SO icon

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 %
MWA
1601
Moser Wealth Advisors
Washington
$39K – – –
FMTCOCP
1602
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$38K -$1.8K -25 -5%
HSA
1603
Hussman Strategic Advisors
Maryland
$36K -$324K -4,500 -90%
RA
1604
Rise Advisors
New York
$36K – – –
CWA
1605
Carolina Wealth Advisors
South Carolina
$36K – – –
DI
1606
Disciplined Investments
Oklahoma
$36K +$5.58K +78 +18%
TFO
1607
Tarbox Family Office
California
$34K -$16.3K -226 -32%
CWM
1608
CarsonAllaria Wealth Management
Illinois
$34K +$146 +2 +0.4%
SPWM
1609
Spartan Planning & Wealth Management
North Carolina
$34K +$34K +463 New
BWA
1610
BDO Wealth Advisors
Florida
$33K -$7.85K -107 -19%
FFA
1611
Fairfield Financial Advisors
Massachusetts
$32.1K +$32.1K +443 New
JFA
1612
JNBA Financial Advisors
Minnesota
$32K -$20.6K -281 -39%
PCM
1613
Penserra Capital Management
California
$31K -$12.5K -178 -29%
IAS
1614
IMA Advisory Services
Colorado
$31K – – –
NSB
1615
Norway Savings Bank
Maine
$29K -$48.3K -675 -63%
FCT
1616
First Community Trust
Iowa
$29K – – –
TF
1617
TimeScale Financial
Massachusetts
$29K +$294 +4 +1%
TAM
1618
Tucker Asset Management
Colorado
$29K +$4.72K +65 +19%
ACA
1619
Atlas Capital Advisors
Wyoming
$28.8K – – –
IA
1620
IndexIQ Advisors
New York
$25K +$25K +338 New
CWM
1621
Cedar Wealth Management
California
$24K – – –
WTC
1622
WhitTier Trust Company
Nevada
$23K – – –
BA
1623
Bellwether Advisors
Nebraska
$22K -$101K -1,401 -82%
MWA
1624
Miller Wealth Advisors
Colorado
$22K – – –
LWP
1625
Laurel Wealth Planning
Minnesota
$22K – – –
63 64
65
66 67