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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 %
AIM
1751
AHL Investment Management
Florida
– -$113K -1,650 Closed
CCM
1752
Chilton Capital Management
Texas
– -$71K -1,030 Closed
FFG
1753
Ford Financial Group
California
– -$68 -1,000 Closed
IAG
1754
Investmark Advisory Group
Connecticut
– -$67K -990 Closed
EBA
1755
Eagle Bay Advisors
New York
– -$64K -934 Closed
TCWM
1756
Total Clarity Wealth Management
Illinois
– -$50K -730 Closed
FPWM
1757
FSB Premier Wealth Management
Iowa
– -$36K -537 Closed
AWA
1758
Amplius Wealth Advisors
Pennsylvania
– -$28K -416 Closed
CSWM
1759
Cassady Schiller Wealth Management
Ohio
– -$28K -413 Closed
FGAM
1760
Financial Gravity Asset Management
Texas
– -$21 -318 Closed
EWM
1761
Edge Wealth Management
New York
– -$20K -295 Closed
LFG
1762
Leverty Financial Group
Wisconsin
– -$19K -291 Closed
TCM
1763
TD Capital Management
Tennessee
– -$17K -246 Closed
EPM
1764
Equitec Proprietary Markets
Illinois
– -$14K -200 Closed
TC
1765
TAP Consulting
Missouri
– -$13K -183 Closed
BAM
1766
Barrett Asset Management
New York
– -$8K -119 Closed
MP
1767
McDonald Partners
Ohio
– -$5.14K -75 Closed
ACM
1768
Absolute Capital Management
Pennsylvania
– -$5.14K -75 Closed
DWMG
1769
DB Wealth Management Group
California
– -$3K -50 Closed
TLFA
1770
True Link Financial Advisors
California
– -$3K -47 Closed
DFCM
1771
Dark Forest Capital Management
Puerto Rico
– -$2K -35 Closed
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