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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 %
SGAM
1651
Smith Group Asset Management
Texas
$10K – – –
SC
1652
Steph & Co
Wisconsin
$10K – – –
GAM
1653
Gemmer Asset Management
California
$10K – – –
TVWM
1654
Tower View Wealth Management
Wisconsin
$10K +$75 +1 +0.8%
CI Investments Inc
1655
CI Investments Inc
Ontario, Canada
$9K – – –
AP
1656
Arlington Partners
Alabama
$8K -$18.8K -273 -70%
VNA
1657
Valley National Advisers
Pennsylvania
$8K -$13.8K -200 -63%
AWMS
1658
Advocacy Wealth Management Services
Georgia
$8K – – –
SC
1659
Sierra Capital
Florida
$8K – – –
GWM
1660
Guardian Wealth Management
Illinois
$8K +$76 +1 +1%
Loomis, Sayles & Company
1661
Loomis, Sayles & Company
Massachusetts
$8K +$8K +107 New
MUMSS
1662
Mitsubishi UFJ Morgan Stanley Securities
Japan
$7K -$21K -270 -75%
KFP
1663
KB Financial Partners
New Jersey
$7K -$275 -4 -4%
WAS
1664
Winch Advisory Services
Wisconsin
$7K -$71 -1 -1%
RBC
1665
Roble Belko & Company
Pennsylvania
$7K – – –
LFA
1666
Level Financial Advisors
New York
$7K – – –
FFC
1667
First Financial Corp
Indiana
$6K – – –
CMBA
1668
C.M. Bidwell & Associates
Hawaii
$6K – – –
GKIM
1669
GW&K Investment Management
Massachusetts
$6K +$6K +77 New
CA
1670
Centerpoint Advisors
Massachusetts
$5K -$9.93K -133 -67%
AWM
1671
Avior Wealth Management
Nebraska
$5K -$274 -4 -5%
BBPWM
1672
Blue Bell Private Wealth Management
Pennsylvania
$5K – – –
AP
1673
Atwood & Palmer
Missouri
$4K – – –
CPFP
1674
Clear Perspectives Financial Planning
Ohio
$4K – – –
HI
1675
Hudock Inc
Pennsylvania
$4K +$70 +1 +2%
65 66
67
68 69