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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 %
BPFA
1426
Barnes Pettey Financial Advisors
Mississippi
$209K +$8.99K +126 +4%
TPA
1427
Trivium Point Advisory
Connecticut
$209K +$209K +2,927 New
UF
1428
Univest Financial
Pennsylvania
$208K -$2.84K -40 -1%
ST
1429
Sabal Trust
Florida
$208K – – –
SAM
1430
Satovsky Asset Management
New York
$208K +$1.86K +26 +0.9%
WIC
1431
Wilkins Investment Counsel
Massachusetts
$207K – – –
ACP
1432
Aveo Capital Partners
Colorado
$207K +$2.78K +39 +1%
GTCM
1433
Gyon Technologies Capital Management
New Jersey
$206K -$304K -4,264 -60%
PFS
1434
Physicians Financial Services
North Carolina
$206K +$206K +2,889 New
NRW
1435
Nova R Wealth
Kansas
$205K +$286 +4 +0.1%
FMB
1436
Field & Main Bank
Kentucky
$205K +$19.2K +270 +10%
TIA
1437
Trust Investment Advisors
Indiana
$204K +$204K +2,854 New
FCFC
1438
First Citizens Financial Corp
Iowa
$204K +$204K +2,857 New
FPCG
1439
Forum Private Client Group
Indiana
$204K +$204K +2,867 New
WP
1440
WealthShield Partners
North Carolina
$201K -$11.2K -158 -5%
WIA
1441
World Investment Advisors
California
$201K +$201K +2,597 New
FNBOMD
1442
First National Bank of Mount Dora
Florida
$201K +$201K +2,809 New
LI
1443
LMCG Investments
Massachusetts
$200K -$7.14K -100 -3%
CA
1444
Calton & Associates
Florida
$200K -$71 -1 -0%
M
1445
MOTCO
Texas
$200K – – –
CCA
1446
Column Capital Advisors
Indiana
$200K – – –
EIP
1447
Ellis Investment Partners
Pennsylvania
$198K +$1.28K +18 +0.7%
PWC
1448
PYA Waltman Capital
Tennessee
$192K – – –
CJL
1449
Cyrus J. Lawrence
New York
$187K – – –
HR
1450
Howe & Rusling
New York
$184K +$114K +1,600 +164%
56 57
58
59 60