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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 %
BFM
1326
Boston Financial Management
Massachusetts
$258K +$9.2K +129 +4%
DLG
1327
Daniel L. Goodwin
$257K +$50K +700 +24%
ATWA
1328
Arbor Trust Wealth Advisors
Michigan
$256K – – –
GWM
1329
Gray Wealth Management
Maine
$256K +$285 +4 +0.1%
CFS
1330
Cannon Financial Strategists
Georgia
$254K – – –
MFG
1331
MidWestOne Financial Group
Iowa
$253K – – –
FBB
1332
Fulton Breakefield Broenniman
Maryland
$253K – – –
SA
1333
Strategic Advisors
New York
$251K -$35K -492 -12%
WCM
1334
WealthBridge Capital Management
Ohio
$250K – – –
MPI
1335
Mairs & Power Inc
Minnesota
$250K – – –
SLT
1336
St Louis Trust
Missouri
$250K – – –
FFP
1337
Forbes Financial Planning
Rhode Island
$250K – – –
MAP
1338
Milestone Advisory Partners
North Carolina
$249K – – –
AIM
1339
Acropolis Investment Management
Missouri
$249K +$1.64K +23 +0.7%
BFA
1340
Buttonwood Financial Advisors
Maryland
$249K +$249K +3,487 New
OAM
1341
Oppenheimer Asset Management
New York
$248K -$2.71K -38 -1%
CCP
1342
Carmel Capital Partners
California
$248K – – –
AAS
1343
Annex Advisory Services
Wisconsin
$248K +$248K +3,478 New
DDC
1344
DF Dent & Co
Maryland
$247K – – –
ALAM
1345
Asahi Life Asset Management
Japan
$247K +$247K +3,460 New
NFG
1346
Nadler Financial Group
Illinois
$246K – – –
PPW
1347
Pinnacle Private Wealth
Massachusetts
$246K +$246K +3,452 New
PPP
1348
Private Portfolio Partners
New Jersey
$245K +$1.43K +20 +0.6%
IIC
1349
Ironwood Investment Counsel
Arizona
$245K – – –
IWP
1350
IAG Wealth Partners
Wisconsin
$245K – – –
52 53
54
55 56