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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
$3B
2
Morgan Stanley
Morgan Stanley
New York
$427M
3
Millennium Management
Millennium Management
New York
$109M
4
PAM
Panagora Asset Management
Massachusetts
$94.4M
5
Renaissance Technologies
Renaissance Technologies
New York
$211M

Top Sellers

1
ZP
Zimmer Partners
New York
$137M
2
Franklin Resources
Franklin Resources
California
$1.96B
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$269M
4
Norges Bank
Norges Bank
Norway
$268M
5
Wells Fargo
Wells Fargo
California
$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
1576
Strategic Asset Management
Minnesota
$21K – – –
LWP
1577
Laurel Wealth Planning
Minnesota
$21K – – –
MWA
1578
Miller Wealth Advisors
Colorado
$21K +$21K +300 New
EWM
1579
Edge Wealth Management
New York
$20K – – –
LFG
1580
Leverty Financial Group
Wisconsin
$19K +$19K +291 New
FP
1581
Financial Perspectives
Minnesota
$17.6K – – –
RAM
1582
Riggs Asset Management
Pennsylvania
$17K – – –
TCM
1583
TD Capital Management
Tennessee
$17K – – –
CYG
1584
Clean Yield Group
Vermont
$17K – – –
HCM
1585
Highlander Capital Management
New Jersey
$15K – – –
CCM
1586
Cribstone Capital Management
Maine
$15K – – –
TAIM
1587
TD Ameritrade Investment Management
Nebraska
$14K -$430K -6,118 -97%
TFGT
1588
TS Financial Group (TSFG)
Illinois
$14K – – –
SMG
1589
Spectrum Management Group
Indiana
$14K – – –
HC
1590
Hoese & Co
Minnesota
$14K – – –
EL
1591
EMFO LLC
Florida
$14K – – –
CFN
1592
Cordasco Financial Network
Florida
$14K – – –
CA
1593
Centerpoint Advisors
Massachusetts
$14K +$14K +200 New
EPM
1594
Equitec Proprietary Markets
Illinois
$14K +$14K +200 New
CT
1595
Clearstead Trust
Maine
$13K – – –
TC
1596
TAP Consulting
Missouri
$13K +$13K +183 New
MW
1597
Milestone Wealth
New York
$13K +$13K +196 New
CB
1598
CNB Bank
Pennsylvania
$12K – – –
BCM
1599
Bourgeon Capital Management
Connecticut
$12K – – –
TFP
1600
Tilia Fiduciary Partners
North Carolina
$12K +$12K +175 New
62 63
64
65 66