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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 %
NAS
1351
Nicolet Advisory Services
Wisconsin
$240K +$2.75K +43 +1%
FFP
1352
Forbes Financial Planning
Rhode Island
$238K – – –
MPI
1353
Mairs & Power Inc
Minnesota
$238K – – –
BP
1354
Ballentine Partners
Massachusetts
$236K +$236K +3,467 New
IAA
1355
Ironsides Asset Advisors
North Carolina
$236K +$236K +3,470 New
PPP
1356
Private Portfolio Partners
New Jersey
$235K +$1.29K +19 +0.6%
AF
1357
Apexium Financial
Texas
$235K +$235K +3,463 New
AAS
1358
Annex Advisory Services
Wisconsin
$234K -$2.1K -31 -0.9%
IAMOG
1359
Investors Asset Management of Georgia
Georgia
$234K +$10.3K +152 +5%
AIM
1360
Acropolis Investment Management
Missouri
$233K -$3.6K -53 -2%
DDC
1361
DF Dent & Co
Maryland
$233K -$2.59K -38 -1%
SIMG
1362
Sonora Investment Management Group
Arizona
$232K – – –
CGFA
1363
Colton Groome Financial Advisors
North Carolina
$232K – – –
MAP
1364
Milestone Advisory Partners
North Carolina
$232K – – –
TCA
1365
Transcend Capital Advisors
New Jersey
$231K -$360K -5,290 -61%
IA
1366
Insight Advisors
Pennsylvania
$231K -$1.22K -18 -0.5%
ACA
1367
Anchor Capital Advisors
Massachusetts
$231K – – –
VC
1368
Vicus Capital
Pennsylvania
$231K +$7.47K +110 +3%
WPA
1369
West Paces Advisors
Georgia
$229K -$340 -5 -0.1%
FWIA
1370
Fort Washington Investment Advisors
Ohio
$229K -$34K -500 -13%
MWM
1371
Mission Wealth Management
California
$228K +$228K +3,352 New
OFG
1372
OmniStar Financial Group
North Carolina
$227K – – –
WI
1373
Wintrust Investments
Illinois
$226K -$140K -2,056 -38%
CI
1374
CX Institutional
Indiana
$226K -$7.15K -105 -3%
SFA
1375
Semmax Financial Advisors
North Carolina
$226K +$1.84K +29 +0.8%
53 54
55
56 57