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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 %
RRA
1226
Round Rock Advisors
Connecticut
$302K +$81.5K +1,200 +37%
PWLP
1227
Prio Wealth Limited Partnership
Massachusetts
$301K – – –
MA
1228
MBA Advisors
Pennsylvania
$300K – – –
IHL
1229
Investment House LLC
California
$300K +$204 +3 +0.1%
CPIG
1230
Chicago Partners Investment Group
Illinois
$300K +$60.1K +948 +25%
HFAS
1231
Hummer Financial Advisory Services
Illinois
$299K -$10.2K -150 -3%
H
1232
HoyleCohen
California
$299K – – –
AA
1233
Altman Advisors
Illinois
$299K – – –
MGAM
1234
McGowan Group Asset Management
Texas
$299K +$2.45K +36 +0.8%
CICI
1235
Capital Investment Counsel Inc
North Carolina
$298K -$13.6K -200 -4%
RPG
1236
Resource Planning Group
Georgia
$298K -$476 -7 -0.2%
TP
1237
Tranquility Partners
Tennessee
$298K – – –
9WM
1238
9258 Wealth Management
Ohio
$298K +$1.57K +23 +0.5%
SCA
1239
Spearhead Capital Advisors
Florida
$297K – – –
CCFM
1240
Clear Creek Financial Management
Washington
$296K -$16K -235 -5%
BS
1241
Boenning & Scattergood
Pennsylvania
$296K -$4.35K -64 -1%
DIA
1242
Dean Investment Associates
Ohio
$295K -$1.55M -22,812 -84%
PB
1243
Pinnacle Bancorp
Nebraska
$295K – – –
KC
1244
Kenfarb & Co
Kentucky
$295K – – –
HIMC
1245
Heritage Investors Management Corp
Maryland
$294K -$34.7K -510 -11%
FFM
1246
Forum Financial Management
Illinois
$294K – – –
SWA
1247
SFMG Wealth Advisors
Texas
$294K +$308 +5 +0.1%
JC
1248
JB Capital
Connecticut
$293K -$9.65K -142 -3%
AAM
1249
Ascension Asset Management
New York
$293K – – –
LWCFA
1250
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$293K +$13.6K +200 +5%
48 49
50
51 52