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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 %
SLWA
1576
San Luis Wealth Advisors
California
$55K +$55K +805 New
HBW
1577
Hazlett, Burt & Watson
West Virginia
$54K +$54K +742 New
MTIC
1578
Missouri Trust & Investment Company
Missouri
$53K -$4.69K -65 -8%
CAL
1579
Capital Advisors Ltd
Ohio
$53K +$1.97K +27 +4%
HWM
1580
HighMark Wealth Management
Minnesota
$52K – – –
JFGIW
1581
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51K – – –
CH
1582
Canton Hathaway
Rhode Island
$51K – – –
RG
1583
Retirement Group
California
$50K – – –
CAL
1584
Capital Analysts LLC
Pennsylvania
$49K -$5.37K -74 -10%
SQA
1585
Simon Quick Advisors
New Jersey
$49K +$289 +4 +0.6%
FCMT
1586
Founders Capital Management (Texas)
Texas
$48K – – –
GTAM
1587
Global Trust Asset Management
Florida
$48K – – –
WPWM
1588
Western Pacific Wealth Management
Illinois
$48K – – –
PSB
1589
Piscataqua Savings Bank
New Hampshire
$47K – – –
WTA
1590
Washington Trust Advisors
Massachusetts
$47K – – –
SWA
1591
SOA Wealth Advisors
New York
$45K +$143 +2 +0.3%
MFT
1592
Moisand Fitzgerald Tamayo
Florida
$44K -$14.5K -200 -25%
WB
1593
Webster Bank
Connecticut
$44K – – –
CIA
1594
Cascade Investment Advisors
Oregon
$43.5K – – –
PWMG
1595
Prestige Wealth Management Group
New Jersey
$43K -$786 -11 -2%
SCA
1596
Stuart Chaussee & Associates
California
$43K – – –
FDCDDQ
1597
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.1K – – –
AWM
1598
AllSquare Wealth Management
New York
$40K – – –
HF
1599
Halpern Financial
Virginia
$39.9K – – –
EWM
1600
Endurance Wealth Management
Rhode Island
$39K – – –
62 63
64
65 66