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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 %
FHA
151
First Horizon Advisors
Tennessee
$19.9M +$11.1M +155,885 +126%
AB
152
Amalgamated Bank
New York
$19.6M +$617K +8,646 +3%
RFC
153
Regions Financial Corp
Alabama
$19.3M +$725K +10,163 +4%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$19.1M +$148K +2,077 +0.8%
VanEck Associates
155
VanEck Associates
New York
$19M -$570K -7,994 -3%
CAMG
156
CWA Asset Management Group
Florida
$18.7M -$112K -1,574 -0.6%
Creative Planning
157
Creative Planning
Kansas
$18.5M +$1.98M +27,788 +12%
DnB Asset Management
158
DnB Asset Management
Norway
$18.4M -$34.2K -479 -0.2%
MML Investors Services
159
MML Investors Services
Massachusetts
$18.3M +$1.78M +25,022 +11%
Nomura Asset Management
160
Nomura Asset Management
Japan
$18.1M +$931K +13,059 +5%
Aberdeen Group
161
Aberdeen Group
United Kingdom
$18M -$658K -9,272 -4%
FCI
162
Financial Counselors Inc
Kansas
$17.1M +$117K +1,639 +0.7%
Voloridge Investment Management
163
Voloridge Investment Management
Florida
$16.8M +$5.74M +80,497 +52%
FMLI
164
Fukoku Mutual Life Insurance
Japan
$16.7M +$116K +1,630 +0.7%
CC
165
Cornerstone Capital
California
$16.7M -$186K -2,612 -1%
CWM
166
Cahaba Wealth Management
Georgia
$16.7M -$673K -9,433 -4%
IAA
167
Independent Advisor Alliance
North Carolina
$16.6M -$35.4K -497 -0.2%
DIA
168
Davidson Investment Advisors
Montana
$16.3M +$16.4K +230 +0.1%
Kayne Anderson Rudnick Investment Management
169
Kayne Anderson Rudnick Investment Management
California
$15.8M +$60K +841 +0.4%
DCM
170
Donaldson Capital Management
Indiana
$15.5M +$14M +195,858 +939%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$15.4M +$456K +6,397 +3%
SSA
172
Schonfeld Strategic Advisors
New York
$15.4M +$15.4M +215,700 New
RCYC
173
Richard C. Young & Co
Rhode Island
$14.8M +$231K +3,244 +2%
NPF
174
Norris Perne & French
Michigan
$14.8M -$114K -1,603 -0.8%
NPA
175
Nichols & Pratt Advisers
Massachusetts
$14.6M +$354K +4,970 +2%
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