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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 %
FCA
1301
FLC Capital Advisors
California
$268K – – –
TA
1302
TruWealth Advisors
Louisiana
$268K +$136 +2 +0.1%
FANJ
1303
Financial Architects (New Jersey)
New Jersey
$268K +$268K +3,946 New
AW
1304
Apricus Wealth
South Carolina
$267K -$34K -500 -11%
BLAM
1305
Bourne Lent Asset Management
New York
$267K – – –
OAM
1306
Oppenheimer Asset Management
New York
$267K +$30.5K +449 +13%
SEEDPG
1307
S.E.E.D. Planning Group
New York
$266K -$475 -7 -0.2%
RVPG
1308
Relative Value Partners Group
$266K +$266K +3,910 New
BMO
1309
Beck Mack & Oliver
New York
$265K -$3.53K -52 -1%
PAM
1310
Peak Asset Management
Colorado
$265K – – –
SSC
1311
Syverson Strege & Co
Iowa
$265K +$2.31K +34 +0.9%
TWC
1312
TD Waterhouse Canada
Ontario, Canada
$264K -$14.1K -200 -5%
Q
1313
QVR
California
$264K +$264K +3,878 New
JE
1314
JMAC Enterprises
Pennsylvania
$260K +$1.16K +17 +0.4%
MIC
1315
Meridian Investment Counsel
California
$259K -$27.2K -400 -10%
C1AG
1316
Client 1st Advisory Group
Florida
$259K – – –
SWA
1317
Sutton Wealth Advisors
Florida
$259K +$680 +10 +0.3%
CCMD
1318
Cypress Capital Management (Delaware)
Delaware
$256K -$6.81K -100 -3%
RSWM
1319
Robertson Stephens Wealth Management
California
$255K – – –
MA
1320
MCF Advisors
Kentucky
$255K +$339 +5 +0.1%
WMA
1321
Wealth Management Associates
New Jersey
$255K +$34K +500 +15%
AW
1322
Alaethes Wealth
Nevada
$253K – – –
MFG
1323
MidWestOne Financial Group
Iowa
$253K +$11.9K +175 +5%
KWMG
1324
King Wealth Management Group
Florida
$252K -$34K -500 -12%
NFG
1325
Nadler Financial Group
Illinois
$252K +$17K +250 +7%
51 52
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