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Southern Company
SO

Overview Fund Activity

1,693 hedge funds and large institutions have $47.2B invested in Southern Company in 2022 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 666 increasing their positions, 581 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,693
Holders Change
+48
Holders Change %
+2.92%
% of All Funds
26.79%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
154
Increased
666
Reduced
581
Closed
82
Calls
$309M
Puts
$265M
Net Calls
+$43.2M
Net Calls Change
+$56.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.16B
2
State Street
State Street
Massachusetts
$4.55B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.34B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$264M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$234M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$1.72B
2
BlackRock
BlackRock
New York
$5.04B
3
CIA
ClearBridge Investments (Australia)
Australia
$93.9M
4
ZP
Zimmer Partners
New York
$0
5
Millennium Management
Millennium Management
New York
$6.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
1526
Clearview Wealth Advisors
Oregon
$111K -$5.74K -79 -5%
QC
1527
Quent Capital
New York
$111K -$2.11K -29 -2%
APW
1528
Acima Private Wealth
Virginia
$109K – – –
SAM
1529
S.A. Mason
Michigan
$109K – – –
AWM
1530
Accel Wealth Management
Iowa
$109K +$223 +3 +0.2%
BCMLT
1531
Beacon Capital Management LLC (Tennessee)
Tennessee
$107K +$107K +1,474 New
EWM
1532
Evermay Wealth Management
Virginia
$103K -$85.2K -1,170 -45%
MRCM
1533
M&R Capital Management
New Jersey
$97K – – –
WAM
1534
WFA Asset Management
Wisconsin
$93.2K – – –
BAM
1535
Bellevue Asset Management
Washington
$93K +$7.5K +103 +9%
EW
1536
Evoke Wealth
California
$90K +$17.2K +238 +24%
CP
1537
Castleview Partners
Texas
$87K -$2.77M -38,498 -97%
KOCAA
1538
Knights of Columbus Asset Advisors
Connecticut
$87K – – –
PGAM
1539
Princeton Global Asset Management
New Jersey
$84K – – –
PMFA
1540
Plante Moran Financial Advisors
Michigan
$82K -$18.7K -257 -19%
GIA
1541
GHP Investment Advisors
Colorado
$80K +$80K +1,099 New
TC
1542
Trust Company
Kansas
$79K -$20K -277 -20%
MCM
1543
MV Capital Management
Maryland
$78K +$5.94K +82 +8%
MWC
1544
MBM Wealth Consultants
Missouri
$77K +$21.1K +292 +38%
CAGAS
1545
Capital Advisory Group Advisory Services
Minnesota
$76K +$76K +1,052 New
HWMA
1546
Heritage Wealth Management (Arizona)
Arizona
$74K +$74K +1,022 New
CAC
1547
Certified Advisory Corp
Florida
$73K +$73K +1,011 New
EC
1548
Elequin Capital
New York
$72K +$72K +991 New
Macquarie Group
1549
Macquarie Group
Australia
$71.1K +$4.06K +63,838 +6%
ANBT
1550
American National Bank & Trust
Texas
$71K – – –
60 61
62
63 64