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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 %
ESCM
1726
Echo Street Capital Management
New York
– -$231K -3,191 Closed
ECM
1727
Evergreen Capital Management
Washington
– -$228K -3,138 Closed
BC
1728
Bridgefront Capital
Texas
– -$227K -3,130 Closed
ATIA
1729
American Trust Investment Advisors
New Hampshire
– -$222K -3,056 Closed
KC
1730
Kingfisher Capital
North Carolina
– -$214K -2,957 Closed
CCM
1731
Carlson Capital Management
Minnesota
– -$214K -2,957 Closed
GP
1732
Greenline Partners
New York
– -$214K -2,953 Closed
KP
1733
Keel Point
Alabama
– -$213K -2,939 Closed
AA
1734
Argent Advisors
Louisiana
– -$212K -2,927 Closed
NC
1735
NBW Capital
Massachusetts
– -$210K -2,902 Closed
MWPCG
1736
Measured Wealth Private Client Group
New Hampshire
– -$210K -2,897 Closed
MKA
1737
M. Kulyk & Associates
Georgia
– -$209K -2,882 Closed
FPGK
1738
Financial Partners Group (Kansas)
Kansas
– -$206K -2,842 Closed
UWM
1739
USAdvisors Wealth Management
Minnesota
– -$204K -2,820 Closed
ERIC
1740
Eagle Rock Investment Company
Georgia
– -$204K -2,813 Closed
RWA
1741
Ropes Wealth Advisors
Massachusetts
– -$204K -2,807 Closed
ACM
1742
Ategra Capital Management
Virginia
– -$203K -2,796 Closed
CCT
1743
Capital City Trust
Florida
– -$202K -2,777 Closed
MPIA
1744
Mountain Pacific Investment Advisers
Idaho
– -$201K -2,776 Closed
PHIC
1745
Pine Haven Investment Counsel
Massachusetts
– -$201K -2,773 Closed
PFC
1746
Phocas Financial Corp
California
– -$201K -2,770 Closed
KOCAA
1747
Knights of Columbus Asset Advisors
Connecticut
– -$87K -1,200 Closed
CAGAS
1748
Capital Advisory Group Advisory Services
Minnesota
– -$76K -1,052 Closed
T
1749
TCWP
Ohio
– -$69K -958 Closed
SLWA
1750
San Luis Wealth Advisors
California
– -$55K -805 Closed
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