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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 %
CGH
1151
CMG Global Holdings
Texas
$352K +$1.78K +25 +0.5%
AFP
1152
Ausdal Financial Partners
Iowa
$351K -$2.35K -33 -0.7%
GWM
1153
Graybill Wealth Management
Illinois
$349K -$160K -2,244 -31%
GWS
1154
Glassman Wealth Services
Virginia
$348K +$1.28K +18 +0.4%
VIA
1155
Vident Investment Advisory
Georgia
$347K -$422K -5,926 -55%
IBOK
1156
Independence Bank of Kentucky
Kentucky
$346K – – –
BOS
1157
Bank of Stockton
California
$346K +$356 +5 +0.1%
BWA
1158
Beam Wealth Advisors
Louisiana
$346K +$346K +4,851 New
HIMC
1159
Heritage Investors Management Corp
Maryland
$345K -$63.1K -884 -15%
WFA
1160
WMG Financial Advisors
Tennessee
$345K -$18.5K -260 -5%
CCFP
1161
Charles Carroll Financial Partners
Massachusetts
$342K +$107K +1,500 +45%
TFA
1162
Triad Financial Advisors
North Carolina
$341K +$1.21K +17 +0.4%
SWA
1163
SFMG Wealth Advisors
Texas
$340K -$6.77K -95 -2%
IFWM
1164
Institute for Wealth Management
Colorado
$339K +$71 +1 +0%
FFBTD
1165
First Financial Bank - Trust Division
Ohio
$338K -$714 -10 -0.2%
AGP
1166
Autumn Glory Partners
Texas
$338K +$338K +4,735 New
OSNBOA
1167
Old Second National Bank of Aurora
Illinois
$337K – – –
LFG
1168
Lockerman Financial Group
California
$337K +$21.2K +298 +7%
BAMF
1169
BI Asset Management Fondsmaeglerselskab
Denmark
$337K +$337K +4,725 New
BFIM
1170
Beese Fulmer Investment Management
Ohio
$336K -$25.2K -353 -7%
PA
1171
PFG Advisors
Arizona
$336K +$10.1K +142 +3%
EWM
1172
Elmwood Wealth Management
California
$335K -$25K -350 -7%
LIG
1173
Lokken Investment Group
Delaware
$335K – – –
BRM
1174
Boston Research & Management
Massachusetts
$335K – – –
DW
1175
Domani Wealth
Pennsylvania
$334K -$49.9K -700 -13%
45 46
47
48 49