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Southern Company
SO

Overview Fund Activity

1,645 hedge funds and large institutions have $43.8B invested in Southern Company in 2021 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 649 increasing their positions, 491 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,645
Holders Change
+164
Holders Change %
+11.07%
% of All Funds
25.41%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
263
Increased
649
Reduced
491
Closed
75
Calls
$281M
Puts
$295M
Net Calls
-$13.4M
Net Calls Change
+$37.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$599M
2
Morgan Stanley
Morgan Stanley
New York
+$84.6M
3
Millennium Management
Millennium Management
New York
+$72.2M
4
PAM
Panagora Asset Management
Massachusetts
+$52M
5
Renaissance Technologies
Renaissance Technologies
New York
+$43.1M

Top Sellers

1
ZP
Zimmer Partners
New York
-$87.9M
2
Franklin Resources
Franklin Resources
California
-$78.4M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$56.9M
4
Norges Bank
Norges Bank
Norway
-$56.4M
5
Wells Fargo
Wells Fargo
California
-$54M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
1376
Biltmore Wealth Management
Arizona
$217K +$217K +3,162 New
BONST
1377
Bank of Nova Scotia Trust
Ontario, Canada
$217K +$217K +3,164 New
EFSCE
1378
Enterprise Financial Services Corp (EFSC)
Missouri
$216K -$29.2K -426 -12%
LWA
1379
Lenox Wealth Advisors
New York
$216K +$1.78K +26 +0.8%
CCT
1380
Capital City Trust
Florida
$216K +$216K +3,136 New
ACP
1381
Aveo Capital Partners
Colorado
$216K +$216K +3,150 New
WI
1382
Wedgewood Investors
Pennsylvania
$216K +$216K +3,150 New
TCM
1383
Tufton Capital Management
Maryland
$215K -$20.5K -300 -9%
VFM
1384
Vivid Financial Management
California
$215K +$215K +3,134 New
CP
1385
Coho Partners
Pennsylvania
$215K +$215K +3,139 New
JWM
1386
Janiczek Wealth Management
Colorado
$214K – – –
NSAM
1387
North Star Asset Management
Wisconsin
$214K +$214K +3,127 New
SWP
1388
Summit Wealth Partners
Florida
$214K +$214K +3,120 New
FPGK
1389
Financial Partners Group (Kansas)
Kansas
$213K +$213K +3,071 New
BFA
1390
Brendel Financial Advisors
New Hampshire
$213K +$213K +3,100 New
HTHT
1391
Hemenway Trust Hemenway Trust
New Hampshire
$213K +$213K +3,100 New
FSG
1392
Financial Strategies Group
Michigan
$213K +$213K +3,108 New
CWM
1393
Congress Wealth Management
Massachusetts
$211K +$211K +3,072 New
P
1394
Pitcairn
Pennsylvania
$210K -$14.6K -213 -7%
OAM
1395
Oppenheimer Asset Management
New York
$210K +$210K +3,064 New
WP
1396
Wealthspan Partners
Iowa
$210K +$210K +3,069 New
LAS
1397
Lloyd Advisory Services
Georgia
$208K +$1.03K +15 +0.5%
MFS
1398
Madrona Financial Services
Washington
$208K +$208K +3,030 New
NC
1399
NBW Capital
Massachusetts
$208K +$208K +3,032 New
PCP
1400
Proficio Capital Partners
Massachusetts
$208K +$208K +3,032 New
54 55
56
57 58