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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 %
AA
1301
Advisory Alpha
Michigan
$274K -$19.7K -276 -7%
BFA
1302
Bill Few Associates
Pennsylvania
$274K -$17.8K -250 -6%
CCA
1303
Childress Capital Advisors
Texas
$273K +$2K +28 +0.7%
JE
1304
JMAC Enterprises
Pennsylvania
$271K -$392K -5,498 -59%
C1AG
1305
Client 1st Advisory Group
Florida
$271K – – –
SWA
1306
Sutton Wealth Advisors
Florida
$271K +$1.93K +27 +0.7%
VT
1307
Vise Technologies
New York
$270K -$23.4K -328 -8%
TTWM
1308
TCV Trust & Wealth Management
Virginia
$269K +$64.9K +908 +32%
RSWM
1309
Robertson Stephens Wealth Management
California
$268K – – –
MA
1310
MCF Advisors
Kentucky
$268K +$56.3K +788 +27%
AP
1311
Arlington Partners
Alabama
$267K +$259K +3,625 +3,125%
AW
1312
Alaethes Wealth
Nevada
$266K -$111K -1,550 -29%
IA
1313
Insight Advisors
Pennsylvania
$266K -$2.8K -36 -1%
NAS
1314
Nicolet Advisory Services
Wisconsin
$264K – – –
AWM
1315
Aprio Wealth Management
Georgia
$264K +$264K +3,701 New
WPC
1316
Wedmont Private Capital
Pennsylvania
$264K +$264K +3,706 New
GL
1317
Graypoint LLC
New York
$263K +$40.6K +570 +18%
FPS
1318
Fieldpoint Private Securities
Connecticut
$262K -$9.97K -140 -4%
RMDI
1319
R.M. Davis Inc
Maine
$262K – – –
AIM
1320
Athena Investment Management
California
$261K – – –
FAG
1321
Fortitude Advisory Group
Washington
$260K +$3.99K +56 +2%
5L
1322
55I LLC
Massachusetts
$260K +$30.1K +421 +13%
PAM
1323
Premier Asset Management
Illinois
$259K -$184K -2,394 -42%
SIC
1324
Samalin Investment Counsel
New York
$259K +$499 +7 +0.2%
QCM
1325
Quantinno Capital Management
New York
$259K +$259K +3,638 New
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