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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 %
GI
1676
GS Investments
Minnesota
$4K +$4K +51 New
WA
1677
Win Advisors
Florida
$4K +$4K +55 New
FEG
1678
Financial Enhancement Group
Indiana
$4K +$4K +56 New
PPWM
1679
PFG Private Wealth Management
Florida
$3K – – –
KFI
1680
Key Financial Inc
Pennsylvania
$3K – – –
APF
1681
Alaska Permanent Fund
Alaska
$3K +$3K +36 New
WAM
1682
Worth Asset Management
Texas
$3K +$3K +36 New
CI
1683
Cordant Inc
Oregon
$3K +$3K +44 New
PP
1684
PFS Partners
New Jersey
$2.99K -$802 -11 -21%
ONST
1685
Old North State Trust
North Carolina
$1.64K -$1.61M -22,609 -100%
OA
1686
Operose Advisors
Wisconsin
$1K – – –
JSAM
1687
J. Safra Asset Management
New York
$1K +$1K +95 New
BIM
1688
Baldwin Investment Management
Pennsylvania
$469 – – –
LWMNY
1689
Landmark Wealth Management (New York)
New York
$250 +$250 +250 New
WIM
1690
Westside Investment Management
California
$182 +$171 +2,353 +1,499%
ZP
1691
Zimmer Partners
New York
– -$137M -2,000,000 Closed
E
1692
Ergoteles
New York
– -$37.6M -548,841 Closed
ACI
1693
AMP Capital Investors
Australia
– -$13.2M -192,217 Closed
MFS
1694
Mirabella Financial Services
United Kingdom
– -$10.5M -152,909 Closed
HF
1695
HRT Financial
New York
– -$10.4M -151,355 Closed
Marshall Wace
1696
Marshall Wace
United Kingdom
– -$8.87M -129,289 Closed
OMC
1697
Old Mission Capital
Illinois
– -$8.41M -122,620 Closed
Nomura Holdings
1698
Nomura Holdings
Japan
– -$7.01M -102,257 Closed
SM
1699
Sciencast Management
New Jersey
– -$4.84M -70,216 Closed
AIM
1700
Aigen Investment Management
New York
– -$4.29M -64,008 Closed
66 67
68
69 70