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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 %
AFP
1201
Ausdal Financial Partners
Iowa
$320K -$14.6K -215 -4%
BRM
1202
Boston Research & Management
Massachusetts
$320K – – –
LIG
1203
Lokken Investment Group
Delaware
$320K – – –
BFIM
1204
Beese Fulmer Investment Management
Ohio
$320K – – –
EWM
1205
Elmwood Wealth Management
California
$319K – – –
ORC
1206
O'Rourke & Company
Massachusetts
$319K +$68 +1 +0%
RFN
1207
Redwood Financial Network
Ohio
$319K +$952 +14 +0.3%
HCM
1208
Hodges Capital Management
Texas
$318K -$40.9K -600 -11%
AFWM
1209
AMJ Financial Wealth Management
Virginia
$318K – – –
VCM
1210
Violich Capital Management
California
$317K – – –
JWM
1211
Jeppson Wealth Management
California
$315K +$13.6K +200 +5%
TWM
1212
Thrive Wealth Management
Pennsylvania
$315K +$22.4K +329 +8%
RCM
1213
RB Capital Management
Nevada
$315K +$315K +4,626 New
FIM
1214
Freedom Investment Management
Connecticut
$315K +$16.4K +241 +5%
BFA
1215
Brown Financial Advisory
Alabama
$314K – – –
AFA
1216
American Financial Advisors
Georgia
$314K +$2.31K +34 +0.7%
WS
1217
Wela Strategies
Georgia
$313K -$22.6K -332 -7%
SAM
1218
Seelaus Asset Management
New Jersey
$313K – – –
SCA
1219
Stonebridge Capital Advisors
Minnesota
$312K -$55.8K -822 -15%
OSNBOA
1220
Old Second National Bank of Aurora
Illinois
$310K -$11.4K -168 -4%
LJAC
1221
L.J. Altfest & Co
New York
$310K +$3.81K +56 +1%
DWA
1222
Douglass Winthrop Advisors
New York
$309K – – –
HFA
1223
High Falls Advisors
New York
$307K +$204 +3 +0.1%
SAF
1224
Smith Anglin Financial
Texas
$305K +$475 +7 +0.2%
RFM
1225
Royal Fund Management
Florida
$305K +$32.9K +485 +12%
47 48
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