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Southern Company
SO

Overview Fund Activity

1,651 hedge funds and large institutions have $45.9B invested in Southern Company in 2022 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 711 increasing their positions, 562 reducing their positions, and 90 closing their positions.

Holders
1,651
Holders Change
-22
Holders Change %
-1.32%
% of All Funds
28.55%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.42%
New
99
Increased
711
Reduced
562
Closed
90
Calls
$293M
Puts
$255M
Net Calls
+$37.4M
Net Calls Change
+$23.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.28B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.53B
3
Millennium Management
3
Millennium Management
New York
$135M
4
Invesco
4
Invesco
Georgia
$570M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.44B

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.02B
2
APG Asset Management
2
APG Asset Management
Netherlands
$113M
3
Legal & General Group
3
Legal & General Group
United Kingdom
$619M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$3.65M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JMF
1651
Johnson Midwest Financial
Iowa
$24 – +3 +0.9%
ZIG
1652
Zurich Insurance Group
Switzerland
– -$25.2M -353,766 Closed
CIMLRA
1653
CBRE Investment Management Listed Real Assets
Pennsylvania
– -$13.3M -187,000 Closed
WIC
1654
Willis Investment Counsel
Georgia
– -$8.24M -115,566 Closed
WAM
1655
Weiss Asset Management
Massachusetts
– -$6.61M -92,632 Closed
MSRPS
1656
Maryland State Retirement & Pension System
Maryland
– -$5.84M -81,876 Closed
SA
1657
Shilanski & Associates
Alaska
– -$4.13M -57,861 Closed
UAS
1658
United Asset Strategies
New York
– -$3.24M -45,488 Closed
VFM
1659
Viking Fund Management
North Dakota
– -$2.35M -33,000 Closed
DA
1660
Duality Advisers
Florida
– -$2.28M -31,907 Closed
NW
1661
NewEdge Wealth
Pennsylvania
– -$1.39M -19,536 Closed
EWA
1662
EP Wealth Advisors
California
– -$876K -12,280 Closed
BCM
1663
Bayesian Capital Management
New York
– -$751K -10,527 Closed
WAM
1664
Warberg Asset Management
Illinois
– -$713K -10,000 Closed
ICA
1665
Infrastructure Capital Advisors
New York
– -$697K -9,784 Closed
DTL
1666
Dynamic Technology Lab
Singapore
– -$665K -9,323 Closed
ES
1667
Eagle Strategies
New York
– -$661K -9,269 Closed
ARC
1668
Advisor Resource Council
Texas
– -$641K -8,986 Closed
FAM
1669
Frontier Asset Management
Wyoming
– -$535K -7,505 Closed
XT
1670
XTX Topco
Cayman Islands
– -$483K -6,772 Closed
Wolverine Trading
1671
Wolverine Trading
Illinois
– -$456K -6,453 Closed
KM
1672
Kalos Management
Georgia
– -$419K -5,738 Closed
DA
1673
Doliver Advisors
Texas
– -$392K -5,503 Closed
HIC
1674
Hartline Investment Corp
Illinois
– -$315K -5,126 Closed
GWM
1675
Graybill Wealth Management
Illinois
– -$349K -4,900 Closed
65 66
67
68 69