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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 Market Value Shares Shares
Change 		Shares
Change %
VIA
1676
Vident Investment Advisory
Georgia
– – -4,873 Closed
AT
1677
American Trust
Kentucky
– – -4,595 Closed
AIA
1678
Angeles Investment Advisors
California
– – -4,590 Closed
BDF
1679
Black Diamond Financial
Maryland
– – -4,511 Closed
MGIA
1680
Moneta Group Investment Advisors
Missouri
– – -4,431 Closed
Financial Engines Advisors
1681
Financial Engines Advisors
California
– – -4,421 Closed
BWM
1682
BCS Wealth Management
Tennessee
– – -4,407 Closed
SXL
1683
Summit X LLC
Missouri
– – -4,200 Closed
APG
1684
Abacus Planning Group
South Carolina
– – -4,141 Closed
CWM
1685
Congress Wealth Management
Massachusetts
– – -3,904 Closed
AWM
1686
Aprio Wealth Management
Georgia
– – -3,701 Closed
IIC
1687
Ironwood Investment Counsel
Arizona
– – -3,437 Closed
PAM
1688
Premier Asset Management
Illinois
– – -3,363 Closed
KLCM
1689
KG&L Capital Management
Louisiana
– – -3,267 Closed
LAS
1690
Lloyd Advisory Services
Georgia
– – -3,231 Closed
SLG
1691
Stanley-Laman Group
Pennsylvania
– – -3,172 Closed
FLPIM
1692
F.L. Putnam Investment Management
Massachusetts
– – -3,136 Closed
MCM
1693
Monument Capital Management
Virginia
– – -3,109 Closed
BFA
1694
Brendel Financial Advisors
New Hampshire
– – -3,100 Closed
H6H
1695
Hightower 6M Holding
Kansas
– – -3,068 Closed
AHB
1696
Abner Herrman & Brock
New Jersey
– – -3,067 Closed
SRG
1697
SBB Research Group
Illinois
– – -3,049 Closed
SWMP
1698
Signature Wealth Management Partners
New Jersey
– – -3,040 Closed
Skandinaviska Enskilda Banken (SEB)
1699
Skandinaviska Enskilda Banken (SEB)
Sweden
– – -2,998 Closed
ZAM
1700
Zevin Asset Management
Massachusetts
– – -2,983 Closed
66 67
68
69 70