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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 %
EIA
1126
Eastover Investment Advisors
North Carolina
$370K -$324K -4,544 -47%
LDB
1127
Lee, Danner & Bass
Tennessee
$367K -$50.9K -714 -12%
KCM
1128
KRS Capital Management
Michigan
$367K +$712 +10 +0.2%
FC
1129
Fusion Capital
South Carolina
$367K +$2.99K +42 +0.8%
TSS
1130
Two Sigma Securities
New York
$367K +$56.6K +794 +18%
WA
1131
Wambolt & Associates
Colorado
$366K -$5.5K -77 -1%
SFG
1132
SNS Financial Group
Minnesota
$363K -$66.4K -931 -15%
SBL
1133
Sargent Bickham Lagudis
Colorado
$363K +$40.2K +564 +12%
BEI
1134
Benjamin Edwards Inc
Missouri
$363K +$42.3K +592 +13%
KWM
1135
KerberRose Wealth Management
Wisconsin
$362K +$362K +5,077 New
AWA
1136
Arete Wealth Advisors
Illinois
$360K -$363K -3,458 -50%
PFM
1137
Parsec Financial Management
North Carolina
$360K +$34.3K +482 +11%
WA
1138
WealthTrust Axiom
Pennsylvania
$359K – – –
JSL
1139
JT Stratford LLC
Georgia
$358K -$32.5K -455 -8%
PG
1140
Pendal Group
Australia
$358K -$30.8K -432 -8%
IC
1141
Inscription Capital
Texas
$358K +$28.7K +403 +9%
STC
1142
Sarah T. Connolly
$357K – – –
PTP
1143
Platform Technology Partners
New York
$357K +$7.5K +105 +2%
HCP
1144
Hexagon Capital Partners
Arkansas
$357K +$23K +323 +7%
MHR
1145
Matthew Hamilton Rosenberg
$357K +$25.1K +344 +8%
FFA
1146
Founders Financial Alliance
North Carolina
$357K +$31.1K +435 +10%
CIA
1147
Cladis Investment Advisory
Montana
$357K – – –
SIC
1148
Sigma Investment Counselors
Michigan
$356K +$712 +10 +0.2%
KIG
1149
Kowal Investment Group
Wisconsin
$354K +$354K +4,969 New
WS
1150
Wela Strategies
Georgia
$352K +$143 +2 +0%
44 45
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