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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 %
OSAM
301
O'Shaughnessy Asset Management
Connecticut
$6.18M 87,912 +26,694 +44%
KRS
302
Kentucky Retirement Systems
Kentucky
$6.16M 87,671 +1,593 +2%
Squarepoint
303
Squarepoint
New York
$6.1M 86,835 +40,162 +86%
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$6.09M 86,723 +9,680 +13%
CTC
305
Central Trust Company
Missouri
$6.03M 85,846 +2,369 +3%
Thrivent Financial for Lutherans
306
Thrivent Financial for Lutherans
Minnesota
$6M 85,591 -722 -0.8%
WW
307
Windle Wealth
Oklahoma
$5.96M 84,911 +449 +0.5%
OPERF
308
Oregon Public Employees Retirement Fund
Oregon
$5.96M 84,881 +677 +0.8%
Lido Advisors
309
Lido Advisors
California
$5.94M 84,596 +11,850 +16%
SG Americas Securities
310
SG Americas Securities
New York
$5.94M 84,493 +71,439 +547%
OC
311
Oppenheimer & Co
New York
$5.93M 84,455 +1,237 +1%
MSRPS
312
Maryland State Retirement & Pension System
Maryland
$5.85M 83,244 -2,840 -3%
AAS
313
Avantax Advisory Services
Texas
$5.84M 83,174 -805 -1%
OPTFSNA
314
Old Point Trust & Financial Services N A
Virginia
$5.77M 82,159 -965 -1%
SIG
315
Sky Investment Group
Connecticut
$5.76M 82,021 -228 -0.3%
NA
316
NewEdge Advisors
Louisiana
$5.69M 81,034 +8,227 +11%
MGIM
317
M&G Investment Management
United Kingdom
$5.65M 80,650 +80,650 New
TNBTD
318
Trustmark National Bank Trust Department
Mississippi
$5.58M 79,397 -11,233 -12%
IA
319
IFG Advisory
Georgia
$5.56M 79,183 +2,410 +3%
HNB
320
Huntington National Bank
Ohio
$5.54M 78,885 -367 -0.5%
AWS
321
Atria Wealth Solutions
New York
$5.53M 78,785 +6,528 +9%
SBWIC
322
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.49M 78,195 +230 +0.3%
VPIM
323
Vanguard Personalized Indexing Management
California
$5.49M 78,171 +9,793 +14%
CWM
324
Chronos Wealth Management
Florida
$5.45M 77,518 -345 -0.4%
HIMCH
325
Hartford Investment Management Co (HIMCO)
Connecticut
$5.44M 77,438 -14,205 -16%
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