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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 %
WC
1726
Wexford Capital
Florida
– -$411 -6,000 Closed
FC
1727
FORA Capital
Florida
– -$399K -5,813 Closed
TCM
1728
Triumph Capital Management
Colorado
– -$394K -5,748 Closed
SFM
1729
Signet Financial Management
New Jersey
– -$392K -5,712 Closed
BBA
1730
Braun-Bostich & Associates
Pennsylvania
– -$377K -5,487 Closed
TCM
1731
Teza Capital Management
Illinois
– -$316K -4,615 Closed
DU
1732
Delphia (USA)
Ontario, Canada
– -$307K -4,472 Closed
WTB
1733
Washington Trust Bank
Washington
– -$292K -4,259 Closed
AGP
1734
Autumn Glory Partners
Texas
– -$268K -3,910 Closed
GCP
1735
GSA Capital Partners
United Kingdom
– -$266K -3,875 Closed
CST
1736
Charles Schwab Trust
Nevada
– -$259K -3,774 Closed
SCM
1737
Southport Capital Management
Tennessee
– -$253K -3,693 Closed
MPM
1738
MBB Public Markets
Illinois
– -$251K -3,661 Closed
SFPG
1739
Stonebridge Financial Planning Group
Florida
– -$242K -3,503 Closed
FLC
1740
Fifth Lane Capital
Texas
– -$234K -3,416 Closed
FSG
1741
Financial Strategies Group
Michigan
– -$213K -3,108 Closed
PCP
1742
Proficio Capital Partners
Massachusetts
– -$208K -3,032 Closed
CTFG
1743
Capstone Triton Financial Group
Oklahoma
– -$207K -3,025 Closed
AP
1744
Appleton Partners
Massachusetts
– -$207K -3,013 Closed
ICA
1745
Infrastructure Capital Advisors
New York
– -$206K -3,000 Closed
KOC
1746
Koss-Olinger Consulting
Florida
– -$202K -2,939 Closed
GGI
1747
Godsey & Gibb Inc
Virginia
– -$188K -2,740 Closed
CFCI
1748
Comprehensive Financial Consultants Institutional
Indiana
– -$161K -2,480 Closed
AHIA
1749
Andrew Hill Investment Advisors
Florida
– -$147K -2,155 Closed
PCMC
1750
Paragon Capital Management (Colorado)
Colorado
– -$130K -1,895 Closed
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