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 %
LIM
1701
Longfellow Investment Management
Massachusetts
– -$438K -6,029 Closed
XF
1702
XML Financial
Maryland
– -$428K -5,904 Closed
RVPG
1703
Relative Value Partners Group
– -$419K -5,773 Closed
WP
1704
WealthSource Partners
California
– -$414K -5,713 Closed
NICM
1705
Neo Ivy Capital Management
New York
– -$398K -5,490 Closed
BFM
1706
Boothbay Fund Management
New York
– -$384K -5,289 Closed
SIA
1707
Soltis Investment Advisors
Utah
– -$383K -5,277 Closed
IC
1708
Inverness Counsel
New York
– -$379K -5,221 Closed
PWSG
1709
Pacific Wealth Strategies Group
California
– -$370K -5,106 Closed
CCM
1710
Compton Capital Management
Rhode Island
– -$359K -4,948 Closed
AC
1711
Applied Capital
Arkansas
– -$335K -4,621 Closed
BFPW
1712
BOK Financial Private Wealth
Colorado
– -$330K -4,555 Closed
CP
1713
Camelot Portfolios
Ohio
– -$320K -4,417 Closed
FANJ
1714
Financial Architects (New Jersey)
New Jersey
– -$296K -4,078 Closed
AIM
1715
Axiom Investment Management
New York
– -$280K -3,890 Closed
FWM
1716
FSA Wealth Management
Massachusetts
– -$259K -3,774 Closed
MCWA
1717
Meadow Creek Wealth Advisors
Georgia
– -$253K -3,490 Closed
SIC
1718
Shoker Investment Counsel
Ohio
– -$246K -3,404 Closed
WFA
1719
Websterrogers Financial Advisors
South Carolina
– -$248K -3,353 Closed
CWM
1720
Campbell Wealth Management
Virginia
– -$240K -3,316 Closed
RHBC
1721
R.H. Bluestein & Co
Michigan
– -$239K -3,300 Closed
LCM
1722
Laurion Capital Management
New York
– -$239K -3,300 Closed
Vontobel Holding
1723
Vontobel Holding
Switzerland
– -$236K -3,258 Closed
SCM
1724
Salem Capital Management
Massachusetts
– -$236K -3,250 Closed
FFA
1725
Freedman Financial Associates
Massachusetts
– -$237K -3,240 Closed
67 68
69
70 71