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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 %
DSC
1076
Duncker Streett & Co
Missouri
$403K -$22.1K -310 -5%
THWM
1077
Taylor Hoffman Wealth Management
Virginia
$402K – – –
CL
1078
Choreo LLC
Illinois
$401K +$3.71K +52 +0.9%
KFGK
1079
Keystone Financial Group (Kentucky)
Kentucky
$401K +$6.49K +91 +2%
WPW
1080
Waldron Private Wealth
Pennsylvania
$401K +$137K +1,924 +52%
PWMG
1081
Pinnacle Wealth Management Group
Michigan
$400K – – –
LB
1082
Leo Brokerage
Texas
$399K -$114K -1,594 -22%
DLHL
1083
Donald L. Hagan LLC
Florida
$398K – – –
OBGC
1084
O'Brien Greene & Co
Pennsylvania
$397K +$3.28K +46 +0.8%
JIC
1085
Joel Isaacson & Co
New York
$396K +$999 +14 +0.3%
DWP
1086
Destiny Wealth Partners
Florida
$395K +$74K +1,038 +23%
AT
1087
Arden Trust
Delaware
$393K -$114K -1,600 -23%
SFWA
1088
Summit Financial Wealth Advisors
Louisiana
$393K +$14.6K +200 +4%
DA
1089
Doliver Advisors
Texas
$392K +$26.9K +378 +7%
FWP
1090
FAS Wealth Partners
Kansas
$391K -$668K -9,354 -63%
DJSG
1091
D.J. St. Germain
Massachusetts
$391K -$22K -309 -5%
DMBA
1092
Deseret Mutual Benefit Administrators
Utah
$391K – – –
JAG
1093
Journey Advisory Group
Kentucky
$391K +$67.6K +882 +21%
DWT
1094
Dorsey & Whitney Trust
South Dakota
$390K -$2.29K -32 -0.6%
AWM
1095
Affinity Wealth Management
Delaware
$390K – – –
SFP
1096
Sandbox Financial Partners
Maryland
$389K +$71 +1 +0%
RB
1097
Rodgers Brothers
Pennsylvania
$388K – – –
ACM
1098
AlphaStar Capital Management
North Carolina
$388K +$1.85K +26 +0.5%
KA
1099
Klingman & Associates
New York
$387K -$2.28K -32 -0.6%
SC
1100
Sawyer & Company
Massachusetts
$386K -$37.8K -530 -9%
42 43
44
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