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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 %
BAM
1101
Byrne Asset Management
New Jersey
$386K -$11.5K -161 -3%
FNBTCON
1102
First National Bank & Trust Co of Newtown
Pennsylvania
$386K – – –
SCA
1103
Stonebridge Capital Advisors
Minnesota
$386K +$21.9K +308 +6%
BCM
1104
Bienville Capital Management
New York
$385K -$25K -350 -6%
TWA
1105
TCI Wealth Advisors
Arizona
$384K +$7.63K +107 +2%
WI
1106
Wintrust Investments
Illinois
$383K -$476K -6,675 -55%
BAM
1107
Beaumont Asset Management
Texas
$382K -$2.99K -42 -0.8%
AWM
1108
Aevitas Wealth Management
Massachusetts
$382K +$1.78K +25 +0.5%
CAM
1109
Campion Asset Management
Virginia
$381K – – –
PWM
1110
PBMares Wealth Management
Virginia
$381K +$1.43K +20 +0.4%
SMF
1111
Sterling Manor Financial
New York
$379K +$165K +2,317 +77%
PCA
1112
Private Capital Advisors
Connecticut
$378K – – –
LGA
1113
Lebenthal Global Advisors
New York
$378K +$21.4K +300 +6%
TWM
1114
Triton Wealth Management
Arizona
$376K – – –
CWM
1115
Cranbrook Wealth Management
Michigan
$376K – – –
HCM
1116
Hodges Capital Management
Texas
$376K +$87K +1,220 +30%
CCG
1117
Cypress Capital Group
Florida
$375K – – –
ACP
1118
Arcus Capital Partners
Georgia
$375K +$2.64K +37 +0.7%
PIMG
1119
Patriot Investment Management Group
Tennessee
$375K +$8.69K +122 +2%
QCG
1120
Quadrant Capital Group
Ohio
$375K +$90.3K +1,266 +32%
JLBC
1121
J.L. Bainbridge & Co
Florida
$374K -$3.57K -50 -0.9%
CCB
1122
Cutter & Co Brokerage
Missouri
$374K +$40.4K +566 +12%
RW
1123
REDW Wealth
New Mexico
$373K – – –
CTA
1124
Colonial Trust Advisors
South Carolina
$373K +$35.6K +500 +11%
CC
1125
Courier Capital
New York
$372K +$71.2K +1,000 +24%
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