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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 %
IC
1151
Inscription Capital
Texas
$356K +$14.2K +208 +4%
ACM
1152
AlphaStar Capital Management
North Carolina
$355K -$15.2K -223 -4%
BAM
1153
Byrne Asset Management
New Jersey
$355K -$13.6K -200 -4%
AA
1154
Auxano Advisors
Washington
$354K +$354K +5,200 New
WWM
1155
Wagner Wealth Management
South Carolina
$353K -$107K -1,576 -23%
QCM
1156
Quantinno Capital Management
New York
$353K +$105K +1,549 +43%
SBL
1157
Sargent Bickham Lagudis
Colorado
$352K +$5.31K +78 +2%
PIMG
1158
Patriot Investment Management Group
Tennessee
$351K -$6.52K -96 -2%
LDB
1159
Lee, Danner & Bass
Tennessee
$351K +$1.09K +16 +0.3%
SFWA
1160
Summit Financial Wealth Advisors
Louisiana
$349K -$3.26K -50 -0.9%
WA
1161
Wambolt & Associates
Colorado
$349K +$204 +3 +0.1%
KCM
1162
KRS Capital Management
Michigan
$348K -$2.1K -31 -0.6%
MFC
1163
Morris Financial Concepts
South Carolina
$348K +$66.3K +975 +24%
GWS
1164
Glassman Wealth Services
Virginia
$347K +$14.8K +217 +4%
FHA
1165
Flagship Harbor Advisors
Massachusetts
$347K +$74.2K +1,090 +27%
PWM
1166
PBMares Wealth Management
Virginia
$346K -$17K -250 -5%
FC
1167
Fusion Capital
South Carolina
$346K -$4.77K -70 -1%
DS
1168
DRW Securities
Illinois
$346K +$346K +5,095 New
SFG
1169
SNS Financial Group
Minnesota
$343K -$3.2K -47 -0.9%
TWM
1170
Triton Wealth Management
Arizona
$343K – – –
WA
1171
WealthTrust Axiom
Pennsylvania
$342K – – –
BFC
1172
Bedel Financial Consulting
Indiana
$341K -$31.7K -500 -9%
DW
1173
Domani Wealth
Pennsylvania
$341K +$22.6K +333 +7%
VT
1174
Vise Technologies
New York
$341K +$83.3K +1,225 +32%
STC
1175
Sarah T. Connolly
$340K – – –
45 46
47
48 49