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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 %
COCM
1476
Charter Oak Capital Management
New Hampshire
$137K – – –
AssetMark Inc
1477
AssetMark Inc
California
$131K -$4.14K -58 -3%
JGIA
1478
Jackson Grant Investment Advisers
Connecticut
$127K +$1.07K +15 +0.9%
NIC
1479
Northwest Investment Counselors
Oregon
$125K – – –
SCM
1480
Silvant Capital Management
Georgia
$123K – – –
KTC
1481
Kistler-Tiffany Companies
Pennsylvania
$123K – – –
LB
1482
Legacy Bridge
Iowa
$123K – – –
TFM
1483
TFC Financial Management
Massachusetts
$123K – – –
RCG
1484
Rock Creek Group
District of Columbia
$123K +$12.8K +179 +12%
Bank of Montreal
1485
Bank of Montreal
Ontario, Canada
$123K -$7.04K -99,036 -5%
SIS
1486
Sound Income Strategies
Florida
$122K +$143 +2 +0.1%
CFFP
1487
Center for Financial Planning
Michigan
$118K -$15.6K -219 -12%
OLVIG
1488
Oliver Lagore Vanvalin Investment Group
Michigan
$117K -$9.77K -137 -8%
PCG
1489
Private Capital Group
Connecticut
$116K -$14.4K -202 -11%
PI
1490
PineBridge Investments
New York
$115K -$783K -10,983 -87%
JWA
1491
JFS Wealth Advisors
Pennsylvania
$115K +$2.28K +32 +2%
BWL
1492
Bogart Wealth LLC
Virginia
$113K – – –
APP
1493
Alpha Paradigm Partners
Illinois
$113K – – –
AA
1494
Addison Advisors
Vermont
$112K -$11.8K -165 -9%
QC
1495
Quent Capital
New York
$112K +$3.49K +49 +3%
PCA
1496
Providence Capital Advisors
North Carolina
$111K – – –
SAM
1497
S.A. Mason
Michigan
$111K +$3.93K +55 +4%
HIA
1498
Harbor Investment Advisory
Maryland
$110K – – –
WSCM
1499
Wellington Shields Capital Management
New York
$110K +$143 +2 +0.1%
MCM
1500
Manchester Capital Management
Vermont
$109K -$6.45K -90 -6%
58 59
60
61 62