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Southern Company

1,695 hedge funds and large institutions have $48.7B invested in Southern Company in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 773 increasing their positions, 541 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

7% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 104

2% less capital invested

Capital invested by funds: $49.8B → $48.7B (-$1.06B)

2% less funds holding

Funds holding: 1,7281,695 (-33)

Holders
1,695
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$340M
Puts
$218M
Net Calls
Net Calls Change

Top Buyers

1 +$331M
2 +$283M
3 +$235M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$202M
5
Norges Bank
Norges Bank
Norway
+$144M

Top Sellers

1 -$148M
2 -$137M
3 -$129M
4
Renaissance Technologies
Renaissance Technologies
New York
-$122M
5
Marshall Wace
Marshall Wace
United Kingdom
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
326
$4.92M
327
$4.88M
328
$4.86M
329
$4.8M
330
$4.76M
331
$4.75M
332
$4.73M
333
$4.67M
334
$4.63M
335
$4.62M
336
$4.57M
337
$4.55M
338
$4.55M
339
$4.54M
340
$4.54M
341
$4.46M
342
$4.44M
343
$4.4M
344
$4.4M
345
$4.39M
346
$4.37M
347
$4.33M
348
$4.31M
349
$4.31M
350
$4.3M