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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 %
FA
1276
Fagan Associates
New York
$286K – – –
GJIC
1277
Gamble Jones Investment Counsel
California
$286K +$5.77K +81 +2%
ANTB
1278
AMG National Trust Bank
Colorado
$286K +$34.1K +471 +14%
FHA
1279
Flagship Harbor Advisors
Massachusetts
$286K +$53.2K +745 +23%
LI
1280
Lafayette Investments
Maryland
$285K – – –
RFM
1281
Royal Fund Management
Florida
$285K +$1.56K +22 +0.6%
RCM
1282
RNC Capital Management
California
$284K – – –
WP
1283
WMS Partners
Maryland
$284K +$142 +2 +0.1%
BMO
1284
Beck Mack & Oliver
New York
$282K +$3.71K +52 +1%
FCA
1285
FLC Capital Advisors
California
$281K – – –
LOPW
1286
Live Oak Private Wealth
North Carolina
$281K – – –
SFS
1287
Stiles Financial Services
Minnesota
$281K +$2.36K +33 +0.8%
TA
1288
TruWealth Advisors
Louisiana
$281K +$21.6K +302 +8%
BLAM
1289
Bourne Lent Asset Management
New York
$280K – – –
SEEDPG
1290
S.E.E.D. Planning Group
New York
$280K +$143 +2 +0.1%
SSG
1291
Summit Securities Group
New York
$280K +$84.9K +1,189 +43%
PIP
1292
Peachtree Investment Partners
Florida
$280K +$280K +3,920 New
PAM
1293
Peak Asset Management
Colorado
$278K – – –
CWM
1294
Congress Wealth Management
Massachusetts
$278K +$68.6K +964 +33%
DA
1295
Drake & Associates
Wisconsin
$278K +$278K +3,893 New
SFA
1296
Semmax Financial Advisors
North Carolina
$277K +$2.27K +29 +0.8%
FWIA
1297
Fort Washington Investment Advisors
Ohio
$276K -$849K -11,900 -75%
CCMD
1298
Cypress Capital Management (Delaware)
Delaware
$275K – – –
SSC
1299
Syverson Strege & Co
Iowa
$275K +$2.42K +34 +0.9%
VF
1300
Virtu Financial
New York
$274K -$475K -6,664 -63%
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