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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 %
AFWM
1176
AMJ Financial Wealth Management
Virginia
$334K -$20.6K -289 -6%
ORC
1177
O'Rourke & Company
Massachusetts
$334K -$3.99K -56 -1%
AA
1178
Altman Advisors
Illinois
$334K – – –
KWM
1179
Keebeck Wealth Management
Illinois
$334K – – –
RFN
1180
Redwood Financial Network
Ohio
$333K +$997 +14 +0.3%
GC
1181
Gratus Capital
Georgia
$332K -$77.9K -1,092 -19%
VCM
1182
Violich Capital Management
California
$332K – – –
RPC
1183
Rossmore Private Capital
Connecticut
$331K -$9.48K -133 -3%
CG
1184
Cutler Group
California
$331K +$331K +4,646 New
WJWM
1185
Williams Jones Wealth Management
New York
$330K +$2.79K +39 +0.9%
TCMP
1186
Thrive Capital Management (Pennsylvania)
Pennsylvania
$330K +$104K +1,462 +46%
SAM
1187
Seelaus Asset Management
New Jersey
$329K – – –
BFA
1188
Brown Financial Advisory
Alabama
$329K – – –
CBFP
1189
Cedar Brook Financial Partners
Ohio
$328K -$65.8K -923 -17%
AT
1190
American Trust
Kentucky
$328K +$28.6K +400 +10%
CCFM
1191
Clear Creek Financial Management
Washington
$327K -$16.3K -228 -5%
CICI
1192
Capital Investment Counsel Inc
North Carolina
$327K – – –
AIA
1193
Angeles Investment Advisors
California
$327K – – –
AFA
1194
American Financial Advisors
Georgia
$327K +$2.49K +35 +0.8%
1SB
1195
1ST Source Bank
Indiana
$324K -$16.1K -225 -5%
DWA
1196
Douglass Winthrop Advisors
New York
$324K -$3.56K -50 -1%
HFAS
1197
Hummer Financial Advisory Services
Illinois
$324K – – –
AG
1198
AIA Group
Hong Kong
$323K -$782K -10,975 -71%
BDF
1199
Black Diamond Financial
Maryland
$322K – – –
HFA
1200
High Falls Advisors
New York
$322K +$214 +3 +0.1%
46 47
48
49 50