SO icon

Southern Company
SO

Overview Fund Activity

1,673 hedge funds and large institutions have $47B invested in Southern Company in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 704 increasing their positions, 559 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,673
Holders Change
-20
Holders Change %
-1.18%
% of All Funds
28.29%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.36%
New
99
Increased
704
Reduced
559
Closed
98
Calls
$285M
Puts
$271M
Net Calls
+$14M
Net Calls Change
-$29.2M

Top Buyers

1
BlackRock
BlackRock
New York
$5.39B
2
Morgan Stanley
Morgan Stanley
New York
$619M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.49B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.23B
5
Vanguard Group
Vanguard Group
Pennsylvania
$6.65B

Top Sellers

1
Franklin Resources
Franklin Resources
California
$1.17B
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$0
3
CIA
ClearBridge Investments (Australia)
Australia
$0
4
PAM
Panagora Asset Management
Massachusetts
$6.3M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.02B
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
1676
Chartwell Investment Partners
Pennsylvania
– -$8.94M -123,268 Closed
GFG
1677
Greystone Financial Group
Michigan
– -$8.54M -117,810 Closed
PWAG
1678
Polaris Wealth Advisory Group
California
– -$8.57M -113,066 Closed
JG
1679
Jefferies Group
New York
– -$3.16M -43,645 Closed
SG
1680
StoneX Group
New York
– -$2.74M -37,834 Closed
AP
1681
Advisors Preferred
Maryland
– -$2.55M -34,440 Closed
Walleye Capital
1682
Walleye Capital
New York
– -$2.45M -33,829 Closed
HPWA
1683
Hall Private Wealth Advisors
North Carolina
– -$1.74M -23,977 Closed
AWA
1684
Aaron Wealth Advisors
Illinois
– -$314K -22,768 Closed
AFS
1685
Access Financial Services
Minnesota
– -$1.29M -17,780 Closed
WI
1686
WBI Investments
New Jersey
– -$1.28M -17,598 Closed
IRF
1687
IBM Retirement Fund
New York
– -$1.23M -16,900 Closed
ADL
1688
Asset Dedication LLC
California
– -$1.14M -15,798 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1689
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$1.02M -14,000 Closed
OTL
1690
Oak Thistle LLC
New York
– -$988K -13,614 Closed
VCM
1691
Virtue Capital Management
Tennessee
– -$804K -11,093 Closed
SHGA
1692
Sand Hill Global Advisors
California
– -$730K -10,066 Closed
DA
1693
Denali Advisors
California
– -$718K -9,900 Closed
VI
1694
Versor Investments
New York
– -$691K -9,529 Closed
AWMT
1695
AAFMAA Wealth Management & Trust
North Carolina
– -$596K -8,221 Closed
SEC
1696
Seven Eight Capital
New York
– -$590K -8,141 Closed
GIM
1697
Groesbeck Investment Management
New Jersey
– -$587K -8,100 Closed
C
1698
Certuity
Florida
– -$502K -6,920 Closed
Fayez Sarofim & Co
1699
Fayez Sarofim & Co
Texas
– -$461K -6,358 Closed
SB
1700
Sunflower Bank
Texas
– -$451K -6,219 Closed
66 67
68
69 70