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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 %
BCIM
201
British Columbia Investment Management
British Columbia, Canada
$11.9M -$1.63M -22,471 -12%
Jacobs Levy Equity Management
202
Jacobs Levy Equity Management
New Jersey
$11.7M +$2.47M +34,001 +27%
AMBIA
203
Allen Mooney & Barnes Investment Advisors
Georgia
$11.7M +$11.7M +161,366 New
MCM
204
Maryland Capital Management
Maryland
$11.6M +$57.4K +792 +0.5%
ASN
205
Advisory Services Network
Georgia
$11.5M +$1.11M +15,256 +11%
Voloridge Investment Management
206
Voloridge Investment Management
Florida
$11.2M -$20.9M -288,392 -65%
ERIM
207
Eagle Ridge Investment Management
Connecticut
$11.2M +$129K +1,782 +1%
MSL
208
Mackay Shields LLC
New York
$11M -$434K -5,990 -4%
RT
209
Rockland Trust
Massachusetts
$11M +$286K +3,941 +3%
LIM
210
Leavell Investment Management
Alabama
$11M +$138K +1,909 +1%
IIM
211
Intact Investment Management
Quebec, Canada
$10.9M – – –
Public Sector Pension Investment Board (PSP Investments)
212
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.8M -$2.04M -28,130 -16%
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$10.7M -$228K -3,140 -2%
KAS
214
Kestra Advisory Services
Texas
$10.6M -$2.37M -32,628 -18%
Zurich Cantonal Bank
215
Zurich Cantonal Bank
Switzerland
$10.4M -$266K -3,663 -2%
MOACM
216
Mutual of America Capital Management
New York
$10.3M +$109K +1,503 +1%
USCWA
217
U.S. Capital Wealth Advisors
Texas
$10.1M +$1.01M +13,894 +11%
1IA
218
1834 Investment Advisors
Wisconsin
$10M -$450K -6,211 -4%
TPSF
219
Texas Permanent School Fund
Texas
$9.97M -$632K -8,712 -6%
B
220
Bridgeworth
Alabama
$9.9M -$3.37M -46,512 -25%
Jane Street
221
Jane Street
New York
$9.86M +$2.2M +30,289 +29%
KeyBank National Association
222
KeyBank National Association
Ohio
$9.67M -$137K -1,894 -1%
Bank of Nova Scotia
223
Bank of Nova Scotia
Ontario, Canada
$9.65M -$34.4M -475,009 -78%
AMG
224
Advisors Management Group
Wisconsin
$9.64M -$132K -1,814 -1%
SAM
225
Securian Asset Management
Minnesota
$9.52M -$948K -13,075 -9%
7 8
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