SO icon

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 %
EHWM
1251
Eads & Heald Wealth Management
Georgia
$295K -$4.63K -65 -2%
APG
1252
Abacus Planning Group
South Carolina
$295K – – –
LCM
1253
LCM Capital Management
Illinois
$295K +$10.6K +148 +4%
ZF
1254
Zhang Financial
Michigan
$294K +$52.8K +740 +22%
LWCFA
1255
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$294K +$90.4K +1,266 +44%
PGF
1256
Plan Group Financial
Oklahoma
$294K +$294K +4,130 New
WJA
1257
Willis Johnson & Associates
Texas
$293K +$3.92K +55 +1%
ISWM
1258
Independent Solutions Wealth Management
New York
$293K -$5.13K -72 -2%
AFA
1259
AllGen Financial Advisors
Florida
$291K -$2.74M -38,363 -90%
TWC
1260
TD Waterhouse Canada
Ontario, Canada
$291K -$5.39K -73 -2%
WT
1261
Washington Trust
Rhode Island
$291K -$14.3K -200 -5%
PFT
1262
Providence First Trust
Arizona
$291K – – –
CPIG
1263
Chicago Partners Investment Group
Illinois
$291K +$13.8K +179 +5%
TAM
1264
Townsend Asset Management
North Carolina
$291K +$291K +4,074 New
WCAMG
1265
Woodard & Company Asset Management Group
North Carolina
$290K -$28.5K -400 -9%
TIM
1266
Thompson Investment Management
Wisconsin
$290K -$9.98K -140 -3%
CB
1267
Community Bank
New York
$289K -$385K -5,395 -57%
PIM
1268
Penobscot Investment Management
Massachusetts
$289K – – –
HWA
1269
Heritage Wealth Advisors
Virginia
$289K +$42.8K +600 +17%
EGWAG
1270
Elwood & Goetz Wealth Advisory Group
Georgia
$288K -$49.1K -690 -15%
GWCM
1271
Godshalk Welsh Capital Management
Pennsylvania
$288K – – –
BIP
1272
Blueprint Investment Partners
North Carolina
$288K +$95.8K +1,345 +50%
SCP
1273
Shorepoint Capital Partners
Massachusetts
$287K -$17.8K -250 -6%
SC
1274
Schubert & Co
Texas
$287K +$1.86K +26 +0.7%
FA
1275
Fagan Associates
New York
$286K – – –
49 50
51
52 53