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Southern Company
SO

Overview Fund Activity

1,714 hedge funds and large institutions have $48.7B invested in Southern Company in 2023 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 685 increasing their positions, 633 reducing their positions, and 82 closing their positions.

Holders
1,714
Holders Change
+21
Holders Change %
+1.24%
% of All Funds
27.03%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
117
Increased
685
Reduced
633
Closed
82
Calls
$331M
Puts
$155M
Net Calls
+$176M
Net Calls Change
+$54.7M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$392M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.6B
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$159M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$551M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$837M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.04B
2
Bank of America
2
Bank of America
North Carolina
$483M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$19M
4
BlackRock
4
BlackRock
New York
$5.49B
5
Invesco
5
Invesco
Georgia
$402M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
226
Bragg Financial Advisors
North Carolina
$9.71M 138,207 +7,429 +6%
B
227
Bridgeworth
Alabama
$9.7M 138,143 +3,667 +3%
DekaBank Deutsche Girozentrale
228
DekaBank Deutsche Girozentrale
Germany
$9.52M 137,313 -13,184 -9%
KeyBank National Association
229
KeyBank National Association
Ohio
$9.42M 134,071 +8,326 +7%
CNB
230
Czech National Bank
Czech Republic
$9.07M 129,081 +829 +0.6%
X
231
Xponance
Pennsylvania
$9.04M 128,712 -388 -0.3%
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
$9.03M 128,483 -4,199 -3%
CWM
233
CIBC World Markets
New York
$8.98M 127,781 +72,728 +132%
BB
234
Bell Bank
North Dakota
$8.93M 127,179 -8,409 -6%
JPMPWA
235
J.P. Morgan Private Wealth Advisors
California
$8.86M 126,116 -71,178 -36%
PA
236
Pinnacle Associates
New York
$8.78M 125,025 +83,057 +198%
SMDAM
237
Sumitomo Mitsui DS Asset Management
Japan
$8.77M 124,901 +8,512 +7%
IIM
238
Intact Investment Management
Quebec, Canada
$8.7M 123,800 -800 -0.6%
BCM
239
Buckhead Capital Management
Georgia
$8.48M 120,772 -2,345 -2%
BIA
240
Biondo Investment Advisors
Pennsylvania
$8.48M 120,714 +1,461 +1%
AWAG
241
ARS Wealth Advisors Group
Florida
$8.4M 119,589 +1,457 +1%
NAM
242
Nissay Asset Management
Japan
$8.4M 119,517 -1,498 -1%
Daiwa Securities Group
243
Daiwa Securities Group
Japan
$8.37M 119,131 +35,501 +42%
VLKIM
244
Van Lanschot Kempen Investment Management
Netherlands
$8.33M 118,597 +3,691 +3%
SWMG
245
Signature Wealth Management Group
Georgia
$8.26M 117,604 -1,441 -1%
TH
246
TCTC Holdings
Texas
$8.26M 117,561 -335 -0.3%
DRP
247
Decade Renewable Partners
Texas
$8.22M 117,000 +34,100 +41%
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$8.18M 116,438 -4,489 -4%
IAA
249
Independent Advisor Alliance
North Carolina
$8.13M 115,733 +500 +0.4%
AI
250
Atria Investments
North Carolina
$8.11M 115,486 -7,001 -6%
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