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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 %
ISWM
1276
Independent Solutions Wealth Management
New York
$279K – – –
TAM
1277
Townsend Asset Management
North Carolina
$279K +$1.77K +26 +0.6%
LFG
1278
Lockerman Financial Group
California
$278K -$43.8K -644 -14%
EHWM
1279
Eads & Heald Wealth Management
Georgia
$278K -$3.74K -55 -1%
PFT
1280
Providence First Trust
Arizona
$278K – – –
EGWAG
1281
Elwood & Goetz Wealth Advisory Group
Georgia
$278K +$2.59K +38 +0.9%
BFA
1282
Bill Few Associates
Pennsylvania
$278K +$17K +250 +6%
AFA
1283
AllGen Financial Advisors
Florida
$278K – – –
WT
1284
Washington Trust
Rhode Island
$277K – – –
SFS
1285
Stiles Financial Services
Minnesota
$277K +$8.92K +131 +3%
ST
1286
Sabal Trust
Florida
$277K +$79.1K +1,161 +40%
HWA
1287
Heritage Wealth Advisors
Virginia
$276K – – –
PIM
1288
Penobscot Investment Management
Massachusetts
$275K – – –
PWMAG
1289
Pinnacle Wealth Management Advisory Group
New Jersey
$275K +$49.5K +728 +22%
GWCM
1290
Godshalk Welsh Capital Management
Pennsylvania
$274K – – –
SCP
1291
Shorepoint Capital Partners
Massachusetts
$274K – – –
SC
1292
Schubert & Co
Texas
$274K +$815 +12 +0.3%
FA
1293
Fagan Associates
New York
$273K – – –
LI
1294
Lafayette Investments
Maryland
$272K – – –
RCM
1295
RNC Capital Management
California
$271K – – –
TPWA
1296
TRUE Private Wealth Advisors
Oregon
$270K -$2.24K -33 -0.8%
CCA
1297
Childress Capital Advisors
Texas
$269K +$4.22K +61 +2%
AA
1298
Advisory Alpha
Michigan
$269K +$7.61K +112 +3%
WP
1299
WMS Partners
Maryland
$268K -$3.54K -52 -1%
LOPW
1300
Live Oak Private Wealth
North Carolina
$268K – – –
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