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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 %
MF
1351
Meridian Financial
Massachusetts
$245K – – –
CGFA
1352
Colton Groome Financial Advisors
North Carolina
$244K – – –
CI
1353
CX Institutional
Indiana
$244K +$39.3K +552 +19%
ZIG
1354
Zullo Investment Group
Pennsylvania
$243K -$8.14K -114 -3%
ACA
1355
Anchor Capital Advisors
Massachusetts
$242K – – –
WEG
1356
World Equity Group
Illinois
$241K +$37.9K +532 +19%
GP
1357
Girard Partners
Pennsylvania
$241K -$98.8K -1,386 -29%
WPA
1358
West Paces Advisors
Georgia
$241K +$1.57K +22 +0.7%
JWM
1359
Janiczek Wealth Management
Colorado
$240K – – –
TLP
1360
Trinity Legacy Partners
Texas
$239K +$6.61K +92 +3%
OFG
1361
OmniStar Financial Group
North Carolina
$238K -$1.63K -23 -0.7%
CFA
1362
Capstone Financial Advisors
Illinois
$236K – – –
PWMAG
1363
Pinnacle Wealth Management Advisory Group
New Jersey
$236K +$236K +3,316 New
IAMOG
1364
Investors Asset Management of Georgia
Georgia
$235K – – –
SCA
1365
Strategic Capital Advisers
Colorado
$235K – – –
VC
1366
Vicus Capital
Pennsylvania
$235K +$3.93K +55 +2%
WT
1367
Whittier Trust
California
$235K +$7.21K +101 +3%
BLC
1368
Brown, Lisle/Cummings
Rhode Island
$234K -$43.9K -615 -16%
KLCM
1369
KG&L Capital Management
Louisiana
$233K -$1.17M -16,424 -83%
BAM
1370
Boyar Asset Management
New York
$233K – – –
SFP
1371
Sweet Financial Partners
Minnesota
$233K +$71 +1 +0%
WAM
1372
WealthTrust Asset Management
Florida
$233K +$570 +8 +0.2%
SIMG
1373
Sonora Investment Management Group
Arizona
$232K – – –
SAM
1374
Secure Asset Management
Michigan
$232K +$784 +11 +0.3%
FAM
1375
Flaharty Asset Management
Florida
$232K +$232K +3,250 New
53 54
55
56 57