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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 %
WMA
1376
Wealth Management Associates
New Jersey
$232K – – –
RRA
1377
Round Rock Advisors
Connecticut
$231K -$20.5K -288 -8%
CFS
1378
CRA Financial Services
New Jersey
$231K – – –
EFSCE
1379
Enterprise Financial Services Corp (EFSC)
Missouri
$230K +$3.93K +55 +2%
LAS
1380
Lloyd Advisory Services
Georgia
$230K +$13.5K +190 +6%
BSB
1381
Bangor Savings Bank
Maine
$229K – – –
KFC
1382
Klingenstein Fields & Co
New York
$227K – – –
SIM
1383
Stratos Investment Management
Ohio
$227K +$17.7K +248 +8%
BTW
1384
Boston Trust Walden
Massachusetts
$226K -$107K -1,500 -32%
NF
1385
Nikulski Financial
Iowa
$226K -$15.7K -220 -6%
BWM
1386
Biltmore Wealth Management
Arizona
$226K +$214 +3 +0.1%
P
1387
Pitcairn
Pennsylvania
$226K +$9.48K +133 +4%
SLG
1388
Stanley-Laman Group
Pennsylvania
$226K +$226K +3,172 New
WI
1389
Wedgewood Investors
Pennsylvania
$225K – – –
BONST
1390
Bank of Nova Scotia Trust
Ontario, Canada
$225K +$142 +2 +0.1%
FLPIM
1391
F.L. Putnam Investment Management
Massachusetts
$224K -$500 -7 -0.2%
CP
1392
Coho Partners
Pennsylvania
$224K – – –
TCM
1393
Tufton Capital Management
Maryland
$223K -$926 -13 -0.4%
NSAM
1394
North Star Asset Management
Wisconsin
$223K – – –
SWP
1395
Summit Wealth Partners
Florida
$222K – – –
MCM
1396
Monument Capital Management
Virginia
$222K -$7.93K -111 -3%
HTHT
1397
Hemenway Trust Hemenway Trust
New Hampshire
$221K – – –
BFA
1398
Brendel Financial Advisors
New Hampshire
$221K – – –
H6H
1399
Hightower 6M Holding
Kansas
$219K -$357 -5 -0.2%
AHB
1400
Abner Herrman & Brock
New Jersey
$219K +$219K +3,067 New
54 55
56
57 58