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Southern Company
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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 %
GAM
1601
Gemmer Asset Management
California
$10K – – –
SC
1602
Steph & Co
Wisconsin
$10K – – –
SGAM
1603
Smith Group Asset Management
Texas
$9K – – –
CI Investments Inc
1604
CI Investments Inc
Ontario, Canada
$9K – – –
TVWM
1605
Tower View Wealth Management
Wisconsin
$9K +$136 +2 +2%
AWMS
1606
Advocacy Wealth Management Services
Georgia
$8K – – –
LF
1607
Lee Financial
Texas
$8K +$1.04K +15 +15%
BAM
1608
Barrett Asset Management
New York
$8K +$1.95K +29 +32%
BIA
1609
Bell Investment Advisors
California
$8K +$2.15K +32 +37%
RCM
1610
Raleigh Capital Management
North Carolina
$8K +$8K +121 New
WAS
1611
Winch Advisory Services
Wisconsin
$7K +$70 +1 +1%
LFA
1612
Level Financial Advisors
New York
$7K +$7K +101 New
GWM
1613
Guardian Wealth Management
Illinois
$7K +$7K +104 New
SC
1614
Sierra Capital
Florida
$7K +$7K +105 New
KFP
1615
KB Financial Partners
New Jersey
$7K +$7K +106 New
FFC
1616
First Financial Corp
Indiana
$6K -$256K -3,621 -98%
RBC
1617
Roble Belko & Company
Pennsylvania
$6K +$6K +92 New
MP
1618
McDonald Partners
Ohio
$5.14K +$5.14K +75 New
ACM
1619
Absolute Capital Management
Pennsylvania
$5.14K +$5.14K +75 New
CMBA
1620
C.M. Bidwell & Associates
Hawaii
$5K – – –
AWM
1621
Avior Wealth Management
Nebraska
$5K +$65 +1 +1%
BBPWM
1622
Blue Bell Private Wealth Management
Pennsylvania
$5K +$5K +75 New
CPFP
1623
Clear Perspectives Financial Planning
Ohio
$4K +$66 +1 +2%
PP
1624
PFS Partners
New Jersey
$3.56K +$3.56K +52 New
AP
1625
Atwood & Palmer
Missouri
$3K -$24K -400 -89%
63 64
65
66 67