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Southern Company

1,697 hedge funds and large institutions have $48.7B invested in Southern Company in 2023 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 774 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:

8% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 104

2% less capital invested

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

2% less funds holding

Funds holding: 1,7291,697 (-32)

Holders
1,697
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
$4.93M
327
$4.92M
328
$4.88M
329
$4.86M
330
$4.8M
331
$4.76M
332
$4.75M
333
$4.73M
334
$4.67M
335
$4.63M
336
$4.62M
337
$4.57M
338
$4.55M
339
$4.55M
340
$4.54M
341
$4.54M
342
$4.46M
343
$4.44M
344
$4.4M
345
$4.4M
346
$4.39M
347
$4.37M
348
$4.33M
349
$4.31M
350
$4.31M