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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 %
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$8.09M 115,210 +20,094 +21%
Fisher Asset Management
252
Fisher Asset Management
Washington
$8.08M 114,964 +4,745 +4%
HFS
253
Hantz Financial Services
Michigan
$8.07M 114,879 +1,031 +0.9%
CA
254
Cetera Advisors
Colorado
$7.89M 112,338 +2,052 +2%
CA
255
Cornerstone Advisors
North Carolina
$7.88M 112,200 +14,200 +14%
ABC
256
Associated Banc-Corp
Wisconsin
$7.88M 112,147 +39 +0%
DC
257
Davenport & Co
Virginia
$7.83M 111,537 -225 -0.2%
RJT
258
Raymond James Trust
Florida
$7.82M 111,269 -2,289 -2%
FG
259
Fiduciary Group
Georgia
$7.8M 111,018 -1,175 -1%
GIBU
260
Gulf International Bank (UK)
United Kingdom
$7.76M 110,465 -32,511 -23%
UB
261
UMB Bank
Missouri
$7.65M 108,884 -54 -0%
CB
262
Commerce Bank
Missouri
$7.64M 108,811 +6,750 +7%
KCM
263
Kanawha Capital Management
Virginia
$7.63M 108,639 -266 -0.2%
Jacobs Levy Equity Management
264
Jacobs Levy Equity Management
New Jersey
$7.52M 107,016 +3,637 +4%
ECG
265
Edge Capital Group
Georgia
$7.49M 106,574 -12,600 -11%
AG
266
Advocate Group
Minnesota
$7.31M 104,073 -4,071 -4%
MFA
267
Mayflower Financial Advisors
Massachusetts
$7.24M 103,112 +2 +0%
Holocene Advisors
268
Holocene Advisors
New York
$7.23M 102,965 -8,105 -7%
AMG
269
Advisors Management Group
Wisconsin
$7.23M 102,888 -1,371 -1%
Hudson Bay Capital Management
270
Hudson Bay Capital Management
Connecticut
$7.2M 102,500 +102,500 New
DILIC
271
Dai-ichi Life Insurance Company
Japan
$7.15M 101,748 – –
Rafferty Asset Management
272
Rafferty Asset Management
New York
$7M 99,645 +19,689 +25%
IF
273
Insight Folios
North Carolina
$6.92M 98,502 +3,453 +4%
BCIM
274
British Columbia Investment Management
British Columbia, Canada
$6.91M 98,429 +1,025 +1%
Neuberger Berman Group
275
Neuberger Berman Group
New York
$6.89M 98,126 +4,269 +5%
9 10
11
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