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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 %
MWA
1626
Miller Wealth Advisors
Colorado
$22K – – –
NWM
1627
Nauset Wealth Management
Connecticut
$22K +$22K +308 New
AFS
1628
Annapolis Financial Services
Maryland
$20K -$18.6K -260 -48%
GIA
1629
Goodwin Investment Advisory
Georgia
$20K +$20K +280 New
CDIA
1630
Capital Directions Investment Advisors
Georgia
$19K +$19K +257 New
FP
1631
Financial Perspectives
Minnesota
$18.6K – – –
RAM
1632
Riggs Asset Management
Pennsylvania
$18K – – –
CYG
1633
Clean Yield Group
Vermont
$18K – – –
CA
1634
Crewe Advisors
Utah
$18K +$18K +250 New
HCM
1635
Highlander Capital Management
New Jersey
$16K – – –
WWM
1636
Wolff Wiese Magana
California
$16K +$14.7K +200 +1,176%
SMG
1637
Spectrum Management Group
Indiana
$15K – – –
CFN
1638
Cordasco Financial Network
Florida
$15K – – –
TFGT
1639
TS Financial Group (TSFG)
Illinois
$15K – – –
HC
1640
Hoese & Co
Minnesota
$15K – – –
EL
1641
EMFO LLC
Florida
$15K – – –
WWP
1642
WR Wealth Planners
Missouri
$14.5K +$14.5K +200 New
CT
1643
Clearstead Trust
Maine
$14K – – –
CCM
1644
Cribstone Capital Management
Maine
$13K -$3.71K -50 -22%
BCM
1645
Bourgeon Capital Management
Connecticut
$13K – – –
CB
1646
CNB Bank
Pennsylvania
$13K – – –
MW
1647
Milestone Wealth
New York
$13K – – –
TFP
1648
Tilia Fiduciary Partners
North Carolina
$13K – – –
ST
1649
Sageworth Trust
Pennsylvania
$12K -$12.1K -163 -50%
TAIM
1650
TD Ameritrade Investment Management
Nebraska
$11K -$3.03K -43 -22%
64 65
66
67 68