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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 %
EWA
1076
Exencial Wealth Advisors
Oklahoma
$421K +$34K +500 +9%
ANTB
1077
AMG National Trust Bank
Colorado
$421K +$153K +2,246 +57%
GIM
1078
Greylin Investment Management
Virginia
$420K -$6.8K -100 -2%
BWS
1079
BCR Wealth Strategies
Alabama
$420K +$272 +4 +0.1%
KWM
1080
Keebeck Wealth Management
Illinois
$420K +$102K +1,500 +32%
IEFM
1081
IQ EQ Fund Management
Ireland
$412K – – –
WPC
1082
Wedmont Private Capital
Pennsylvania
$412K +$160K +2,347 +63%
MW
1083
Marcum Wealth
Ohio
$411K -$38.8K -571 -9%
SAM
1084
Summit Asset Management
Tennessee
$410K +$1.02K +15 +0.2%
SN
1085
Sittner & Nelson
Oregon
$409K -$237K -3,482 -37%
BIP
1086
Blueprint Investment Partners
North Carolina
$409K +$134K +1,978 +49%
KC
1087
Kingfisher Capital
North Carolina
$409K +$409K +6,016 New
SC
1088
Schulhoff & Co
Ohio
$408K – – –
MC
1089
Mathes Company
New York
$408K – – –
BBNB
1090
Baker Boyer National Bank
Washington
$408K – – –
HDIM
1091
Hanson & Doremus Investment Management
Vermont
$405K +$12.5K +184 +3%
XWM
1092
Xcel Wealth Management
Florida
$403K -$11.9K -175 -3%
PA
1093
PFG Advisors
Arizona
$403K +$82.6K +1,215 +26%
DWT
1094
Dorsey & Whitney Trust
South Dakota
$402K +$30.5K +448 +8%
BA
1095
Ballew Advisors
Mississippi
$402K +$402K +6,283 New
AFAS
1096
Acorn Financial Advisory Services
Virginia
$401K -$2.04K -30 -0.5%
FAM
1097
Formidable Asset Management
Ohio
$399K -$7.16K -109 -2%
AWM
1098
Abound Wealth Management
Tennessee
$395K +$4.08K +60 +1%
KFGK
1099
Keystone Financial Group (Kentucky)
Kentucky
$394K +$11.4K +168 +3%
FWP
1100
FAS Wealth Partners
Kansas
$394K +$21.7K +320 +6%
42 43
44
45 46