IA
1066
1620 Investment Advisors
Massachusetts
$437K +$952 +14 +0.2%
DWP
1067
Destiny Wealth Partners
Florida
$436K +$59.6K +877 +16%
FFMBT
1068
First Farmers & Merchants Bank Trust
Tennessee
$433K – – –
SDAM
1069
Shulman DeMeo Asset Management
New York
$432K -$1.84K -27 -0.4%
TFS
1070
Thoroughbred Financial Services
Tennessee
$427K -$6.79K -100 -2%
CC
1071
Chicago Capital
Illinois
$427K -$2.11K -31 -0.5%
CWM
1072
Cornerstone Wealth Management
Missouri
$427K +$19K +279 +5%
FCBT
1073
First Citizens Bank & Trust
North Carolina
$426K -$99.2K -1,460 -19%
FIBT
1074
First International Bank & Trust
North Dakota
$422K +$25.9K +381 +7%
MHIC
1075
Marble Harbor Investment Counsel
Massachusetts
$421K +$27.1K +399 +7%
41 42
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